Sun Pharma ne 3QFY26 results mein sabko surprise kar diya! Performance expected se kaafi upar raha, especially EBITDA. Iske peeche reason hai India mein zabardast domestic sales aur innovative medicines ka strong performance. Company ne ek naya medicine, Unloxcvyt bhi launch kiya hai, aur innovative medicines se revenue toh already $1 billion cross kar chuka hai is FY ke pehle 9 mahine mein. Haan, US generics market mein thoda pressure raha, par company ne apne execution se isko manage kar liya. Stock price February 1, 2026 ko lagbhag ₹1,610.20 ke aas paas trade ho raha tha.
Ab baat karte hain brokerage ki. Motilal Oswal toh Sun Pharma par full bull run mein hai! Unhone 'Buy' rating maintain ki hai aur target price ₹1940 set kiya hai. Ye valuation future earnings ke 32x multiple par based hai, jo company ke innovation-focused strategy par unka strong bharosa dikhata hai. Current market cap around ₹3.87 lakh crore hai, aur P/E ratio 35x se 37x ke beech chal raha hai, jo pharma sector ke liye normal hai.
Sun Pharma abhi ek bada strategic shift kar rahi hai. Ye sirf volume-based business se nikal kar value-led growth aur innovation ki taraf ja rahi hai. Sector bhi kuch aisa hi trend follow kar raha hai. Company global innovative medicines par focus badha rahi hai. India mein patents expire hone ke baad generic semaglutide launch karne ki bhi planning hai. US mein pricing pressure aur regulatory challenges hain, par company unko bhi theek kar rahi hai.
Aur shareholders ke liye ek aur khushkhabri! Company ne ₹11 per share ka interim dividend bhi declare kiya hai FY26 ke liye. Analysts ka bhi overall view positive hai, average target ₹1966.68 ke aas paas hai, matlab abhi bhi upside ka potential hai. Toh, overall Sun Pharma ka future bright lag raha hai!