Kohns Lifecins and other pharma stocks increase by 5% after starting Jefferies’ beginning recommendation

After Jefferies started coverage with a ‘buy’ rating and a target price of Rs 1,150, shares of Kohns Lifecens increased 5.5% to Rs 935 in intraday trade. The global brokerage expressed a bullish outlook on the selected Indian pharma and CRDMO companies, with a lifestyle and ‘buy ratings’ to SAI Life Sciences, with an estimated side of up to 30%, the news, with endurance. 6,314.5 Rs.

According to Jefferies, India’s CRDMO (contract research, development and manufacturing organization) industry is experiencing a major shift, which is evolving towards becoming strategic partners for global innovation from traditional chemical production. This change is fueled by elevated abilities, geographical diversity and strategic China +1 approaches, which are expected to run high-skill income CAGR in the next ten years.

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Jefferies Top Elections and Target

Sai Life Sciences is named as the top choice in the field of Jefferies, which is supported by its integrated service furings, strong east-west presence and high growth visibility. Pay FIRM is expected by 15% income on CAGR and 24% EBITDA CAGR on Pay FY 25-228E, whose target price is Rs. 1,100, which has its final Rs.

RS 1,150 has been launched with Kohns LifeSis by rating and target price, which has its recent Rs. 28% close to 896. Jefferies will post the highest growth rate in its CRDMO coverage, FY is more than 25-228 to 25%. The company is also seen as a strong ADC (Antibody-Drug C J Nugugate) game in Indian listed space, supported by a strong management team and proven implementation.

DV laboratories have been upgraded to buy, its GLP -1 drug pipeline, operated by optimism, with a target price of Rs.

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India’s CRDMO sector – $ 3 billion revenue industry – experiences 14% CAGR in the last five years. However, due to the increase in Kovid-related demand, growth has remained uneven after the downturn. Looking forward, the Jefferies estimates the high-tin income of 18% between the FY 25 and the financial year 30E, which is strong pipeline visibility, diversity of Big Pharma by China +1 strategy, and weight loss and type 2 diabetes drugs (such as GLP/GIP therapy).

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