SUNPHARMA

Sun Pharma is India’s largest pharma company with strong presence in generics and specialty products. Q1 FY26 revenue grew 11% YoY, supported by specialty drugs in the US market. Domestic formulations also saw steady demand. Margins remain healthy at 25%, reflecting operational efficiency. With a strong R&D pipeline and global reach, Sun Pharma remains well-positioned for steady growth. At ~28x FY26 EPS, valuations are reasonable given the company’s leadership and consistent performance. A solid long-term pick in the healthcare sector.