Page 2 - Pharmaceutical Firms

Lupin to acquire VISUfarma BV for €190 mn to expand European eyecare reach

Lupin's unit Nanomi BV will acquire VISUfarma BV from GHO Capital for €190 mn, adding an eyecare portfolio across Europe and strengthening its ophthalmology franchise

Lupin subsidiary Nanomi BV inks pact to acquire Netherlands-based VISUfarma

Drug maker Lupin on Monday said its subsidiary has inked a pact to fully acquire Amsterdam-headquartered VISUfarma BV at an enterprise value of 190 million euros. The company's wholly-owned subsidiary, Nanomi BV has signed a definitive agreement for the acquisition of VISUfarma BV, a portfolio company of global healthcare specialist investor GHO Capital Partners LLP, the Mumbai-based drug maker said in a statement. The acquisition of VISUfarma, with its broad portfolio of eye health products and established commercial infrastructure, aligns with the company's strategy to expand its European business and footprint and to advance the company's global specialty franchise, it added. By integrating VISUfarma's established commercial operations, Lupin will tap into the attractive ophthalmology market, which is experiencing significant global growth driven by an aging global population, the increasing incidence of diabetes-related eye complications, and growing awareness of preventive care

Trump's new tariffs shake Asian economies still reeling from trade war

On Thursday, Trump announced another round of tariffs, which would go into effect on Oct 1, applying import duties ranging from 25 percent to 100 percent on pharmaceuticals, heavy trucks, etc

Poly Medicure shares jump 5% on plans to acquire Citieffe Group for ₹324-cr

Poly Medicure shares rose 5 per cent after it announced its decision to fully acquire Italy-based Citieffe Group

Indian pharma sector revenue growth to ease to 7-9% in FY26: Crisil

Crisil projects India pharma growth at 7-9% in FY26 as exports to regulated markets slow after a US high base while domestic sales benefit from tax cuts and launches

Laurus Labs soars 6% in 2 days, market cap tops ₹ 50,000 crore; here's why

At 11:29 AM, Laurus Labs' stock was quoting 2 per cent higher at ₹943.15 on the BSE, commanding an m-cap of ₹50,913 crore, exchange data shows

Indian pharma faces US revenue slowdown amid scrutiny, tariffs: ICRA

ICRA projects Indian pharma firms' US revenue growth to slow due to price erosion, USFDA scrutiny and tariff risks, while high dependence on Chinese APIs persists despite PLI

Pharma in bitter health: Stocks sink upto 38% in 2025; time to bottom fish?

Among stocks, Natco Pharma plunged 37.85%, Ipca Labs 22.43%, Aurobindo Pharma 17.99%, and Sun Pharma 14.30%. Other laggards include Lupin (13.25%), and Dr Reddy's (5.17%).

NPPA asks pharma firms to pass on GST rate cut benefits from Sept 22

The National Pharmaceutical Pricing Authority has asked pharmaceutical companies and medical device makers to pass on the benefit of reduced GST rates to consumers with effect from September 22. "The benefit of reduction in GST rates shall be passed on to consumers/patients effective from September 22, 2025. All the manufacturers /marketing companies selling drugs/formulations shall revise theP of drugs/formulations (including medical devices) accordingly, with effect from September 22," the authority said in an order. The manufacturer and marketing companies shall issue a revised price list or supplementary price list to the dealers, retailers, state drug controllers and the government, reflecting the revised GST rates and revisedP, the National Pharmaceutical Pricing Authority (NPPA) stated. Manufacturer and marketing companies shall take immediate measures to sensitise dealers, retailers, and consumers about the reduction in GST rates through all possible channels of communicatio

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

Trump plans hefty tax on imported drugs, risking higher prices, shortages

President Donald Trump has plastered tariffs on products from almost every country on earth. He's targeted specific imports, including autos, steel and aluminium. But he isn't done yet. Trump has promised to impose hefty import taxes on pharmaceuticals, a category of products he's largely spared in his trade war. For decades, in fact, imported medicine has mostly been allowed to enter the United States duty-free. That's starting to change. US and European leaders recently detailed a trade deal that includes a 15 per cent tariff rate on some European goods brought into the United States, including pharmaceuticals. Trump is threatening duties of 200 per cent more on drugs made elsewhere. Shock and awe' is how Maytee Pereira of the tax and consulting firm PwC describes Trump's plans for drugmakers. This is an industry that's going from zero (tariffs) to the potential of 200 per cent.' Trump has promised Americans he'll lower their drug costs. But imposing stiff pharmaceutical tariffs

Dr Reddy's hopes GST reforms will fix pharma tax issues, boost access

Dr Reddy's Laboratories on Tuesday expressed hope that the new GST structure will take care of existing challenges and aid in ushering a rationalised, industry-friendly tax framework for the pharmaceutical industry. For an extended period, the pharmaceutical sector has faced structural challenges, including higher GST rates and an inverted duty structure, which have impacted the cost efficiency of domestic manufacturing and the affordability of medicines, Dr Reddy's Laboratories Chairman Satish Reddy said in a statement. "We are optimistic that the forthcoming reforms will address these critical concerns and introduce a rationalised, industry-friendly tax framework," he noted. Such measures will significantly improve the affordability and accessibility of essential medicines for every citizen, while also enhancing the global competitiveness and innovation capacity of the Indian pharmaceutical industry, Reddy said. The industry remains fully committed to working in close partnership

Akums Drugs announces JV to set up manufacturing facility in Zambia

Akums will hold 51% in its joint venture with the Zambian government to set up a pharma manufacturing facility, marking its first overseas plant and Africa expansion

Jefferies upbeat on India CRDMO; initiates Buy on Cohance; upgrades Divi's

Jefferies is optimistic on India's CRDMO sector, given its evolution from quasi-chemical firms into strategic partners for innovators; check more details

Aurobindo Pharma leads $5 billion race to acquire Prague-based Zentiva

Shortly after reports of the potential acquisition surfaced, Aurobindo clarified that no binding agreement or definitive decision has been made regarding the deal

Pharma Inc mulls offshore strategy as US tariff fears hit sentiment

Despite current exemptions, Indian pharma firms are preparing for potential US tariffs through offshore units, EU market focus, and sourcing diversification

Indian pharma market grows 7.9% in July, led by chronic therapies

Despite flat volumes, India's pharma market posted 7.9% growth in July on strong demand for chronic therapies like cardiac and diabetes; MAT turnover crossed Rs 2.3 trillion

Lupin shares advance 5% after Q1 results; should you buy in?

Lupin shares rose 5 per cent after the firm posted a 52 per cent year-on-year increase in net profit in Q1 FY26

Emcure Pharma shares gain as JM Financial initiates coverage; check target

JM Financial initiated coverage on Emcure Pharma with a 'Buy' rating and a target price of ₹1,740, citing its growth prospects

India launches formal rules to fix, streamline drug and device clearances

India has issued first official guidelines for expert panels to bring consistency, speed, and transparency to drug and device approvals amid a broader regulatory overhaul