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Earnings Call

Sun Pharmaceutical Industries Earnings Call: Key Takeaways

Sun Pharma announces the acquisition of Organon & Co. for $14.0 per share ($11.75Bn EV), creating a global entity with ~$12.4Bn revenue.

Highlights
Revenue growthCombined entity projected at ~$12.4Bn revenue.
MarginsOrganon brings stable 30%+ adj. EBITDA margins.
Demand visibilityStrong; 18 markets with $100Mn+ revenue scale.
Management confidenceHigh; aiming for Top 25 global pharma standing.

Growth

Combined revenue CAGR of 14.4% (FY10-25). Post-merger revenue and EBITDA expected to nearly double to $12.4Bn and $3.7Bn respectively.

Outlook

Targeting top 25 global pharma status; potential synergies of $350Mn+ in 2-4 years. Early 2027 closing target.

Risks

Integration of complex operations, high post-acquisition net debt (2.3x EBITDA), and dependency on regulatory/shareholder approvals.

Source

Earnings Call filed with NSE, NSE: SUNPHARMA. Summary written with AI assistance from the document.

Read the document ↗

Sun Pharmaceutical Industries Ltd: key numbers

Share price
₹1,852.20
Market cap
₹4,44,405 Cr
Revenue (annual)
₹58,462 Cr
Net profit (annual)
₹11,479 Cr
P/E (TTM)
36.7×Sector 50.4×
Promoter holding
54.48%+0.00% QoQ
FII holding
14.54%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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