Pharma Contract Manufacturers

In the past one month, Laurus Labs and Sai Life shares have surged 18 per cent and 15 per cent, respectively. In comparison, the BSE Sensex has slipped 4.2 per cent.

Vijaya Diagnostic Centre was quoting higher for the eight straight trading day, soaring 25 per cent during the period.

In the past one month, Laurus (up 14 per cent) and Sai Life (up 15 per cent) have outperformed the market by soaring up to 15 per cent

Laurus Labs is now getting the benefit of the same as the CDMO quarterly run rate has gone up from ₹220-250 crore to ₹450-500 crore in two years, believe analysts.

The company will continue to derive strength from the existence of experienced promoters and positive outlook for the GLP1 segment, which is expected to yield revenue to the company from FY27 onwards.

In the past one month, the stock price of pharmaceuticals company has gained 15 per cent, as compared to 11 per cent decline in the BSE Sensex.

Motilal Oswal remains positive on Laurus due to its strengthening position in gaining CDMO contracts, the addition of a growth lever in the generics space, and a steady ARV business.

Supported by solid demand, disciplined execution, and capex programs progressing as planned, Sai Life management remains confident in sustaining positive growth momentum.

The management expects better Q4 and a decent overall growth in FY27

In H1FY26, total revenue of the Sai Life Sciences increased by 53% YoY at ₹1,034 crore, driven by healthy growth across both the CRO and the CDMO business.

At 11:29 AM, Laurus Labs' stock was quoting 2 per cent higher at ₹943.15 on the BSE, commanding an m-cap of ₹50,913 crore, exchange data shows

A host of lesser-known vaccine makers are eyeing contract manufacturing opportunities for global and domestic majors

Contract manufacturers claim that at least 40-60% of pharmaceutical manufacturing in the country is outsourced by big pharma