Hello $[UD:FIRST_NAME||]$
Happy Wednesday!
This week: track pharma exports with USFDA shipment data (see Marksans Pharma’s 69% YoY growth), analyse DRHPs like Lenskart’s instantly using Templates, and stay ahead this earnings season with Thurro Conference Call Intelligence (CCI).
THURRO RESEARCH BRIEF
Evaluating pharmaceutical exports – US shipments data
Thurro’s pharmaceutical shipments dataset, sourced from the USFDA, offers a clear window into India’s export performance to the US. It enables users to analyse company-level trends, track market shifts, and spot high-growth players in real time.
By studying this data, investors and industry watchers can uncover emerging opportunities and shifts in product demand within the US market.
Take Marksans Pharma as an example — a mid-sized player with revenues of ₹2,622 crore in FY25, of which 39.3% came from the US.
Thurro’s shipment data shows:
These figures highlight Marksans Pharma’s expanding US footprint and demonstrate how Thurro’s data can help track company performance and sector momentum with precision.
Marksans Pharma, no. of shipments to US (Sep’ 20 – Sep ‘25), Thurro Alt Data
A closer look at the company’s US export portfolio shows that it is largely concentrated in pain management and anti-inflammatory medications, with Ibuprofen and Acetaminophen ranking among the top exported products after the ‘Others’ category.
Marksans Pharma, no. of shipments to US (Sep’ 20 – Sep ‘25), Thurro Alt Data
Analyse India’s pharma exports with precision
Using Thurro’s pharmaceutical shipments dataset, investors and analysts can conduct a detailed review of all Indian pharma companies’ exports to the US.
The dataset offers a comprehensive view of sector performance, helping identify growth opportunities, emerging market trends, and shifts in competitive dynamics.
It is a valuable tool for strategic planning, market analysis, and informed investment decisions across the pharma value chain.
For a deeper analysis, navigate to the Alt Data section and search for drug and pharmaceuticals charts.
FEATURE SPOTLIGHT
Thurro Tasks makes DRHP analysis instant
Run instant, structured reviews on any filing with Thurro Tasks, using the DRHP analysis template (find it under Tools → Templates).
Using this workflow, Thurro Answers analysed Lenskart’s 760-page DRHP in minutes.
Key insights:
Apply the same powerful analysis to any DRHP with Thurro Tasks.
FEATURE SPOTLIGHT
Conference Call Intelligence(CCI)
Earnings season is in full swing.
With Thurro CCI, you can:
Set 10-minute reminder alerts for today’s upcoming calls.
|
Name of company |
Time |
|---|---|
|
Jindal Steel |
15:00 |
|
CG Power and Industrial Solutions |
15:30 |
|
Federal Bank |
15:45 |
|
Five-Star Business Finance |
16:00 |
|
JK Tyre & Industries |
16:00 |
|
Mold-Tek Packaging |
16:30 |
|
Sanofi India |
16:30 |
|
Raymond Lifestyle |
17:00 |
|
APL Apollo Tubes |
17:00 |
Should you have any questions or wish to schedule a brief demo, please reply to this email at your convenience.
Best regards,
Team Thurro Nafis