Shanika Capital flags Zydus, Granules as pharma growth picks
In short
Shanika Capital says Zydus Lifesciences and Granules India could be growth winners over the next 3-5 years.
Anmol Ganjoo cited earnings growth, capital allocation and future opportunities. The note could steer investor attention toward both pharma stocks.
What the reporting says
Shanika Capital has identified Zydus Lifesciences and Granules India as potential pharma winners over the next 3-5 years. Anmol Ganjoo pointed to earnings growth, capital allocation and future opportunities as the reasons behind the view. The call may draw market attention to both drugmakers as investors look for longer-term growth ideas in pharma.
Why it matters
Shanika Capital has highlighted Zydus Lifesciences and Granules India as potential winners over the next 3-5 years. Anmol Ganjoo cited earnings growth, capital allocation and future opportunities for the two pharma companies. The note is relevant to investors tracking healthcare and pharma stocks, and it may influence sentiment in those shares. The source gives a positive stock view but no target prices or earnings numbers.