What’s Next for Sun Pharma’s Growth Journey? | Sun Pharma Share Analysis скачать в хорошем качестве

What’s Next for Sun Pharma’s Growth Journey? | Sun Pharma Share Analysis

#sunpharma #sunpharmashare #sunpharmasharenews Sun Pharma has evolved from a generics-focused player to a global specialty pharma leader. In this video, we explore how Sun is building a strong specialty portfolio across the US and global markets. We break down its $30B Para IV pipeline and exclusivity edge in drugs like Deuruxolitinib. Sun’s focus on R&D, talent acquisition, and clinical trials shows serious long-term intent. The shift from US generics (76% → 50% of sales) has reduced volatility and improved margins. India remains a growth engine with strong field force expansion and in-licensed product launches. Despite rising R&D costs, Sun remains hedged through Revlimid and cost efficiencies. We also discuss risks like governance concerns and PE valuation pressure. Is this the beginning of a new growth phase or a pause for Sun Pharma? Watch till the end for our verdict on whether Sun can continue to grow from here 00:00 Start 00:36 Sun Pharma Journey till Date 04:21 Business Model Discussion 06:43 Stable Revenue Mix (%) 07:00 Higher Margins- Return Ratios Suppressed 08:04 Sun Pharma – Focus Area 10:03 Specialty Portfolio 10:40 First Indian Success Story of Branded Drugs 12:06 Global Specialty Pipeline 13:07 Specialty Business Helped offset Generics Volatility 14:07 Sun Built Specialty Portfolio With Risk Averse Strategy 14:21 Has 6 Molecules Undergoing Clinical Trials 17:17 Specialty Not only in USA 17:33 MD on R&D Spends 18:16 R&D spends to be Partially Absorbed by Revlimid 19:09 Other than Speciality 19:47 Potential Market for Sun 20:15 Domestic Market - Expanding Leadership 21:14 Field Force Expansion 21:55 Spll - Distributes Branded Generics in India 22:17 Emerging Markets and Rest of the World 23:05 Sun Hedged from Revlimid Dip 24:49 Governance Issues Raised by Macquire 27:18 Valuations 28:01 Summary Complete Fundamental Stock Analysis Tool - Stock-o-meter: https://investyadnya.in/stock-o-meter Research Based Ready-made Model Portfolios: https://investyadnya.in/model-portfolios Comprehensive Mutual Fund Reviews: https://investyadnya.in/fund-o-meter Yadnya Books and eBooks now available: On Amazon - https://amzn.to/2XKtlks On our website - https://investyadnya.in/books Find us on Social Media and stay connected: Whatsapp Channel - https://whatsapp.com/channel/0029Va6N... Blog - https://blog.investyadnya.in Telegram - http://t.me/InvestYadnya Facebook Page -   / investyadnya   Twitter -   / investyadnya   #InvestYadnya #YIA LEGAL DISCLAIMER: Use of this information is at the user's own risk. The Company and its directors, associates and employees will not be liable for any loss or liability incurred to the user due to investments made or decisions taken based on the information provided herein. The investment discussed or views expressed herein may not be suitable for all investors. The users should rely on their own research and analysis and should consult their investment advisors to determine the merit, risks and suitability of recommendation. Past performance is not a guarantee for future performance or future results. Information herein is believed to be reliable, although its accuracy and completeness cannot be guaranteed. The images used may be copyright of the company or third party. As a condition to using the services, the user agrees to the terms of use of the website and the services. DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014: Yadnya Academy Pvt. Ltd. (InvestYadnya) is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000008349. Disclosure with regard to ownership and material conflicts of interest 1. Neither Research Analyst nor the entity nor his associates or relatives have any financial interest in the subject Company; 2. Neither Research Analyst nor the entity nor its associates or relatives have actual / beneficial ownership of one per cent or more securities of the subject Company, at the end of the month immediately preceding the date of publication of the research report or date of public appearance; 3. Neither Research Analyst nor the entity nor its associates or his relatives have any other material conflict of interest at the time of publication of the research report or at the time of public appearance. Disclosure with regard to receipt of Compensation 1. The Research Entity and its associates have not received compensation from the subject company in the past twelve months. 2. The subject company is not or was not a client during the twelve months preceding the date of recommendation.