Investec India
Insights on the Indian market.
Pharma Expert Series: GlaxoSmithKline PLC
Confinement, social distancing, lockdown... the world is trying every measure to slow down the pandemic which caused with more than 2,00,000 deaths and over 3 million cases globally. However eventually the only way to actually prevent people from catching Covid-19 is with a vaccine. Nearly 80 companies and academic institutions…
COVID19 impact on the global supply management for Pharmaceuticals
Investec India had hosted William Marth, President & CEO - Emcure Pharmaceuticals (North America & Europe Business) to discuss the US Generic market and the concerns around the global supply management. Mr Marth said that there was angst in the supply chain management as the demand for other products related…
COVID19 impact on the API manufacturing companies
Investec India hosted Mr. Mahesh P, Promoter - Viruj Pharmaceuticals for a discussion on the COVID19 impact on the API manufacturing companies. Mr Mahesh said that India has the capabilities to manufacture APIs in India adding that post the COVID19, many countries are planning on shifting their base from China…
COVID19 impact on the retail pharmacies
Investec India hosted Dr. Madhukar Gangadi, founder and CEO of MedPlus, India’s largest independent retail pharmacy chain. Dr Gangadi discussed the trends that they noticed since end of February and post lockdown when customers started stocking for chronic and acute medicines for at least 2 months. He also believes that…
COVID19 impact on the drug manufacturing in India
Investec India hosted Mr Sanjeev Jain (Promoter, Akums Drugs & Pharma – Largest Branded Formulation Contract Manufacturer for Domestic Market) . Mr Jain spoke about the various trends like the demand for GP type medicines like paracetamol and crocin falling amid the COVID19 crisis, whereas diabetic, cardiac and CNS medicines…
COVID19 impact on the Indian API market
Investec India hosted Mr Mahesh Doshi (IDMA National President & Promoter of an API Manufacturing Co) recently to discuss impact of COVID19 and lockdown on the API market. Mr Doshi spoke about the challenges faced by the drug manufacturers in the past few days particularly in transportation due to lack…
COVID19 Impact - FDA and other Regulatory approvals for Indian pharma
Investec India hosted K Anand FDA and Regulatory Consultant to understand the developments on the FDA and other Regulatory approvals during the COVID19 crisis. Mr Anand explained that the Indian Pharma industry caught the attention of USA and Europe due to the proposed coronavirus medicines - HCQ and Erythromycin -…
COVID-19 impact on the insurance sector
FY2020 was a challenging year for the Indian insurance Industry due to the introduction of a simplified direct tax structure, weak equity markets and COVID-19 impact at the end of FY20. Growth remains in single-digits. Swapna Bhandarkar spoke with Nidhesh Jain, insurance analyst with Investec India on the latest trends…
COVID-19 Impact on the Indian Pharma Sector
On the back of the global pandemic as well as the Big Outperformance for the Indian Pharma sector over benchmark indices in recent times, the Investec Pharma team hosted a 7 Industry Experts Series over 5 Days in April. US, India & API businesses were central to discussions. The series,…
Pharma Expert Series - Sakti Chakraborty
Sakti Chakraborty (Ex - Lupin India Business Head) speaks to Anshuman Gupta, pharma analyst at Investec India about the trends that will be seen in the pharma sector, the challenges in the demand - supply for medicines across India and what changes in behaviour the industry will notice due to…
Impact of COVID-19 on the Indian IT Sector
The situation around COVID-19 is evolving on a daily basis, and checks with the Indian IT companies by the Investec India IT research team have also indicated an evolving view. In this podcast, Nitin Padmanabhan, IT analyst discusses the framework that they have built to develop a likely scenario for…
Covid-19 impact on the Indian FMCG sector
A strict lockdown in the country led to a halt to discretionary spends like movies, restaurant and luxury items and consumers are possibly going to defer spending on fashion, personal grooming and home decor even after the situation improves. Harit Kapoor, FMCG analyst spoke on the economic impact of the…
METALS & MINING - CCall with Investec Global Resources Team
Ritesh Shah hosted a call with the Investec Global Resources Team on the COVID-19 impact on the metals and mining sector. Listen to Ritesh in conversation with Dr Peter Richardson, top rated commodity analyst and Hunter Hillcoat, an expert in mining as they discuss the commodity outlook that though had…
Conversation with Former Finance Secretary of India - Mr Subhash Chandra Garg
Mukul Kochhar of Investec Strategy team hosted a conference call with Mr. Subhash Chandra Garg, Former Finance Secretary of India, to discuss potential fiscal response by the Government of India to the challenges facing the economy, as it grapples with the largest health crisis ever faced by the country, and…
The Impact of Covid-19 on the Indian Banking sector
Q4 FY20E results, for most banks, is going to be a continuation of Q3’20 trends – banks reporting stable results will continue to do so and those reporting weak trends, especially on asset quality, will see no relief. The impact of the loss of business in the last fortnight of…
The impact of COVID-19 on India's cement industry
COVID-19 has put a halt to the good growth Indian cement mills were enjoying, with volume growth for Jan-Feb’20 at 6.8% year on year. The extent of the current slowdown is anyone’s guess. That said, we take stock of pricing, cost trends, assume half of Q1FY21 as a lost quarter,…