Soumeet Sarkar’s Post

💊Pharma is in the Pink of Health 🌟💊 India’s $28-bn exports grew 10% last year and 8% in the last six years. The Indian pharma sector is flexing its muscles. In the last 12 months, the NSE Pharma has returned 50% It is focused on two markets – a $24-bn branded generics domestic bazaar and a $28-bn formulations and API exports. Torrent Pharmaceuticals Ltd Current Price₹ 3,485 Market Cap ₹ 1,17,948 Cr. Ajanta Pharma Ltd Current Price₹ 3,244 Market Cap₹ 40,516 Cr Nifty Pharma PE Ratio ₹ 38.8 Nifty 25,235.90 Rishabh Kale

Indian Pharma Manufacturers are Dominating Exports 💊 💉 🌍 The Nifty Pharma Index has surged over 5% in the past month and is up nearly 18% year-to-date. Indian pharmaceutical manufacturers are excelling in export markets, with domestic market growth further boosting their performance. The Indian Pharma market grew steadily at 10% in May 2024, up from 8.9% in April 2024. This growth is impressive given the high base of May 2023, which saw a 10.3% increase. The chronic product segment continues to support growth, while the acute segment is gaining momentum. Top performers among the top 20 pharma companies include Glenmark Pharmaceuticals with 18.9% year-on-year growth and JB Pharma with 13.1% growth. Ajanta Pharma, Zydus Lifesciences, Mankind Pharma, Cipla, and Sanofi India also posted significant gains. Some companies underperformed, such as Pfizer, Indoco Remedies, GSK, IPCA Laboratories, and Alembic, with 1-7% YoY growth. Over the past six months, Torrent Pharmaceuticals, Abbott, Lupin, JB Pharma, and Zydus have gained the most market share. Conversely, Cipla, Aristo, GSK, Alembic, Pfizer, Alkem, Glenmark, and Sun have lost market share. Analysts are optimistic about sustained IPM growth due to improved field force productivity, price hikes in non-NLEM portfolios, new launches, and increased sales. #pharmaceuticalsales #healthcare #pharmaindustry #pharmamanufacturing #sunpharma #pfizer #cipla Source:Janardhan Boyapati

Can India really become a $130B Pharma Market by 2030? India’s $50B Pharma Market is being looked up with aspiration to reach $130B by end of the decade. This means an average growth of approx 15% every year. >$25B out of this $50B comes from the domestic market and this segment is under significant discomfort with 5-6% growth reported during past two months. But a deep dive on the reasons as stated by ET in this article will show that price conscious segments like Trade generics, Jan Aushadhi are still driving growth as per the Govt's push to make high quality products more affordable and accessible to masses. However, the challenge is coming from demand growth of branded generics or new launches. Even if the domestic market bounces back to its regular growth between 9-12% annually, significant opportunity involving exports and R&D innovation as given below will need to be unlocked to boost India’s journey towards the $130B target: - Huge opportunity to push for First-to-File or Para IV status for high value products like what #NATCO did with #semaglutide. The #Diabetes and #Obesity market is racing towards a $100B size in itself and is gearing up for generic launches during the decade - Opportunity to become preferred global suppliers for Bulk Drugs and #Intermediates through the #PLI route introduced by the Govt and compete with China - Leverage significant R&D capabilities across complex and #recombinant technologies like #peptides, #oligonucleotides or even homegrown CAR-T therapies to offer expensive medication more economically to international markets either as exports or during medical tourism - Ride the #CDMO wave for manufacturing finished formulations/injectables/high value products and Custom Synthesis of APIs for Big Pharma/Advanced markets - Tremendous #Biosimilar launch opportunities coming up that can help companies unlock attractive pricing on one side while delivering good market access on the other side depending on market archetypes The Economic Times Vikas Dandekar #API #FinishedFormulation #FDF #Pharmaceutical #IndianPharmaMarket #Growth #Forecast #MarketAccess #FTF #BigPharma #ANDA #Generics #JanAushadhi #BrandedGenerics #NewProductLaunch #CustomSynthesis #CART https://lnkd.in/gJVuc2Dj

Indian Pharma Market (IPM) Report – December 2024: Key Highlights & Insights The Indian pharmaceutical market continues its robust growth trajectory, clocking ₹19,248 Cr in December 2024, with a 6.52% monthly growth and 7.60% MAT growth. ✅ Top Performers: Sun Pharma retains its leadership position with ₹1,523 Cr in monthly sales and 8.35% growth, followed by Abbott and Cipla. Mankind Pharma and Alkem maintain strong momentum, with Mankind crossing ₹919 Cr in monthly sales. Intas Pharma leads in month-over-month (MoM) growth at 7.31%, highlighting its market strength. 📈 Notable Growth Stories: Himalaya Drug saw an impressive 19.26% MoM growth, while AstraZeneca surged with 28.79% growth in MAT values. La Renon recorded 17.47% MoM growth, showcasing strong niche market performance. Sanofi and Alembic saw marginal declines, signaling possible shifts in market strategy. 📊 Industry Outlook: With steady double-digit growth across key players, IPM's resilience remains strong. The market dynamics indicate increasing demand, expansion in chronic therapies, and strategic acquisitions fueling growth. #IndianPharma #IPM #PharmaGrowth #HealthcareTrends #PharmaceuticalIndustry #MarketInsights

Day- 25/30 Cipla Ltd The company has posted revenue of INR 25,447 Crores in CY2024. The Revenue hasw been growth at a CAGR of -5% and 9% during the last 3 and 5 years respectively. The management is extremely on overall growth of ph market due to factors such as supply chain, potential competition entering the albuterol inhalation market, lowering prices on generic and slower growth in acute therapies. The company has given growth guidance of 23%. The analyst's consensus growth for CY25 is INR 28,228 crores which 11% growth over the CY24 revenues of INR 25,447 Crores. #ciplaltd #pharmasector #pharma #cipla

Day- 11/30 Cipla Ltd Cipla Ltd (hereinafter referred as “Cipla Ltd” or “The Company“) is an Indian Multinational Pharmaceuticals manufacturing company headquartered in Mumbai. Cipla Ltd was incorporated in the year 1935 and the first plant was commissioned in Bombay central in 1936. The company now has thirty five manufacturing units in India and forty seven manufacturing units across the world. It has five R&D facilities in New York, USA and in Maharashtra and Karnataka, India where term of 1650+ scientists are innovating and developing category. The company revenue streams are diversified, with a significant portion derived from its OneIndia brand, followed by North America, SAGA regions (South America, Australia, and gulf Cooperation Council countries) and APIs. The geographical split is India 43%, North America 26%, SAGA regions 14%, EMEU 13% and others 4%. The company has launched 78 new products in FY23. (vs 93 in FY22 and 81 in FY21). Out of these 78, 27 were launched in Emerging Markets, 20 in Europe, and 12 in India.303 patents are granted to Cipla till FY23. The company launched 30 new products in 9MFY24. #cipla #pharma #pharmasector #ciplacompany

Indian Pharma Manufacturers are Dominating Exports 💊 💉 🌍 The Nifty Pharma Index has surged over 5% in the past month and is up nearly 18% year-to-date. Indian pharmaceutical manufacturers are excelling in export markets, with domestic market growth further boosting their performance. The Indian Pharma market grew steadily at 10% in May 2024, up from 8.9% in April 2024. This growth is impressive given the high base of May 2023, which saw a 10.3% increase. The chronic product segment continues to support growth, while the acute segment is gaining momentum. Top performers among the top 20 pharma companies include Glenmark Pharmaceuticals with 18.9% year-on-year growth and JB Pharma with 13.1% growth. Ajanta Pharma, Zydus Lifesciences, Mankind Pharma, Cipla, and Sanofi India also posted significant gains. Some companies underperformed, such as Pfizer, Indoco Remedies, GSK, IPCA Laboratories, and Alembic, with 1-7% YoY growth. Over the past six months, Torrent Pharmaceuticals, Abbott, Lupin, JB Pharma, and Zydus have gained the most market share. Conversely, Cipla, Aristo, GSK, Alembic, Pfizer, Alkem, Glenmark, and Sun have lost market share. Analysts are optimistic about sustained IPM growth due to improved field force productivity, price hikes in non-NLEM portfolios, new launches, and increased sales. #pharmaceuticalsales #healthcare #pharmaindustry #pharmamanufacturing #sunpharma #pfizer #cipla

Indian pharma companies Aurobindo, Glenmark, and Zydus have all initiated product recalls in the US market due to manufacturing issues. Maanav D J reports: https://lnkd.in/dcqUXyth #IndianPharma #Aurobindo #Glenmark #Zydus #ProductRecall #USMarket #PharmaIndustry #ManufacturingIssues #QualityControl #GlobalPharma #HealthcareNews

#pharmaindustry update > As many as 15 blockbuster drugs whose revenues worth USD 112 billion will be off patented during 2023 to 2029. > The Indian pharma industry will have a growth opportunity of USD 10 billion in the form of generics (including complex). > Indian pharma exports recorded 8.85% growth during April and May this year at USD 4.73 billion against USD 4.35 billion during the same period last fiscal. > With the advent of quality concerns raised by global regulatory agencies, Pharmexcil’s priority has been shifted to quality management and imbibing quality culture in the industry. > India has 748 US Food and Drug Administration approved manufacturing facilities. > Indian pharma exports grew from USD 3.9 billion in FY05 to USD 27.85 billion in FY24 and is expected to touch around USD 31 billion this fiscal. > Latin America and Africa are the focused geographies for Indian pharma exports. Anamind has been working with major global #pharma companies to support in their #scmplanning processes and helping them adopt best practices in planning across the globe. To know more do visit our website www.anamind.com or connect with us to know more. SUN PHARMA Abbott Pfizer West-Coast Pharma GSK AUROBINDO PHARMA LTD AstraZeneca Johnson & Johnson Novartis Merck Cipla Dr. Reddy's Laboratories Zydus Group MANKIND PHARMA LTD Torrent Pharmaceuticals Ltd Lupin Pharmaceuticals Alkem Laboratories Ltd. Biocon Sheetal Yadav Prabir Mukherjee Warambo Jane Rutger Nouwen Meghanath Reddy Gaurav Mohanty Parikshit Br Vivian Viegas Shwetha Sharath Riya Srivastava Shristi Raj Aditi Kulkarni Mannatil Geetha Deepa Seshan Praveen Kumar Rishi Trivedi

"📊 Cipla vs. Peers: Valuation Insights How does Cipla compare to other Indian pharma giants? Analyzing key metrics like P/E ratios, EBITDA multiples, and growth trends to understand its market position. What’s your take on India’s evolving pharma landscape? 💬 #PharmaValuation #Cipla #FinanceInsights #IndianPharma"