Page 2 - Pharma Sector

Ammonia shortage: DoP to seek support from MoPNG, Fertilisers Dept

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

Results preview: Pharma growth steady in Q4, but US drag weighs on margins

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

West Asia war drags India's March drug exports for first time in 3 years

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 cos brace for soft Q4; US drag persists; domestic growth cushions

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

Diagnostics stocks favoured on Q4 optimism amid strong volume growth

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

Drug regulator may retain GMP relaxations in Schedule M for select products

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

Orbicular Pharma gets US FDA nod for generic Ozempic with Apotex

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

CDSCO moves to fast-track foreign drug import approvals, cut delays

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

Semaglutide generics hit Mounjaro sales, market share after patent expiry

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

IPM growth at 10.5% marks 5-qtr high on steady pricing, volume recovery

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

Patent wins vs tariff risks: Analysts pick top pharma stocks to bet on

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.

Comm Secy asks pharma sector to reduce dependence on imported raw materials

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

India likely to stay insulated from Trump's tariff shock on patented drugs

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

Firms with cancelled drug licences may face heat as Centre tightens rules

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

Emcure slashes obesity drug Poviztra price by up to 55% amid competition

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

Medtech, pharma welcome duty relief, seek GST cuts on key inputs

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 drugmakers may lose up to $750 million if Iran war drags on

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 takes direct control of Ryaltris sales in US from April 2026

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

As generics wave builds up, Novo Nordisk slashes Ozempic, Wegovy prices

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

Corona Remedies acquires Wokadine from DRL, enters iodine market

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