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SUNPHARMA

NSELEAN BULLISH
Swing · Multi-day confirmation4 Models · Analysis Snapshot: Feb 25, 2026, 7:07 AM · Valid for ~12h
CompletedRe-run
LEAN BULLISH
4 models· Only 75% voted — not enough for consensus
2 Long1 Short1 Contested
Target₹1820–₹1855
Entry₹1730–₹1748
Stop₹1688–₹1690
LowConditionalHigh
Key Disagreements
  • Split opinion: 2 model(s) LONG vs 1 model(s) SHORT
  • Claude-Opus-4.5(61% LONG): "Sun Pharma presents a compelling long opportunity with multiple supporting factors converging. Technically, the stock is testing resistance at ₹1745 with strong momentum (RSI 59.52 rising) and volume 2x average, signaling accumulation ahead of a potential breakout. The stock sits just 0.9% below resistance and 6.5% below its 52-week high, offering significant upside potential toward ₹1820-1850. Fundamentally, the company just delivered a strong Q3 earnings beat (revenue +4.9% above estimates, EPS +6.5% above estimates) with analysts projecting 13% revenue growth and 23% EPS growth for 2027. The overwhelming analyst consensus (31 of 36 analysts with Buy/Strong Buy ratings) and a target price of ₹2,392 from Systematix Shares (+38% upside) demonstrate strong institutional conviction. The defensive healthcare sector positioning provides relative safety in the current transitional market regime, while India's INDA ETF trading inline with US markets suggests no regional headwinds."
  • GPT-5.2(63% LONG): "Breakout swing long if SUNPHARMA clears ₹1745 resistance with follow-through; target retest/extension to prior 52-week high zone, risk defined below ₹1693 support."
BULL (2)
BEAR (1)
0%1 skip0%
Bull Case(3 models)
GPT-5.20%

SUNPHARMA is coiling just below a well-defined resistance zone (~₹1745) with rising momentum (RSI ~59.5, rising) and nearly 2× average volume on the latest session, which increases the odds of a breakout holding for a 1–3 week swing. Volume profile shows a major high-volume acceptance area/POC near ~₹1709 and value area high near ~₹1725; with price now above these levels, a sustained move through ₹1745 can travel quickly through nearby low-volume pockets toward the prior 52-week high (~₹1851) . Fundamentally, Sun Pharma is a defensive, low-beta healthcare name (beta ~0.10) with solid profitability (≈19% margin) and a recent pattern of positive EPS surprises, while newsflow includes regulatory/market-expansion catalysts (e. g. , obesity/GLP-1 generic positioning) that can support rerating on any technical breakout.

Claude-Opus-4.50%

Sun Pharma presents a compelling long opportunity with multiple supporting factors converging. Technically, the stock is testing resistance at ₹1745 with strong momentum (RSI 59.52 rising) and volume 2x average, signaling accumulation ahead of a potential breakout. The stock sits just 0.9% below resistance and 6.5% below its 52-week high, offering significant upside potential toward ₹1820-1850. Fundamentally, the company just delivered a strong Q3 earnings beat (revenue +4.9% above estimates, EPS +6.5% above estimates) with analysts projecting 13% revenue growth and 23% EPS growth for 2027. The overwhelming analyst consensus (31 of 36 analysts with Buy/Strong Buy ratings) and a target price of ₹2,392 from Systematix Shares (+38% upside) demonstrate strong institutional conviction. The defensive healthcare sector positioning provides relative safety in the current transitional market regime, while India's INDA ETF trading inline with US markets suggests no regional headwinds.

Claude-Sonnet-4.5

SUNPHARMA presents a compelling LONG setup with multiple technical and fundamental tailwinds. Price is testing resistance at ₹1745 with strong momentum (RSI 59.52 rising, volume 98% above average at 2.76M) , positioned just 0.9% below key resistance and 6.5% below 52-week highs - a classic breakout setup. The stock trades near high-volume nodes (₹1709-₹1717 POC) , providing strong support at ₹1693. Fundamentally, the company has massive analyst upside with Systematix targeting ₹2, 392 (+38% upside) , backed by robust Q2 earnings (₹31.18B net profit with consistent positive EPS surprises: +21.6

Bear Case(2 models)
DeepSeek-R10%

Price tests descending resistance at 1745 (-0.9% below) with bearish SMA 20/SMA 50 crossover. High debt (6.67 D/E) and stretched valuation (P/B 5.34) create vulnerability. Transitional market regime (39% bearish confidence) amplifies downside risk during sector rotation from healthcare.

Claude-Sonnet-4.5

Sun Pharma faces existential regulatory risk from mandatory US drug pricing models (CMS GLOBE effective Oct 2026, GUARD Jan 2027) that will benchmark US prices to international levels and force rebate payments on drugs exceeding benchmarks. With 20% revenue exposure to branded US pharma (highest among peers) , the company is disproportionately vulnerable to margin compression. Price is testing resistance at ₹1, 745 with low volume nodes above ₹1, 733 signaling thin support for further upside. The P/E of 38.08 is 59% above sector average (23.94) , creating valuation risk if growth slows. Recent

What Would Invalidate
  • Close below ₹1690 (value area high / support confluence) which would invalidate the bullish technical structure and suggest breakdown toward ₹1604 value area low.
  • Daily close above 1745.40 resistance with volume >2× 30D average
  • Daily close back below ₹1693 (key support) after a breakout attempt above ₹1745.
DeepSeek R1Deep
Analysis Outcome
SHORT
2.31R·62% confidence
Entry
₹1730.00
Target
₹1693.00
Stop
₹1746.00

Price tests descending resistance at 1745 (-0.9% below) with bearish SMA 20/SMA 50 crossover. High debt (6.67 D/E) and stretched valuation (P/B 5.34) create vulnerability. Transitional market regime (39% bearish confidence) amplifies downside risk during sector rotation from healthcare.

Bull/Bear CompetitionWinner: BEAR
Bear 62%Δ 4%Bull 58%
Bear Case

Price tests descending resistance at 1745 (-0.9% below) with bearish SMA 20/SMA 50 crossover. High debt (6.67 D/E) and stretched valuation (P/B 5.34) create vulnerability. Transitional market regime (39% bearish confidence) amplifies downside risk during sector rotation from healthcare.

Bull Case

SUNPHARMA shows technical strength with price above key SMAs and RSI(59.5) trending upward, positioned near resistance at 1745 with volume support. Recent approval for Wegovy generics opens a $2B+ obesity market opportunity. Q3 earnings beat (EPS ₹14 vs est. ₹12.73) and upward revenue revisions to ₹643B reinforce growth trajectory. Analysts maintain 38% upside targets (₹2,392) with institutional accumulation.

Analysis Notes

Thesis Competition: BEAR case won (62% vs 58%).

3m 13s20 tools
Claude Opus 4.5Deep
Analysis Outcome
LONG
2.25R·61% confidence
Entry
₹1730.00
Target
₹1820.00
Stop
₹1690.00

Sun Pharma presents a compelling long opportunity with multiple supporting factors converging. Technically, the stock is testing resistance at ₹1745 with strong momentum (RSI 59.52 rising) and volume 2x average, signaling accumulation ahead of a potential breakout. The stock sits just 0.9% below resistance and 6.5% below its 52-week high, offering significant upside potential toward ₹1820-1850. Fundamentally, the company just delivered a strong Q3 earnings beat (revenue +4.9% above estimates, EPS +6.5% above estimates) with analysts projecting 13% revenue growth and 23% EPS growth for 2027. The overwhelming analyst consensus (31 of 36 analysts with Buy/Strong Buy ratings) and a target price of ₹2,392 from Systematix Shares (+38% upside) demonstrate strong institutional conviction. The defensive healthcare sector positioning provides relative safety in the current transitional market regime, while India's INDA ETF trading inline with US markets suggests no regional headwinds.

Bull/Bear CompetitionWinner: BULL
Bull 61%Δ 4%Bear 57%
Bull Case

Sun Pharma presents a compelling long opportunity with multiple supporting factors converging. Technically, the stock is testing resistance at ₹1745 with strong momentum (RSI 59.52 rising) and volume 2x average, signaling accumulation ahead of a potential breakout. The stock sits just 0.9% below resistance and 6.5% below its 52-week high, offering significant upside potential toward ₹1820-1850. Fundamentally, the company just delivered a strong Q3 earnings beat (revenue +4.9% above estimates, EPS +6.5% above estimates) with analysts projecting 13% revenue growth and 23% EPS growth for 2027. The overwhelming analyst consensus (31 of 36 analysts with Buy/Strong Buy ratings) and a target price of ₹2,392 from Systematix Shares (+38% upside) demonstrate strong institutional conviction. The defensive healthcare sector positioning provides relative safety in the current transitional market regime, while India's INDA ETF trading inline with US markets suggests no regional headwinds.

Bear Case

SUNPHARMA is trading at a significant premium valuation with P/E of 38.06 vs sector average of 23.66 (61% premium) and PEG ratio of 3.72 indicating overvaluation relative to growth. The stock is testing resistance at ₹1, 745 with a bearish technical setup (SMA20 < SMA50) in a sideways trend. US tariff pressure on Indian pharma exports poses a material headwind, having already caused a 5% selloff in late 2025. Institutional holdings (FII and mutual funds) have been declining, signaling distribution. The stock is in a low volume node zone (₹1, 733-1, 741) suggesting price instability, and the 3-month return is negative at -3.21% despite broader market stability. The market regime is bearish/transition with credit markets diverging from equities, adding macro headwinds for risk assets.

Analysis Notes

Thesis Competition: BULL case won (61% vs 57%).

2m 36s35 tools
GPT-5.2Balanced
Analysis Outcome
LONG
1.78R·63% confidence
Entry
₹1748.00
Target
₹1855.00
Stop
₹1688.00

Breakout swing long if SUNPHARMA clears ₹1745 resistance with follow-through; target retest/extension to prior 52-week high zone, risk defined below ₹1693 support.

Bull/Bear CompetitionWinner: BULL
Bull 63%Δ 7%Bear 56%
Bull Case

SUNPHARMA is coiling just below a well-defined resistance zone (~₹1745) with rising momentum (RSI ~59.5, rising) and nearly 2× average volume on the latest session, which increases the odds of a breakout holding for a 1–3 week swing. Volume profile shows a major high-volume acceptance area/POC near ~₹1709 and value area high near ~₹1725; with price now above these levels, a sustained move through ₹1745 can travel quickly through nearby low-volume pockets toward the prior 52-week high (~₹1851) . Fundamentally, Sun Pharma is a defensive, low-beta healthcare name (beta ~0.10) with solid profitability (≈19% margin) and a recent pattern of positive EPS surprises, while newsflow includes regulatory/market-expansion catalysts (e. g. , obesity/GLP-1 generic positioning) that can support rerating on any technical breakout.

Bear Case

Technically, SUNPHARMA is in a sideways structure but currently pressing into a defined resistance band (~1745) while sitting in/near low-volume nodes (~1733 and ~1741) , which often leads to fast rejection moves back toward the high-volume “fair value” area (POC ~1709) and potentially down to the value-area low (~1604) . The broader market regime is a mild bearish “transition” with trending character and negative equity-credit divergence, which tends to punish expensive/defensive leaders on failed breakouts. Fundamentally, valuation looks stretched (P/E ~38, P/B ~5.34, PEG ~3.7) , making the stock vulnerable to any incremental negative catalyst (e. g. , regulatory setbacks like the recently noted China-related action) and mean-reversion if momentum stalls near resistance.

Analysis Notes

Thesis Competition: BULL case won (63% vs 56%).

3m 57s35 tools
Claude Sonnet 4.5Balanced
Analysis Outcome
NO TRADE0% edge
BULL
62%
BEAR
62%

Bull and bear cases balanced — no clear edge

Bull/Bear CompetitionBALANCED
Bull 62%Δ 0%Bear 62%
Bull Case

SUNPHARMA presents a compelling LONG setup with multiple technical and fundamental tailwinds. Price is testing resistance at ₹1745 with strong momentum (RSI 59.52 rising, volume 98% above average at 2.76M) , positioned just 0.9% below key resistance and 6.5% below 52-week highs - a classic breakout setup. The stock trades near high-volume nodes (₹1709-₹1717 POC) , providing strong support at ₹1693. Fundamentally, the company has massive analyst upside with Systematix targeting ₹2, 392 (+38% upside) , backed by robust Q2 earnings (₹31.18B net profit with consistent positive EPS surprises: +21.6% and +16.15% in recent quarters) , aggressive ₹320B R&D investment for pipeline expansion, and mid-to-high single-digit revenue growth guidance for FY26. With a ₹4.15T market cap, strong ROE of 15.1%, healthy current ratio of 2.89, and beta of just 0.095 (defensive stability) , SUNPHARMA offers both growth momentum and defensive characteristics in a transition regime.

Bear Case

Sun Pharma faces existential regulatory risk from mandatory US drug pricing models (CMS GLOBE effective Oct 2026, GUARD Jan 2027) that will benchmark US prices to international levels and force rebate payments on drugs exceeding benchmarks. With 20% revenue exposure to branded US pharma (highest among peers) , the company is disproportionately vulnerable to margin compression. Price is testing resistance at ₹1, 745 with low volume nodes above ₹1, 733 signaling thin support for further upside. The P/E of 38.08 is 59% above sector average (23.94) , creating valuation risk if growth slows. Recent 3-month return of -3.21% and bearish SMA 20/SMA 50 crossover pattern suggest momentum is fading. Price sits in a low-volume zone (₹1, 733 node at only 20.4% relative volume) , making it vulnerable to sharp moves lower toward high-volume support at ₹1, 709-₹1, 700.

Analysis Notes

Thesis Competition CONTESTED: BULL case (62%) vs BEAR case (62%) - confidence delta (0%) below threshold. Trade skipped due to insufficient conviction.

3m 11s34 tools
SUNPHARMA Analysis | TradeHorde