Pharma Sector

While expanded traceability aims to curb counterfeit medicines, industry says predictive manufacturing could help reduce NSQ drugs

Sectors to watch: As markets enter H2CY2026, analysts expect banks, defence, pharma, power, hotels and auto ancillaries to remain in focus.

Indian healthcare sector remains well positioned for sustained long-term growth, supported by structural demand, expanding hospital infra, higher healthcare spends, and favourable demographic trends.

The antitrust watchdog rejected its Director General's findings, ruling there was no evidence of anti-competitive agreements involving stockist appointments or new drug launches

Alembic Pharmaceuticals on Monday said it has received final approval from the US health regulator for the generic version of Dapsone gel indicated for the topical treatment of acne vulgaris. The approval by the US Food & Drug Administration (USFDA) is for the abbreviated new drug application (ANDA) of Dapsone gel, 5 per cent, Alembic Pharmaceuticals said in a statement. The approved ANDA is therapeutically equivalent to the reference listed drug product Aczone Gel, 5 per cent of Almirall, LLC, it added. Dapsone gel is indicated for the topical treatment of acne vulgaris, the company said.

Aurobindo Pharma stock hit a 52-week high at ₹1,585, and quoted close to its record high of ₹1,592 hit in September 2024. HDFC Securities maintains 'Add' rating on the stock.

Zydus Lifesciences and Sri Lanka's Sunshine Healthcare on Friday announced the setting up of a joint venture with an investment commitment of over USD 20 million to establish a pharmaceutical manufacturing facility in the island nation. The company has entered into a share subscription and shareholders' agreement (SSSHA) with Sunshine Healthcare Lanka Ltd (Sunshine) and Zydus Sunshine Lifesciences (Pvt) Ltd (Zydus Sunshine), Zydus Lifesciences said in a regulatory filing. Under the SSSHA, Zydus Lifesciences will subscribe 50 per cent of the total paid-up equity share capital of Zydus Sunshine for up to USD 5 million in one or more tranches, it added. Zydus Sunshine will set up a manufacturing facility in Horana Export Processing Zone in Sri Lanka to manufacture pharmaceutical products, which will strengthen local production and reduce import dependence, the filing said. This will improve access to high-quality medicines while supporting national supply chain resilience, it ...

Think tank flags non-tariff barriers as a bigger hurdle than duties for $35.8 bn drug exports

Aurobindo Pharma on Monday said its arm Aurobindo Pharma USA, Inc has received approval from the US Federal Trade Commission (FTC) for its USD 250 million acquisition of Lannett Company LLC. The transaction, valued at USD 250 million on a cash-free, debt-free basis and inclusive of normalised working capital, is expected to close before the end of this month, Aurobindo Pharma said in a regulatory filing. Lannett, a Pennsylvania-based generic pharmaceutical company, specialises in the development and commercialisation of a diversified portfolio of complex, non-opioid controlled substances, the filing said. The acquisition will significantly expand Aurobindo USA's product offering in this segment while adding a US-based manufacturing facility to its network, it added. "This acquisition represents a highly compelling strategic and financial opportunity for Aurobindo USA. It accelerates our revenue growth, strengthens our US-based manufacturing capabilities, and enhances our position i

HRV Pharma owns drug master files and customer relationships while outsourcing production to 53 manufacturing partners, aiming to scale without owning factories

Lupin, Intas Pharmaceuticals, Sun Pharma, MSN Laboratories, Natco Pharma, Zydus Life Sciences and Dr Reddy's Laboratories are some of the companies, the note said, that could potentially benefit.

Chronic therapies and GLP-1 adoption help broaden growth drivers as the market expands over 10 per cent in April and May

Brokerage says India should focus on specialty medicines and incremental innovation rather than copying Big Pharma's new-drug discovery model

Homegrown pharma major Cipla Ltd on Tuesday announced the appointment of Shivam Puri as the CEO of its 'One India Business' with effect from July 1, 2026. Puri, currently Managing Director and CEO of Cipla Health Ltd, a wholly-owned subsidiary of the company, has over 23 years of leadership experience across both FMCG and healthcare sectors. He brings strong commercial acumen and consumer-centric expertise, Cipla said in a regulatory filing. He took over as MD and CEO of Cipla Health in 2019, and under his leadership, the company rapidly expanded its portfolio and strengthened its presence across key consumer categories, such as smoking cessation, pain care, cough and cold, skin care, hair care and nutrition, among others, Cipla said. Before joining Cipla Health in 2019, Puri held senior leadership roles at Hindustan Unilever, Jubilant FoodWorks and ITC Ltd, the filing said.

Piramal Pharma is avoiding the crowded GLP-1 peptide market, focusing instead on niche therapies and specialised manufacturing to drive CDMO growth in FY27

The stock delivered higher returns than the benchmark Nifty Pharma over the past year

India's pharma sector remains resilient despite West Asia disruptions, as the government advances biopharma, R&D and bulk drug manufacturing initiatives

India plans a new support scheme for bulk drugs focused on R&D and capacity creation, while ruling out a broad medicine price hike despite rising input costs

Uttar Pradesh plans an 8,000-acre healthcare manufacturing ecosystem to attract investments, boost exports and emerge as a major pharma hub

Cost pressures, inventory strains likely to hit margins by 3-5%