Motilal Oswal - MOSL: Morning India (6/September/21): 1. Healthcare (CRAMS/API – Consistency breeding stability); 2. HDFC Life Insurance; 3. Exide Industries; 4. Bulls Bear; 5. EcoScope

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Motilal Oswal

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MOSL: Morning India (6/September/21): 1. Healthcare (CRAMS/API – Consistency breeding stability); 2. HDFC Life Insurance; 3. Exide Industries; 4. Bulls & Bear; 5. EcoScope

MOrning India (6/September/21): 1. Healthcare (CRAMS/API – Consistency breeding stability); 2. HDFC Life Insurance; 3. Exide Industries; 4. Bulls & Bear; 5. EcoScope

Today’s top research idea

Healthcare: CRAMS/API – Consistency breeding stability

Indian Pharma companies are looking for sustainable growth opportunity in the coming decade as the lack of differentiation in Generics has chipped away at margins.
While companies with a large US Generics exposure are looking at niche opportunities like Complex Generics/Specialty drugs, Contract Research and Manufacturing Services (CRAMS) for API/Formulation has emerged as a successful opportunity for companies with sound technical, manufacturing, and regulatory expertise.
The Domestic Formulation space remains a high return ratio segment. We believe DIVI/GLAND are suitably positioned in this framework for a superior business trajectory in CRAMS, SUNP in US specialty business, and LAURUS in APIs and Formulations in the near term, with Biologics/Fermentation CDMOs acting as a long-term trigger.

06/09/2021 EN

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Motilal Oswal

Motilal Oswal Financial Services Ltd. is a reputed name in Financial Services and Online Trading with group companies providing services such as Private Wealth Management, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency Broking, Principal Strategies & Home Finance.

Motilal Oswal Securities is a group company of Motilal Oswal Financial Service Limited which started as a stock trading company and has blossomed into well diversified firm offering a range of financial products and services. Motilal Oswal has built a reputation as the source for best stock trading company and this has taken a wealth of experience, knowledge and expertise, constantly working in tandem, over the years.

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MOSL: Morning India (6/September/21): 1. Healthcare (CRAMS/API – Consistency breeding stability); 2. HDFC Life Insurance; 3. Exide Industries; 4. Bulls & Bear; 5. EcoScope

MOSL : HOME FIRST FINANCE COMPANY: Earnings in-line with sustained improvement in asset quality

MOSL : SHOPPERS STOP: Ticking the right boxes

MOSL : ERIS LIFESCIENCES: Enhanced efforts toward product launch-related activities

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