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    • Syngene: How should one position for it after a disappointing quarter?

      The company’s investment in biologics and new modalities is promising. While some of these facilities should start contributing to the bottom line in the near term, the balance sheet remains strong with net cash of about Rs 900 crore

    • Divi’s Lab: Getting ready for peptide opportunity

      The prospects for custom synthesis businesses are getting better; valuation fair.

    • Navin Fluorine: Revenue visibility getting clearer for the CDMO business

      The CDMO business is steady and has got a scale-up order from a European major. As order visibility and product pipeline remain strong, good traction for the speciality chemicals business can be seen

    • Acutaas Chemicals: Next fiscal to see traction in new businesses

      The electrolyte additives business is expected to pick up in FY27 as contracts for fluoroethylene carbonate and vinylene carbonate are in place

    • Sai Life Sciences: Getting positioned for complex offerings

      The company is collaborating with large pharma clients on ADC chemistry. ADCs are a class of complex molecules used in targeted cancer therapy

    • Divi’s Lab: Time to take some profit off the table?

      With a cash balance of more than Rs 3,200 crore, the company appears well-positioned for further investments to tap upcoming opportunities

    • Laurus Labs: Is the healthy growth already priced in?

      The CDMO business for small molecules grew 58 percent YoY in Q2FY26, helped by a ramp-up in sales from new manufacturing assets

    • Divi's Labs, Laurus Labs, other pharma shares rise up to 5% as US Senate passes Biosecure Act

      The Act prohibits federal agencies from procuring/contracting with/using biotech equipment or services from companies of concern originating from China

    • What does the new US tariff salvo mean for Indian pharma?

      The diktat could be positive for local generic drug companies

    • Laurus Labs: Is it time to book profit?

      The company has a CDMO pipeline of 90+ human health projects, wherein 15 products are commercialised, targeting APIs and intermediates

    • Syngene: How soon can it overcome near-term worries?

      The CRDMO player is still to see the full impact of the client’s inventory rationalisation

    • How to navigate markets amid Fed’s pause and stagflation risks

      There are quite a few factors that make the future global economic scenario uncertain for now

    • Generics drugs are a shrinking market, CDMO hasn’t delivered, hospitals and diagnostics better plays for investors

      Pricing pressure and overall shrinking pipeline makes generics business challenging according to Kunal Vora

    • Divi’s Lab: Capex cycle picks up to meet emerging CDMO demand

      The company’s top line is likely to grow in double digits going forward

    • What does Trump’s MFN clause mean for the Indian pharma landscape?

      The new regulation appears to be less disruptive for the Indian generics; may impact those having exposure to speciality/patented portfolios

    • Trump’s drug pricing regulation: How does it impact Indian pharma?

      Pharma players working on speciality/patented portfolios could be impacted more

    • Ami Organics: Internal accruals fuel growth capex

      While client concentration is a key risk in the early years of building a CDMO business, a strong pipeline of products and capex for R&D augur well for the company

    • Laurus Labs: CDMO-led growth to enhance return ratios

      Drug discovery and development collaboration are the key drivers for the Indian CDMO industry.

    • Syngene: Conversion of pilot projects to long-term contracts a big positive

      The company remains a strong play on the global China-switch strategy

    • Ami Organics | Strong growth runway for the CDMO business? | Stock of the Day

      Ami Organics gets 87 percent of the revenue comes from pharma space wherein it manufactures intermediates for APIs and NCE (New Chemical Entities). Rest of the revenue comes from chemicals segment. While company’s foray into the lithium-ion batteries and the semiconductor industry value chain is a key watch, ramp-up in CDMO (Contract Development and Manufacturing Organization) contracts is expected to be the key earnings catalyst. In the recent quarterly result, there was a sharp pick up in the CDMO business. At the same time, guidance for next three years suggest that high growth phase to sustain.

    • Ami Organics: CDMO business brightens growth outlook

      Apart from the expected growth in the CDMO and pharma businesses, the com-pany expects an uptick in the semiconductor business in FY26.

    • Akums Drugs signs Rs 1,760 crore CDMO pact with a pharma major for European supply

      Akums Drugs has signed an agreement with a global pharma player to supply formulations to European market, which the company says will help 'opens doors' to further expand in the market.

    • Divis Lab: GLP-1 opportunity to unfold in the medium term

      Global sales from these drugs in Q3 CY2024 were a staggering $11.2 billion. Street estimates for GLP 1 drugs sales for anti-diabetic and/or obesity control are upwards of $150 billion in 2030.

    • Senores IPO: A B2B play in pharma generics

      Senores has an interesting business model, focusing on generic product identification and development. For the commercialisation and marketing of those products, it has tied up with large generic players.

    • Piramal Pharma shares surge 5% after JM Financial recommends Buy, sees 15% topline growth over FY24-27

      The note pointed out that the newly commercialised molecules of Piramal have gained traction. What will also help Piramal Pharma is the anticipation of a recovery in the US biotech sector in H2FY25, the JM Financial note said.

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