Here's why Nandish Shah technical research analyst of HDFC Securities recommends a 'Bull Spread' strategy on Cipla and United Spirits derivatives for the July series.
Analysts said that a combination of defensive buying, strong earnings visibility, export tailwinds, and sector rotation is driving the rally in pharma stocks.
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.
Filed 10 applications with USFDA in FY26 to build a pipeline of differentiated products for regulated markets
Stocks to watch today: Vedanta, Cipla, Dabur, Vi, Oil India, CDSL, Ratnaveer Precision, NLC India, Sagility among others will in focus today.
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Strong India and Africa growth partially offset weakness in North America as Cipla focuses on respiratory launches and regulatory filings
Going forward Cipla's management expects to pick up momentum in FY27 and aspires $1 billion revenue from the US itself.
Drugmaker cites lower contribution from key US products, higher R&D investments and rising operating costs as Q4 FY26 profit declines sharply
Total revenue from operations fell 2.8 per cent to ₹6,541 crore, below the average expectations of ₹6,749 crore, hurt by a sales decline in its key North America market
Cipla reported total income from operations of ₹6,541 crore, down 2.8 per cent year-on-year (Y-o-Y) from ₹6,730 crore in the year-ago period
Stocks to watch today: Jewellery stocks, Tata Power, RVNL, Airtel, Cipla, Dixon Technologies, Dr Reddy's, Berger Paints are among others that will remain in focus today.
Cipla's March 2026 quarter revenue is expected to decline marginally to ₹6,665 crore as compared to ₹6,730 crore in the year-ago period
The Nifty Pharma index was quoting higher for the fifth straight trading day, surging 3.8 per cent during the period, as against 0.37 per cent gain in Nifty 50.
Glenmark Pharma, Cipla, Wockhardt, Mankind Pharma, Lupin, Zydus Life, Laurus, Ipca Labs, Divis Labs, Strides Pharma and Onesource were up in the range of 3% to 6%.
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
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.
Amol Athawale of Kotak Securities believes that the short-term outlook for Nifty Healthcare remains uncertain and sentiment may turn negative in case the index falls below 13,500 levels.
Stocks to buy: Ajit Mishra of Religare Broking recommends buying BSE and Laurus Labs; also suggests Nifty trading strategy
Cipla declined 2% to ₹1,195.15, also its lowest level since December 2023 on the BSE in Wednesday's intra-day trade.