Indian Pharma Companies

'Eye on $500 bn by 2047, pharma steps into 2026 with focus on innovation'

India's pharmaceutical industry is stepping into 2026, marking the beginning of a critical five-year period to build the required ecosystem to establish itself as an innovation hub in its bid to become a USD 500 billion sector by 2047, amid near-term challenges of tariff fluctuations and global trade realignments. The predominantly generic medicines-driven domestic drug industry, which has grown from USD 3 billion to USD 60 billion in size over the past 25 years, is shifting towards innovation in next-generation drugs. At the same time, it will also seek to capitalise on the opportunity to capture drugs worth over USD 300 billion that are set to lose exclusivity over the next seven years. "Today, Indian pharma stands at a defining moment and the next 25 years will be shaped by innovation, quality, and access," Indian Pharmaceutical Alliance Secretary General Sudarshan Jain said. The innovation agenda has gained notable momentum among the domestic players, he noted. "From 2026 onwa

Sun Pharma shares fall over 2% after USFDA flags facility as OAI

The USFDA conducted an inspection at the company's Baska facility from 8 September 2025 to 19 September 2025 and has subsequently classified the inspection outcome as Official Action Indicated (OAI)

Glenmark recalls product in US over manufacturing issue: USFDA

Drugmakers Glenmark and Dr Reddy's Laboratories are recalling products in the US due to manufacturing issues, according to the US Food and Drug Administration (USFDA). As per its latest Enforcement Report, the US health regulator noted that a US-based unit of Glenmark Pharmaceuticals is recalling 26,928 packs of oral contraceptive medication in the US. Mahwah, New Jersey-based Glenmark Pharmaceuticals Inc, USA is recalling the affected lot of Viorele, Desogestrel and Ethinyl Estradiol (USP, 0.15 mg/ 0.02 mg) and Ethinyl Estradiol tablets due to "failed impurities/degradation specifications." The affected lot was produced at Mumbai-headquartered drug maker's Goa manufacturing facility. The drug firm issued the Class II nationwide recall on September 3, 2025. USFDA stated that a US-based subsidiary of Dr Reddy's Laboratories is recalling the medication used to provide muscle relaxation during surgery. Princeton, New Jersey-based Dr. Reddy's Laboratories, Inc is recalling 571 vials o

Eli Lilly to pump $1 billion into India to boost contract manufacturing

The US pharma major to set up a manufacturing and supply hub in Hyderabad as part of a $1 billion investment aimed at boosting contract production in India

Indian markets may underperform for the next 2 quarters: Jio BlackRock AMC

I expect earnings and fundamentals to recover in a quarter or two, and from March-April 2026, India should resume its long-term uptrend, said Rishi Kohli, CIO, Jio BlackRock AMC in an interview.

Weak IP regime clouds pharma growth despite GST cuts, says BMI report

BMI warned India's weak IP protections deter global drugmakers, limiting access to innovative therapies, even as GST cuts on 33 lifesaving drugs lower costs and boost affordability

Tariffs, costs, and shifting strategies: Indian pharma's new playbook

Analysts say Indian pharma firms will increase focus on non-US exports and the domestic market as US tariff threats persist, with firms exploring offshore manufacturing options

DRL to Cipla: Pharma Inc firms up plans to launch anti-obesity drugs

Push comes as patents are set to expire in March 2026

Dr Reddy's Laboratories Q1 print misses target; brokerages split on outlook

Dr Reddy's Laboratories' posted a revenue of ₹8,545.2 crore, up 11 per cent year-on-year (Y-o-Y) but flat sequentially.

Here's why Shilpa Medicare share price is buzzing in trade today; details

Shilpa Medicare shares rose today after the company secured GMP certification from Saudi Arabia's SFDA for its Unit VI facility in Dabaspet, Bengaluru.

GMP, NSQ compliance: MSME pharmaceutical companies seek financial aid

Pharma MSMEs seek Rs 50 crore handholding and extension for GMP compliance under revised Schedule M, citing challenges in adhering to regulatory and quality standards

Indian pharma market grows 7.2% in May led by chronic therapies

Indian pharma market grew 7.2% in May with strong performance in chronic therapies such as cardiac and anti-infectives, along with gains from price hikes and new launches

Pharma shares in focus; GSK, Jubilant, Eris, Gland, Torrent rally up to 8%

Nifty Pharma stocks, including GSK, Jubilant Pharmova, Eris Life, Gland Pharma and Torrent Pharma, saw gains up to 8% as investors responded positively to strong Q4 results and favourable FY26 outlook

Biocon shares gain 2% as Japan partner launches Ustekinumab biosimilar

Biocon shares rose over 2 per cent after Biocon Biologics' Japanese commercial partner launched Ustekinumab BS Subcutaneous Injection

Trump's plans to cut drug prices in US may impact Indian pharma landscape

Trump's executive order, dated May 12, seeks to establish a mechanism through which American patients can buy their drugs directly from the manufacturers

US govt order to have nil impact on Indian pharma players, says Cipla

The US government's order to pharma firms to lower the cost of prescription medicines within 30 days will not impact Indian generic drugmakers, Cipla MD and Global CEO Umang Vohra said on Tuesday. He noted that the Executive Order signed by US President Donald Trump on Monday is probably going to impact branded drugs. "What we understand is that this is largely targeted towards branded drugs...As of now, what we understand is that this is a voluntary measure that perhaps the companies will be taking," Vohra stated. He noted that there are aspects of MFN clauses etc and it is not clear as of now how and in which manner the Executive Order will be implemented. "So as of now, from a generic perspective, I think generic (drug) prices in the US are already significantly comparable with the rest of the world, in some cases it is lower. So we don't believe that at least for now, based on what the promulgation says we think this is more (towards) branded sector...rather anything on the ...

Dr Reddy's: Brokerage reports by JM Financial, Motilal Oswal as stock up 4%

DRL's management has guided for double-digit growth in FY26, with margins expected to remain similar to FY25 levels. Here's what brokerages expect from the company going ahead

Schedule M rollout may face delay as MSMEs seek more time for upgrade

Small drugmakers seek a three-month extension to submit GMP compliance plans under revised Schedule M, raising concerns about delays in national rollout

Trump targets foreign drugs: Tariffs in 2 weeks, begins US mfg push

US President Trump has signed executive orders to speed up drug approvals and pharma infrastructure construction in the US

Pharma shares slide up to 10% as Trump to announce pharma tariffs 'soon'

Trump tariffs: Blue Jet Healthcare, Aarti Pharmalabs, Marksans Pharma, Ipca, Wockhardt, Ami Organics, Biocon, Piramal Pharma, Lupin, Laurus Labs and Gland Pharma dropped in the range of 3% to 10%