Alok Dalal
Healthcare, India Research
Alok Dalal joined Jefferies in December of 2022, following 14 years as a senior analyst covering the Indian Healthcare sector at CLSA India, Motilal Oswal and BNP Paribas. Alok began his equity research career in 2005, and has covered telecom, aviation and healthcare sectors
What I am Known For
- Long-term experience having seen the up and down cycle of Healthcare
- Exhaustive coverage across various subs-sectors of Healthcare and Pharma
- Sector knowledge and historical modeling
How I am Different
- Exhaustive coverage of 22 stocks covering various sub-sector of pharma
- Strong channel checks
- Differentiated corporate access
Key Research Highlights
- High conviction BUY on Sun Pharma-Pharma in 2024 – Expect Lower Returns vs CY23, Downgrade Dr Reddy’s to Unpf 10 Jan 2024
- High conviction BUY on Piramal Pharma 30 Oct 2023
- Positive view on India Hospitals
- Sector Thematics 27 June 2024
Corporate & Strategic Access
- Healthcare Tour in Delhi (Sept 2024)
- Expert Events: Hospital Pricing and Pharma Quality Checks in India
- NDRs in US, EU & Asia for Max Health, Global Health, Sun Pharma, JB Pharma, Entero Health, Torrent Pharma and Zydus Life