Sensex, Nifty rally pauses; FMCG & realty stocks fall | Tariff-proofing your pharma portfolio
Published: 2025-04-24
Status:
Analyzed
Published: 2025-04-24
Status:
Analyzed
Predictions from this Video
Incorrect: 0
Prediction
Topic
Status
If Nifty 50 expires above 24,200, it is predicted to extend its rally to 24,550.
"But from the expiry point of view, we feel that if the expiry happens above 24,200 then this rally will be extended and will move towards 24,550."
Pending
Bank Nifty is predicted to extend its rally to 56,600-57,000 if it manages to cross the 56,000 level.
"If Bank Nifty manages to cross the 56,000 level, it will be an extension of the rally and will then be seen moving from 56,600 to 57,000."
Pending
Bank Nifty is predicted to offer a buying opportunity if it dips into the 54,700-54,500 gap area due to market volatility.
"But in the dip, we feel that if this gap area formed in the range of 54700 to 500 gets deep due to volatility in the market from any region, then there will be a buying opportunity here again."
Pending
Bullish momentum is predicted to continue in the market as long as India VIX sustains below 18.
"we feel that as long as India VIX is seen sustaining below the level of 18, we feel that a bullish momentum will continue in the market here."
Pending
India VIX is predicted to trade within the range of 14.50 to 18 for some time.
"its level will be around 18 on the higher side and on the lower side we think 14 and a half, so we think India VIX will be seen playing in this range for some time."
Pending
Sami Hotels stock is predicted to move towards its previous swing high around 215.
"this stock will now be seen moving towards its previous swing high which is a multiple supply zone which is around 215."
Pending
Lupin stock is predicted to reach 2220 if it crosses the 2130-2135 levels.
"if the levels of 2130 and 35 are crossed in Lupin, then its next target which can be formed can be seen towards 2220"
Pending
Divi's Lab stock is predicted to reach around 6500.
"this momentum can take this stock towards around 6500."
Pending
Sun Pharma stock is predicted to see an upside towards 1900.
"here also we feel that upside going forward till 1900 will be seen"
Pending
Sun Pharma's patented drugs are predicted to grow annually due to expanding market access.
"Plus they continue to grow every year because there is an expansion in access for those drugs."
Pending
Companies with high exposure to generic Revlimid (e.g., Natco Pharma, Dr. Reddy's) are predicted to face significant earnings deterioration upon its generic revision expiry in January 2026.
"you can basically understand the impact companies will Will face once generic revision comes off from the base the extent of earnings detorsion you can you can very well gauge"
Pending
After generic Revlimid expiry (Jan 2026), companies are predicted to replace 50-100% of their lost revenue through new complex product approvals, but not exceed the original Revlimid contribution.
"some of them might replace 70% of what they lose in rev limit some companies might at best replace 100% of what they lose in rev limit but it's somewhere between 50 to 100% of what you lose you will be able to replace but you will not probably offset more than what rev limit is giving to"
Pending
Indian pharma companies with high US exposure are predicted to experience low single-digit to mid-single-digit earnings growth over the next 3-5 years, as US market drag offsets high single-digit to low double-digit growth in India.
"the company's earnings growth would be broadly low single digit to mid single digit, such that earnings growth would be accounting for revenue losses... India probably would continue to deliver that high single digit to low double digit growth but the US will actually drag the earnings down"
Pending
The pharma sector, particularly US-exposed companies, is predicted to exhibit zero to low single-digit growth in the medium to long term.
"in the large zero growth and low single digit growth sector in the long term medium to long term"
Pending
If Nifty sustains above its 200-day moving average for the next 2-3 trading sessions, its rally is predicted to extend.
"if the index sustains above it for the next two to three trading sessions, then an extension of this rally may be seen."
Pending
Nifty around the 24550 zone is predicted to act as a supply zone, leading to some profit booking.
"we feel that this area will be seen acting a bit like a supply zone. So here we feel that some profit booking may be seen."
Pending
If Nifty expires above 24,200, its rally is predicted to extend towards 24,550.
"we feel that if the expiry happens above 24,200 then this rally will be extended and will move towards 24,550."
Pending
If Bank Nifty crosses the 56,000 level, its rally is predicted to extend, moving towards 56,600-57,000.
"If Bank Nifty manages to cross the 56,000 level, it will be an extension of the rally and will then be seen moving from 56,600 to 57,000."
Pending
Bullish momentum in the market is predicted to continue as long as India VIX sustains below 18.
"we feel that as long as India VIX is seen sustaining below the level of 18, we feel that a bullish momentum will continue in the market here."
Pending
India VIX is predicted to trade within the range of 14.5 to 18 for some time.
"its level will be around 18 on the higher side and on the lower side we think 14 and a half, so we think India VIX will be seen playing in this range for some time."
Pending
The momentum in the Nifty Realty index is predicted to extend going forward.
"we still feel that going forward this momentum will be seen extending"
Pending
Sami Hotels stock is predicted to move towards its previous swing high of around 215.
"this stock will now be seen moving towards its previous swing high which is a multiple supply zone which is around 215."
Pending
The rally in the pharma sector is predicted to extend further.
"we think that this rally will be extended further here."
Pending
If Lupin's stock price crosses 2130-2135, its next target is predicted to be 2220.
"if the levels of 2130 and 35 are crossed in Lupin, then its next target which can be formed can be seen towards 2220"
Pending
DV Lab stock momentum is predicted to carry it towards 6500.
"here too we feel that this momentum can take this stock towards around 6500."
Pending
Sun Pharma stock is predicted to see an upside towards 1900.
"upside going forward till 1900 will be seen"
Pending
The pharma sector is predicted to remain volatile in the near term.
"the sector should remain volatile in the near term"
Pending
Dr. Reddy's is predicted to face a significant impact on its overall profits (approximately 50% derived from generic revenue) once generic Revlimid exclusivity expires in January 2026.
"for Doctor Reddy's it would be almost 50% of their overall profits that is coming from generic revenue... you can basically understand the impact companies will Will face once generic revision comes off from the base the extent of earnings detorsion you can you can very well gauge"
Pending
Pharma companies are predicted to be able to replace 50-100% of the revenue/profit lost from Revlimid generic expiry through new approvals, but not exceed Revlimid's current contribution.
"some of them might replace 70% of what they lose in rev limit some companies might at best replace 100% of what they lose in rev limit but it's somewhere between 50 to 100% of what you lose you will be able to replace but you will not probably offset more than what rev limit is giving to"
Pending
Indian pharma companies' earnings growth is predicted to be broadly in the low to mid-single digits over the next 3-5 years.
"the company's earnings growth would be broadly low single digit to mid single digit"
Pending