Earnings Alert: Upcoming Q4 Results Include ITC, Hindalco, Pfizer, Power Grid, IndusInd Bank, RVNL, JSW Steel, and Others on Goodreturns
Next week is expected to be a busy one for corporate earnings, with several major companies set to announce their Q4 results. The list of companies includes ITC, Hindalco, Pfizer, Power Grid, IndusInd Bank, RVNL, and JSW Steel, among others.
ITC, one of India’s largest conglomerates, is expected to report a strong set of numbers, driven by its fast-moving consumer goods (FMCG) business. The company’s hotel and cigarette businesses are also expected to perform well, despite the challenges posed by the pandemic. Analysts expect ITC to report a profit of around Rs 3,700 crore, up from Rs 3,200 crore in the same quarter last year.
Hindalco, the Aditya Birla Group company, is expected to report a significant jump in profits, driven by the strong performance of its aluminium and copper business. The company’s results are expected to be boosted by the rebound in metal prices and the improvement in demand from key sectors such as construction and automotive.
Pfizer, the pharmaceutical major, is expected to report a strong set of numbers, driven by the growth in its vaccine business. The company’s results are expected to be boosted by the healthy demand for its Covid-19 vaccine, as well as its other pharmaceutical products.
Power Grid, the state-owned power transmission company, is expected to report a steady set of numbers, driven by the growth in power demand and the expansion of its transmission network. The company’s results are expected to be supported by the government’s focus on increasing power availability and reducing transmission losses.
IndusInd Bank, the private sector lender, is expected to report a strong set of numbers, driven by the growth in its retail banking business. The company’s results are expected to be boosted by the healthy demand for loans and deposits, as well as the improvement in asset quality.
Other companies that are expected to announce their Q4 results next week include RVNL, JSW Steel, and several other large and mid-cap companies. These results will be closely watched by investors and analysts, as they will provide a glimpse into the performance of various sectors and the overall health of the economy. Overall, next week is expected to be a crucial one for corporate earnings, with several major companies set to announce their Q4 results. The results will be closely watched by investors and analysts, and will provide valuable insights into the performance of various sectors and the overall health of the economy.
Uncertainty in US Policy Hinders Pharmaceutical Investment Decisions
The pharmaceutical industry is experiencing a period of uncertainty due to recent US policy directives, which are causing global pharmaceutical companies to delay major outsourcing decisions. Piramal Pharma, a contract development and manufacturing organization (CDMO), is taking a cautious approach and waiting for clarity on US policy before making any major commitments. Despite this, the company remains optimistic about its future prospects due to its geographically diverse network, which spans the US, UK, and India.
Piramal Pharma’s chairperson, Nandini Piramal, stated that decision-making has been prolonged, with clients holding off on commitments until there is more certainty. However, the company has seen an increase in requests for proposals (RFPs) and is confident that its network will position it well once the landscape stabilizes. The company anticipates muted growth in the short term, but expects a strong rebound by FY27 as the environment stabilizes and client commitments resume.
In FY25, Piramal Pharma reported a robust performance, with revenue increasing by 12% to ₹9,151 crore. The CDMO business contributed significantly, with revenue increasing by 15% year-on-year. The company also reported a 17% EBITDA margin and a fivefold increase in net profits. Looking ahead, Piramal Pharma is investing $90 million to expand two of its manufacturing facilities in the US, which aligns with its long-term goal of becoming a $2 billion revenue company by FY2030.
The US policy directives, introduced under President Donald Trump’s administration, have created a ripple of hesitation across the pharmaceutical sector. The directives call for domestic drug manufacturing and global price alignment for branded drugs, which has made it harder for CDMOs to secure new business from global pharma clients. However, Piramal Pharma is well-positioned to navigate this uncertainty due to its diverse network and strategic investments in the US. With a strong track record of performance and a clear roadmap for growth, Piramal Pharma is confident that it will emerge stronger once the industry uncertainty subsides.
Aurobindo Pharma subsidiary introduces leadership development initiative at Indian Management and Technology Institute Hyderabad
Aurobindo Pharma, a leading generic drug manufacturer, has launched a six-month post-graduation certification in leadership (CLP) program at the Institute of Management Technology, Hyderabad (IMT Hyderabad). The program, introduced through Aurobindo’s wholly-owned subsidiary Apitoria, aims to transform promising professionals into dynamic leaders by equipping them with essential skills in managing themselves, teams, business, and change.
The CLP program consists of 13 days of classroom sessions, spread across six modules, which will be delivered through a blend of traditional and modern teaching methods. The program is designed to be immersive and practice-oriented, providing participants with hands-on experience and real-world applications. The curriculum is tailored to help middle managers develop the skills and confidence needed to take on larger responsibilities and drive business growth.
According to U.N.B. Raju, Senior Vice President of Corporate HR at Aurobindo Pharma, the introduction of the CLP program is a testament to the company’s commitment to nurturing talent and enabling the growth of middle management. “It is an important step in grooming our middle managers to take on larger responsibilities with confidence and agility,” Raju said. The program is expected to play a critical role in connecting strategy with execution, driving business success, and fostering a culture of leadership and innovation within the organization.
The launch of the CLP program is a strategic investment in the development of Aurobindo Pharma’s human capital, recognizing the critical role that middle managers play in driving business growth and success. By partnering with IMT Hyderabad, Aurobindo Pharma aims to provide its employees with access to world-class education and training, empowering them to excel in their roles and contribute to the company’s continued success. With the CLP program, Aurobindo Pharma is poised to develop a pipeline of talented leaders who can drive business growth, innovation, and excellence in the pharmaceutical industry.
Lupin CEO Discusses Impact of Trump’s Most Favored Nation Policy and Tariffs on Company’s Five-Year Strategy
Lupin’s CEO Vinita Gupta and Managing Director Nilesh Gupta recently addressed investors, discussing the company’s strategic plans and the impact of US policies on the pharmaceutical industry. As a major market for Lupin, the US is a significant focus area for the company. Vinita Gupta shared her insights on the Trump administration’s Most Favored Nation (MFN) policy, which aims to reduce drug prices by linking them to the lowest price paid by other developed countries.
Gupta expressed concerns that the MFN policy could have unintended consequences, such as reducing competition and limiting patient access to affordable medicines. She emphasized the need for a more nuanced approach to addressing drug pricing, one that balances affordability with the need to incentivize innovation. The company is closely monitoring the situation and engaging with stakeholders to ensure that patient interests are protected.
The Guptas also discussed the Inflation Reduction Act (IRA), which imposes a “pill penalty” on pharmaceutical companies that raise prices above inflation. While the intent of the policy is to control prices, Lupin’s leadership believes it may have a disproportionate impact on generic drug manufacturers like themselves. The penalty could limit their ability to invest in research and development, potentially stifling innovation in the generic space.
Despite these challenges, Lupin remains committed to its strategic plan, which focuses on complex generics and technology platforms. The company aims to launch a range of complex products, including biosimilars and injectables, over the next five years. To support this effort, Lupin is investing in digital transformation and leveraging technology to enhance its manufacturing capabilities and supply chain efficiency.
Nilesh Gupta outlined the company’s five-year roadmap, which emphasizes the development of complex generics and niche products. He highlighted the potential for these products to drive growth and profitability, while also expanding access to affordable medicines for patients. The company is also exploring opportunities in emerging markets, where there is a growing demand for high-quality, affordable healthcare products.
Overall, Lupin’s leadership is confident in the company’s ability to navigate the evolving US regulatory landscape and capitalize on emerging opportunities. With a focus on complex generics, technology platforms, and strategic investments, Lupin is well-positioned to achieve its growth objectives and deliver value to patients, customers, and shareholders. As the company embarks on its five-year plan, it remains committed to its mission of making healthcare more accessible and affordable for people around the world.
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