Dipan Mehta of Elixir Equities suggests the pharma sector is facing headwinds from potential US tariffs, impacting margins amid strong competition. He recommends focusing on the CDMO space, highlighting Divi’s Laboratories as a strong player. Other promising companies in this area include OneSource Pharma, Blue Jet, Cohance, Dishman, Neuland Laboratories, and Piramal Healthcare.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets