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Informist, Thursday, Aug. 14, 2025

MUMBAI – Pharmaceutical stocks are likely to rise next week, extending their winning streak from this week, on the back of robust earnings for the June quarter and strong valuations, according to an analyst. Market participants said that the earnings outcome would offset the impact of uncertainties around the potential imposition of heavy pharmaceutical tariffs. 

"Upcoming months will be eventful for the pharmaceutical sector as major drug companies like Dr. Reddy's Laboratories, Cipla, and Lupin are planning to launch glucagon-like peptide-1 Semaglutide drug in international markets as well as domestic markets," said Heet Van, equity research analyst at Elara Capital. Van added that the companies would fulfil the demand of Semaglutide drug in Canadian and Brazil markets, as global player Novo Nordisk has been unable to meet the demand in these markets and a few Indian companies are likely to use this opportunity to penetrate these spaces. 

Most Indian pharmaceutical companies plan to launch new products in the market in 2025-26 (Apr-Mar) in order to mitigate the impact of Revlimid's patent expiry in January. Many glucagon-like peptide-1 drugs are likely to come to the rescue of Indian pharmaceutical majors in this scenario, according to market participants. 

The Nifty Pharma index ended marginally higher Thursday and rose over 3% throughout the week. Gland Pharma was the best performing stock in the index, rising over 1%. Abbott India and Glenmark Pharmaceuticals rose nearly 1%. Dr. Reddy's Laboratories, Ajanta Pharma and Divi's Laboratories ended 0.5% higher. Among the worst performers in the index, Natco Pharma declined over 3% followed by Lupin which fell over 1%. 

TOP HEADLINES

* US FDA issues 6 observations to Cohance Life's formulation unit in Hyderabad
* US FDA issues 4 observations to Zydus Life's formulation plant in Himachal
* US FDA issues no observation to Zydus Life's mfg unit in Ahmedabad
* Cohance Life Apr-Jun consol net profit falls 35% YoY to INR 488.8 million
* Pfizer Apr-Jun PAT rises 27.2% YoY to INR 1.92 billion
* Earnings Review: Max Health YoY PAT growth highest in 8 qtrs but misses view
* Earnings Outlook: Max Healthcare Q1 consol PAT seen surging on unit ramp-up
* Cohance Life to invest $10 mln to expand bioconjugation capabilities in US
* Analyst Concall:Alkem Lab eyes non-US mkts to drive growth, de-risk business
* Analyst Concall: Zydus Life sees single-digit growth in US in FY26
* Gland Pharma gets US FDA approval for Cangrelor injection
* Earnings Review: Robust domestic, Intl ops boosts Alkem Lab's Q1 PAT, sales
* Earnings Review: Zydus Life Q1 PAT, revenue beat view on strong India sales
* Natco Pharma Apr-Jun consol PAT falls 28.1% YoY as sales fall 2.5%
* Abbott India Apr-Jun PAT rises 11.5% YoY to INR 3.66 billion
* Granules India Apr-Jun consol PAT falls 16.3% YoY to INR 1.13 billion
* Lupin partners with Sandoz group to commercialise Ranibizumab biosimilar
* Pfizer launches 20-valent pneumococcal conjugate vaccine for adults in India
* Earnings Outlook: Alkem Lab's Q1 PAT seen down YoY on US sales weakness
* Earnings Review: Ipca Lab meets Street view on PAT, misses sales estimate
* Ipca Labs Apr-Jun PAT rises 28.4% YoY to INR 2.62 billion
* Lupin launches low blood sugar treatment drug Glucagon injection in US
* Zydus Life gets final US FDA approval for diltiazem hydrochloride tablets
* Earnings Outlook: Zydus Lifesciences Apr-Jun consol PAT seen down 4% YoY
* Earnings Outlook: Exports seen driving up IPCA Labs Apr-Jun net, revenue
* ICICI Prudential MF pares stake in Gland Pharma to 3.05% from 5.08%
* Zydus Life gets final nod from US FDA for Prucalopride tablets
* US FDA tags Dr Reddy's mfg unit in Telangana as 'voluntary action indicated'
* Akums Drugs Apr-Jun consol PAT rises 7.1% YoY to INR 448.67 million
* Concord Biotech Apr-Jun consol PAT falls 26.1% YoY as sales fall 5.5%
* Wockhardt consol net loss widens from year ago to INR 900 million in Apr-Jun

Following are the resistance and support levels for the stocks for next week as per calculations by Informist based on their prices on the National Stock Exchange:

End

Reported by P. Madhu Kumar

Edited by Avishek Dutta

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