Domestic Buisiness
In FY20, SPLL which accounts for ~70% of domestic business and ~20% of Consol. Revenue, generated 50% of Sun Pharma’s Reported EBITDA.
Sun’s Specialty Investments are a drag currently. When can it turnaround?
Risk: Corporate Governance issues were highlighted last year by whistle blower and Money life. Regulatory risk is also significant from FDA and co is finding not easy to get clearance for Halol. Export business is cyclical (commodity) so pricing pressure will may be there