USFDA Inspection Mein Clean Chit Mil Gayi!
Gujarat mein Torrent Pharma ki Bileshwarpura (Oncology) facility ko April 6 se April 10, 2026 tak USFDA ne inspect kiya tha. Aur khushkhabri yeh hai ki zero observations mili! Matlab plant global standards ko fulfill karta hai. Ye approval US jaise bade market mein access ke liye bohot zaroori hai, especially jab regulatory scrutiny badh rahi hai.
Company Ke Numbers Bhi Zor Daar Hain!
Financials ki taraf dekhein toh EBITDA bhi 19% badh kar ₹1,088 Crore pahunch gaya. Margins 32.9% par stable hain. USFDA ki clean chit ke baad US business mein continuous growth ki umeed hai.
India Aur Brazil Mein Bhi Dhamaka!
Company ne local markets mein bhi kamaal kar dikhaya. India mein revenue 14% badha, ₹1,798 Crore tak pahuncha, jo overall Indian Pharmaceutical Market (IPM) growth (10%) se kaafi aage hai. Cardiac, gastro, aur diabetes therapies ne yahan lead kiya. Brazil mein toh revenue 27% bhaga, ₹371 Crore tak pahuncha, market growth (7%) ko peeche chhod diya. US mein bhi revenue 19% badhi, ₹321 Crore ho gayi.
Valuation Aur Peers Ka Comparison
Torrent Pharma ka market cap lagbhag ₹1.40 lakh Crore hai. Iska P/E ratio 60x-72x hai, jo Lupin (22.7x) aur Dr. Reddy's (17.6x) jaise competitors se kafi high hai. Sun Pharma aur Cipla bhi isse kam P/E par hain. Ye premium valuation dikhata hai ki investors ko company ke future growth aur regulatory track record par bharosa hai.
Aage Kya Challenges Hain?
Lekin bhai, challenges toh har sector mein hote hain. US generics market mein price pressure aur raw material costs badhne se profitability par asar pad sakta hai. Company ko apna valuation maintain karne ke liye consistent growth aur koi regulatory issue nahi hone dena hai.
Analysts Kya Bol Rahe Hain?
Analysts kaafi optimistic hain. Unke according, Torrent Pharma ka annual earnings 21.3% aur revenue 24.3% tak grow kar sakta hai. Consensus rating 'BUY' hai aur 1-year price target ₹4,527 ke aas paas hai. Agla earnings report May 21, 2026 ko aayega.