Fan Site: Inspired, Not Endorsed, By Rakesh Jhunjhunwala

Jefferies on Cipla
Buy, TP raised to Rs 1223
Upcoming launches & pipeline look strong; several high-value products likely to be launched in next 6-9m
A review of inhaler & peptide space indicates both are less chartered territories by generics where co has US filings

Buy, TP raised to Rs 1223
Revise US sales & margin est given strong product launches on horizon
FY23/24 EPS changes by +4%/3%
Revise FY24 EBITDA margin to 24.2% from 23.3% primarily factoring growth from key product launches

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Disclaimer: This is a Fan Site in Rakesh Jhunjhunwala's name. Rakesh Jhunjhunwala is not associated with us and is in no way aware, accountable or responsible for what is stated here. Further, nothing here constiutes investment advice for you to act on. Also, we have a vested interest, and are extremely biased, in everything that we say. So Mind It!