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Earnings Call

Sun Pharmaceutical Industries Earnings Call: Key Takeaways

Sun Pharma announces the acquisition of Organon & Company for $11.75bn Enterprise Value ($14/share), targeting leadership in women's health and a major expansion in China.

Highlights
Revenue growthCombined revenue moves to $12.4bn.
MarginsOrganon brings stable 30% EBITDA margins.
Demand visibilityStrong global footprint in 150+ markets post-merger.
Management confidenceHigh; citing proven track record with Taro and Ranbaxy acquisitions.

Growth

Combined revenue estimated at $12.4bn. Organon adds $1bn annual free cash flow and a 30% EBITDA margin.

Outlook

Targeting $350m in cost synergies over 2-4 years; deal expected to be EPS accretive from year one.

Risks

High debt levels (2.3x Net Debt/EBITDA post-acquisition) and integration of a large-scale global organization.

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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