Anmol Ganjoo flags Zydus Lifesciences, Granules India as pharma picks
In short
Shanika Capital Advisors’ Anmol Ganjoo has named Zydus Lifesciences and Granules India as pharma stocks to watch. He sees Zydus as a large-cap pick and Granules as a mid- and small-cap pick.
He also mentioned a US FDA warning letter at Granules India’s Gagillapur plant, even though he said the plant is running at about 75% capacity.
What the reporting says
Shanika Capital Advisors Managing Partner Anmol Ganjoo highlighted Zydus Lifesciences and Granules India as potential winners in pharmaceuticals, with Zydus in large cap and Granules in mid- and small cap. He pointed to growth drivers over the next three to five years, while also noting concerns around Granules India’s US FDA warning letter for its Gagillapur facility. He said the facility operates at around 75% capacity utilisation.
Why it matters
Anmol Ganjoo of Shanika Capital Advisors identified Zydus Lifesciences and Granules India as potential pharma winners, according to the summary. He positioned Zydus as a large-cap idea and Granules India as a mid- and small-cap pick, citing growth drivers over the next three to five years. The note on Granules India’s US FDA warning letter for its Gagillapur facility adds a regulatory overhang that investors in the company will watch.