Pharma Sector

Sector to outshine healthcare peers as higher volumes, steady realisations will boost revenue and profit, say analysts

DTAB recommends continuing GMP exemptions under revised Schedule M for disinfectants, medical gases and gelatin capsules, citing limited relevance of strict norms

Orbicular Pharma and Apotex secure tentative US FDA approval for generic Ozempic, marking entry into fast-growing semaglutide market pending patent clearance

Regulator plans to cut delays by allowing direct submission of Form 40 applications to DCGI, aiming to improve efficiency in drug import approvals

Generic semaglutide surge dents Mounjaro sales, reshaping India's fast-growing GLP-1 diabetes and obesity drug market

Indian pharma market's growth was led more by price increases that an uptick in consumption

Pharma stocks have, so far, outperformed the markets in 2026. However, as risk around Trump tariffs resurface, analysts suggest shifting to domestic-focused companies. Here's the investment strategy.

Commerce Secretary Rajesh Agrawal on Saturday asked the pharmaceutical industry to reduce its dependence on critical imported raw materials and diversify export supply chains to better navigate global uncertainties. Addressing an event in Hyderabad on the sector, he said while India exports to around 200 countries, there remains significant scope for expansion and resilience-building through a stronger market presence. Emphasising the need to navigate an increasingly uncertain and geopolitically volatile global environment, he stressed: "the importance of ensuring greater self-reliance by meeting 80-90 per cent (or higher) of domestic pharmaceutical requirements through indigenous production, while reducing critical import dependencies in APIs, bulk drugs, and intermediates". The Commerce Secretary also underscored the need for a strategic repositioning of India as a global hub for both quality and cost-effective pharmaceuticals, stating that quality will remain the decisive factor

US tariffs on patented drugs may have limited immediate impact on India, but industry flags uncertainty as policy ties relief to pricing and manufacturing shifts

DCC discusses stricter norms to bar firms with cancelled licences from reapplying and proposes public disclosure of inspection findings to strengthen pharma regulation

Emcure cuts Poviztra prices by up to 55% following Novo Nordisk's move, lowering monthly treatment costs for semaglutide-based obesity therapy in India

Industry welcomes customs duty exemption on petrochemicals but urges GST relief on inputs and faster refunds to ease cost pressures amid West Asia disruptions

Indian pharmaceutical companies may face losses of up to $750 million if the West Asia conflict continues, amid supply chain disruptions and rising logistics costs

Glenmark will directly manage Ryaltris sales in the US from April 2026, strengthening its innovation-led portfolio and expanding its commercial presence in the market

Drugmaker cuts prices of injectable semaglutide brands to expand access in India, but says no similar price reduction is planned for oral semaglutide brand Rybelsus

Acquisition of Wokadine marks Corona Remedies' entry into India's Rs 648 crore povidone iodine segment, strengthening its specialty portfolio and distribution reach

Court allows Dr Reddy's 30 days to clear stock, after which unsold Olymviq doses will be supplied to government hospitals in presence of Novo Nordisk representative

Pharmaceutical companies are increasingly turning to AI to accelerate R&D, betting on new modelling tools and automated labs to unlock efficiency gains across their pipeline

Biocon Limited names Shreehas Tambe CEO, outlines AI-led, integration-driven strategy to boost global biosimilars and generics growth

CDSCO flagged four drugs as spurious and 194 as not of standard quality in February 2026, including widely used medicines, as part of routine surveillance