Dr Reddy’s, Zydus, Cipla, Sun can sustain low-double digit EPS growth over medium term: Bino Pathiparampil
Indian pharma companies like Dr Reddy’s, Zydus, Cipla, and Sun can sustain low double-digit EPS growth over the medium term. The generic Revlimid opportunity was significant but will end by FY27, affecting profits. While the CDMO industry shows promise, it's already priced into stock values. Generics remain a steady growth area for these companies.