Pharma Stocks Outlook
Positive momentum to continue on rising export demand
This story was originally published at 20:13 IST on 22 August 2025
Register to read our real-time news.Informist, Friday, Aug. 22, 2025
MUMBAI – Pharmaceutical stocks are likely to continue their positive momentum next week amid rising export demand from the US and other geographies, analysts said. Despite negative sentiment in the broader market ahead of the Aug. 27 deadline for fresh US tariffs coming into effect, the pharmaceutical sector seems to be unaffected, as this sector may be spared from tariffs for now, according to analysts. They also said that pharmaceutical companies will show resilience as pharmaceutical tariffs earlier threatened by US President Donald Trump weren't likely to be announced anytime soon.
Indian drug companies may be hit by a fresh blow to their inventories as a new rule by the Central Drugs Standard Control Organisation barring exports of any product with less than 60% shelf life is likely to hurt their earnings in the coming quarters, according to an analyst at a domestic brokerage.
On the other hand, the Indian government and drug companies are scouting for new avenues to expand their market share amid uncertainties around tariffs on pharmaceuticals by the US. Speculation on Aurobindo Pharma's attempt to acquire European pharmaceutical major Zentiva is seen as one such event. A commerce ministry official's latest comment in support of Indian industry's efforts to expand into new geographies like Peru is a postive for the pharma industry, analysts said.
Mehul Sheth, research analyst at HDFC Securities, said Indian pharmaceutical companies are expected to perform better in the September quarter compared to the June quarter, supported by higher sales in the anti-infective and gastro segments due to a good monsoon season. Sheth said that the September and December quarters are usually beneficial for Indian drug makers due to high demand for acute therapy medications in the monsoon season.
The Nifty Pharma index is expected to move in the range of 22600-22000 levels, said Anshul Jain, head of technical research at Laxmishree Investment and Securities. On Friday, the Nifty Pharma ended 0.4% higher at 22265 points. IPCA Laboratories was the best performing stock on Friday and ended over 4% higher. Divi's Laboratories was up a little over 2% and rose for the second straight session. Among the worst performers, Abbott India and Laurus Labs fell over 2% each. For the week ended Friday, the Nifty Pharma ended 0.5% higher.
TOP HEADLINES
* Piramal Pharma arm, NewAmsterdam announce opening of oral solid dosage suite
* Concord Biotech says EU bodies concluded inspection at Limbassi API unit
* IPO Alert: Anlon Healthcare sets price band at INR 86-INR 91
* Tax dept raids some Ajanta Pharma offices, mfg units, search still underway
* Aurobindo Pharma clarifies no 'definitive decision' on Zentiva buyout yet
* Lupin launches generic of pulmonary hypertension drug Bosentan in US
* Mankind Pharma sets up arm in Russia to distribute products of Bharat Serums
* Alkem Labs launches Olesoft Trucera lotion under moisturiser segment
* Alembic Pharma gets US FDA final approval for Macitentan tablets, 10 mg
* Glenmark Pharma arm to launch fungal infection drug Micafungin in US
* Analyst Concall: Glenmark sees strong revenue growth December qtr onwards
* Alembic Pharma gets US FDA final approval for acne treatment cream Tretinoin
* India Ratings ups Sai Life Sciences' long-term bk loan rating to AA- from A+
* Earnings Review: Glenmark Pharma Apr-Jun PAT slumps YoY on one-time cost
* Analyst Concall: Max Health sees project debt go up further in rest of FY26
* AstraZeneca Pharma posts INR 558.3 mln net profit in Apr-Jun vs loss yr ago
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:
| Company | Price | Week-on-Week Change in % | Resistance | Support |
| Abbott India | 31875.00 | (-)4.20 | 33158.30 | 31108.30 |
| Alkem Laboratories | 5426.00 | 1.50 | 5500.70 | 5382.70 |
| Aurobindo Pharma | 1050.40 | (-)3.10 | 1067.90 | 1027.70 |
| Biocon | 359.50 | 0.10 | 364.30 | 354.00 |
| Cipla | 1592.80 | 1.80 | 1610.30 | 1576.30 |
| Divi's Laboratories | 6151.50 | 0.30 | 6242.50 | 6042.50 |
| Dr Reddy's Laboratories | 1277.60 | 1.40 | 1294.30 | 1257.30 |
| Gland Pharma | 1957.40 | (-)0.90 | 1998.00 | 1890.80 |
| GlaxoSmithKline Pharmaceuticals | 2798.80 | 1.10 | 2840.00 | 2732.00 |
| Glenmark Pharmaceuticals | 1937.30 | (-)5.30 | 1971.80 | 1912.80 |
| Granules India | 458.50 | (-)0.20 | 469.90 | 450.30 |
| Ipca Laboratories | 1418.40 | 3.80 | 1489.40 | 1305.00 |
| Laurus Labs | 879.10 | 2.30 | 903.00 | 863.10 |
| Lupin | 1974.70 | 0.70 | 1988.30 | 1955.70 |
| Natco Pharma | 882.45 | 0.90 | 892.20 | 876.20 |
| Pfizer | 5668.50 | 6.40 | 5827.80 | 5542.80 |
| Sanofi India | 5230.50 | 3.00 | 5294.80 | 5182.80 |
| Sun Pharmaceutical Industries | 1641.80 | 0.00 | 1659.10 | 1626.50 |
| Torrent Pharmaceuticals | 3685.30 | 1.70 | 3735.80 | 3609.80 |
| Zydus Lifesciences | 988.80 | 0.00 | 1005.20 | 978.30 |
| Nifty Pharma | 22265.00 | 0.50 | 22380.10 | 22114.00 |
| Nifty 50 | 24870.10 | 1.00 | 25163.70 | 24712.30 |
| S&P BSE Sensex | 81306.85 | 0.90 | 82232.60 | 80828.90 |
End
Reported by P. Madhu Kumar
Edited by Avishek Dutta
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