Thursday, April 30, 2026

Sun Pharma a trading play on dips, banks may face difficult June quarter: Dharmesh Kant

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Dharmesh Kant, Head of Research at Chola Securities, said Sun Pharma’s all-cash acquisition of Organon could improve return ratios and support valuations, but may bring overall revenue growth down to single digits. He sees a trading opportunity in Sun Pharma on price dips. On banking, he said Q1 could be difficult as provisioning picks up, which may weigh on profitability even as asset quality and margins remain stable. Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.

By CNBCTV18April 27, 2026, 10:06:41 AM IST (Updated)

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Disclosure: Network18, the parent company of CNBCTV18.com, is controlled by Independent Media Trust, of which Reliance Industries is the sole beneficiary.

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