Pharma Sector

The major business growth drivers for data analytics and artificial intelligence player Qlik are the government sector, Banking, Financial Services, and Insurance (BFSI), and pharma, according to the US-based firm's Managing Director (India), Varun Babbar. "We see a lot of initiatives by various state governments as well as central governments where they are revamping their whole data ecosystem and building the right data foundations to build AI-driven projects," Babbar told PTI. Banking and financial services have been early adopters of technology, and they were the first ones to build data warehouses and data lakes, he said, adding that there is a lot of innovation being done by them. Besides, he said, pharma is another vertical where a lot of traction is taking place. On the government side, he said, the company is working with three states apart from various public sector companies, including Indian Oil Corporation. "We see a lot of initiatives built by various state governmen

New UCMPMD amendment allows overseas training without prior approval in cases where equipment or expertise is unavailable domestically, shifting compliance responsibility to firms

Global investment firm Bain Capital has divested nearly a 1 per cent stake in Emcure Pharmaceuticals for over Rs 289 crore through open market transactions, according to the block deal data on the NSE. Following the stake sale, shares of Emcure Pharmaceuticals fell 2.31 per cent to trade at Rs 1,690 apiece on the National Stock Exchange (NSE). US-based Bain Capital, through its affiliate BC Investments IV Ltd, offloaded 18 lakh shares, or a 0.95 per cent stake in Pune-based Emcure on Wednesday. The shares were sold at an average price of Rs 1,608.20 apiece, taking the transaction value to Rs 289.47 crore. After the latest transaction, BC Investments IV's holding in Emcure has declined to 2.93 per cent from 3.87 per cent. Meanwhile, Norway's Government Pension Fund Global bought the same number of shares at the same price. The Norwegian Fund is the world's largest sovereign wealth fund. In February this year, Emcure Pharmaceuticals posted a 48 per cent year-on-year increase in it

Brazil's regulator Anvisa rejects DRL and Cipla's generic GLP-1 drug filings, citing unmet technical requirements on efficacy, safety and quality

The Department of Pharmaceuticals plans to approach MoPNG and the Fertilisers Department to secure ammonia supplies for drugmakers amid shortages triggered by West Asia tensions

India's pharma and healthcare firms may post steady Q4 revenue growth, but weak US generics and rising costs are likely to keep margins under pressure

On an FY basis, India's pharma exports remained flat at $31.11 billion in FY26, a 2.13 per cent rise from $30.47 billion in FY25

Pharma sector may see a 7 per cent Y-o-Y growth in reported sales and a 1 per cent increase in Ebitda, led by steady ex-gRevlimid US sales, healthy domestic growth, and favourable forex movements

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