Healthcare Sector — Q4 FY25 Earnings Overview
3 companies reported. 2 bullish, 1 neutral, 0 bearish.
Average revenue growth: 10.2%
Sector sentiment: bullish
Aggregate revenue: ₹25,281 Cr
Average margin: 21.9%
Company Results
| Company | Revenue | YoY | Margin | Sentiment |
|---|---|---|---|---|
| Sunpharma | ₹12,959 Cr | +8.5% | 29.0% | neutral medium |
| Cipla | ₹6,730 Cr | +9% | 22.8% | bullish high |
| Apollohosp | ₹5,592 Cr | +13% | 14.0% | bullish high |
Key sector risks this quarter
Sunpharma · high
Lack of clarity on MFN and tariff policies could impact US specialty pricing and access.
Sunpharma · highLeqselvi launch may be at risk due to ongoing patent litigation; potential damages if lost.
Cipla · highRevlimid exclusivity ends in FY26, which will compress revenue and margins in the U.S. business.
Sunpharma · mediumUS generics declined due to additional competition and pricing pressure, which may continue.
Sunpharma · mediumEffective tax rate rose to 19.8% in Q4 from 5.1% last year, expected to inch up further.