Скачать или смотреть Sun Pharma Q1 Results 🔍 Stock Falls 4% | Buy, Sell or Hold? Full Analysis with Peer Comparison

Sun Pharma just reported its Q1 FY26 results, and the stock dropped 4% after a 20% fall in profit. Is this panic selling, or a hidden buying opportunity?

In this video, we break down:
🔍 Fundamental analysis of Sun Pharmaceutical Industries Ltd
📉 Why the stock crashed after Q1 results
📊 Peer comparison with Cipla, Dr. Reddy’s, and Lupin
💬 Brokerage calls: Buy, Sell, or Hold — who’s saying what?
🧠 A clear decision tree to help you decide your next move

Whether you're a long-term investor or a short-term trader, this video gives you a complete view based on data, trends, and expert commentary.

👉 Don’t invest blind — watch till the end for smart decision-making.

0:00 - Intro: Sun Pharma Crash Explained
0:40 - Fundamentals Deep Dive
2:00 - Q1 Result Highlights
3:00 - Peer Comparison: Cipla vs Dr. Reddy's vs Sun
4:30 - What Brokerages Are Saying
5:30 - Buy, Sell or Hold? Final Decision Tree


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🎯 “Sun Pharma Stock: Buy, Hold or Sell in 2025? Full Breakdown with Peer Comparison & Strategy!”


📉 Q1 FY26 Recap

Consolidated net profit dropped ~20% YoY to ₹2,278–2,279 crore due to a one-time exceptional charge of ₹818 crore, while revenue grew ~9% to ~₹13,850 crore
The Economic Times
The Economic Times+12Moneycontrol+12Angel One+12
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The stock fell ~4–5% intraday on the result, hitting ~₹1,626–1,630 on BSE
The Economic Times
The Economic Times
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🧭 Broker Views & Rating Summary

Motilal Oswal, Prabhudas Lilladher, ICICI Securities, KRChoksey, Emkay: all maintained Buy/Accumulate ratings with target prices ranging from ₹1,900 to ₹2,400
Moneycontrol
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HSBC reiterated a Buy rating, with a target price around ₹1,850, expecting cost normalization later in FY26
mint+15Moneycontrol+15timesofindia.indiatimes.com+15
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JM Financial reaffirmed Buy, though slightly cut its target to ₹2,025 (from ₹2,115) based on long-term specialty growth outlook
The Economic Times
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Morgan Stanley maintained its Overweight stance, keeping a target of ₹1,960, citing upcoming U.S. specialty launches such as Leqselvi and Unloxcyt
The Economic Times+2Moneycontrol+2timesofindia.indiatimes.com+2
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🔍 Key Considerations for Investors
✅ Reasons to Buy / Continue Holding

Q1 profit drop largely driven by non-recurring items, not core performance.

Revenue growth remains firm (~9% YoY), and specialty segment ramp-up offers future upside.

Positive betas: multiple brokerages expect a move to ₹1,900–2,100+ within ~12 months.

Strong long-term case: pivot to high-margin specialty drugs, healthy India business, clean balance sheet.

⚠️ Caveats & Watchpoints

Lower revenue guidance for FY26 (mid-to-high single digits) reflects rising costs and investment spend
outlookbusiness.com
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Extensive R&D and commercialisation costs entering the picture this fiscal (R&D estimated at 6–8% of sales).

What investors need to monitor: execution on specialty launches, margin stabilization post one-offs, and US generics pricing pressures.

📈 Verdict: Buy, Hold, or Sell?

✅ Buy / Accumulate — If you're a long-term investor comfortable with near‑term volatility and focused on specialty-driven growth, most brokers suggest solid upside from current levels.

🤝 Hold — If you're less aggressive, holding is reasonable to track specialty clarity, margin trends, and US launch performance before adding more.

❌ Sell — Not recommended unless you’re extremely risk-averse or bearish on execution in specialty business and margin pressure.

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⚠️ Ye video sirf educational purpose ke liye hai. Koi bhi stock investment karne se pehle apne financial advisor se salah zaroor lein. Main SEBI-registered advisor nahi hoon.

Disclaimer: This video is for educational and informational purposes only and should not be considered as financial advice or a recommendation to buy, sell, or hold any security. The creator is not a SEBI-registered investment advisor. Please consult a qualified financial advisor before making any investment decisions. The analysis shared is based on publicly available data at the time of publishing and may change.