Kotak Institutional Favors Contract Manufacturing, Hospitals in Pharma Outlook
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CNBC TV18•24-02-2026, 14:34
Kotak Institutional Favors Contract Manufacturing, Hospitals in Pharma Outlook
•Kotak Institutional Equities prefers CRDMOs, domestic formulations, and hospitals for better medium-term visibility in pharma and healthcare.
•Hospitals are highlighted as a standout within healthcare services over a three-to-five-year horizon, surpassing diagnostics.
•Despite recent corrections, Kotak remains positive on the structural opportunity in CRDMOs, with no negative developments altering the long-term thesis.
•Sai Life Sciences is preferred in the near term within CRDMOs, while Syngene and Piramal Pharma are favored over a longer three-to-four-year period.
•In US generics, Sun Pharma leads Kotak's large-cap preference, followed by Lupin and Cipla, with a focus on specialty and innovation.
