Mohali plant supply suspension continues
Supplies from Mohali have not resumed; residual inventory sales are declining. Market share loss may be permanent depending on competition and contracts.
SUNPHARMA / Q1-FY24 / risks
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Sunpharma · Material risks, their source context, and severity in the latest available quarter.
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Risk intelligence
Material risks this quarter
high
India market share decline and NLEM impact
India market share fell to 8.33% from 8.5% due to NLEM price cuts and sitagliptin patent expiry. Recovery timeline uncertain.
Taro acquisition uncertainty
Management provided no update on the Taro minority buyout beyond forming a special committee. Strategic benefits remain unclear.
Specialty R&D pipeline execution risk
Multiple Phase II/III trials (ILUMYA PsA, deuruxo, GLP-1) require significant investment. Failure or delay could impact returns.