Why gland pharma is falling?

Gland’s tanking ‘cause Q3 was meh—revenue down 10%, only 7% profit bump. Goldman’s “sell” call didn’t help. Tough US market vibes.

Unpacking Gland Pharma’s Stock Slump Gland Pharma’s stock has been on a rollercoaster, and as of recent data, here’s why it’s likely dipping: - Weak Q3FY25 Results: Revenue dropped 10% YoY to Rs 1,384 crore, with net profit up only 7% to Rs 205 crore. Investors expected more, leading to a 4.5% fall to Rs 1,452 on Feb 4, 2025. - Brokerage Downgrades: Goldman Sachs slashed it from “buy” to “sell” on Sep 27, 2024, citing a 27% downside to Rs 1,500 due to: - Lower-margin products reliance. - US market pricing pressure and competition. - Delayed high-margin product launches. - Slow Cenexi turnaround (acquired contract manufacturing). - Long-Term Trend: Since July 2021, fundamentals like revenue degrowth and low ROE (9.22% over 3 years) have hurt sentiment. Despite USFDA approvals (e.g., Vasopressin, Cangrelor), market confidence wanes. Check Economic Times for updates. Holding GLAND shares? What’s your strategy?

What’s Dragging Gland Down? From an investor’s lens: - Earnings Miss: Q3FY25’s 10% revenue drop spooked markets; margins improved but not enough. - External Pressures: US pricing wars and slow new product rollouts. - Analyst Pessimism: Goldman’s downgrade to Rs 1,500 signals caution; Cenexi’s underperformance adds weight. Still, long-term? Their ANDA filings (4 in Q3) could rebound. Moneycontrol tracks it live. Thoughts on recovery?

Market Buzz: Gland’s fall ties to weak sales, US competition, and a bearish Goldman outlook. Check BSE charts—it’s volatile