I don’t know if this is the bottom or not
What I hear from most of the api companies that the raw material price pressure has eased out
Laurus had shipment issue and expected to see Q2,2024 to be better… this quarter was the worst and it’s already priced in and one needs to match the narrative with respect to what management is saying and doing… I expect arv sales to come back, CDMO to gain traction, h2 will better than h1
After pharma it will be speciality chemicals and fluorination : need not all be in line but the stories across all companies is h2 ke bad sab kuch…
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