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INDIA CRDMO SECTOR
“Reallocate, Diversify, Reposition”: Ajay Srivastava flags rising macro risks for investorsIndian markets face rising macro risks from global shocks, currency pressure, and energy prices, impacting domestic consumption and corpora...
Syngene shares zoom 17% even as firm’s Q4 net profit drops 19% YoY. What's driving the surge?Syngene shares surged despite a 19% YoY decline in Q4FY26 net profit to Rs 148 crore, as earnings rebounded sharply from Rs 15 crore in the...
Stick to defensive and quality themes amid volatile global setup: Mayuresh JoshiIndian stock markets are showing a strong rebound. Investors are now carefully selecting companies with good earnings and strong finances. ...
ETMarkets Smart Talk| Aditya Sood sees multi-year upside in financials and domestic manufacturing themesAditya Sood of InCred Asset Management is bullish on India's market, expecting financials and domestic manufacturing to lead wealth creatio...
India’s generic pharma faces tariff uncertainty but retains edge in US market: JPMorgan analystIndia’s generic pharma faces tariff uncertainty but retains edge in US market: JPMorgan analyst
Jefferies' pharma bets are Divi's Laboratories and 3 smallcaps, with up to 30% upside. Here's whyJefferies expects India’s CRDMO sector to see strong growth over 3–5 years, recommending Divi’s Labs, Cohance Lifesciences, Sai Life Scienc...
Cohance Lifesciences and other pharma stocks jump up to 5% after Jefferies initiates Buy recommendationCohance Lifesciences, Divi’s Laboratories, and SAI Life Sciences rallied after Jefferies initiated coverage with ‘Buy’ ratings, citing stro...
Avendus Fund, SBI Life lead funding in AragenAvendus Future Leaders Fund and SBI Life Insurance have collectively invested ₹300 crore in Aragen Life Sciences, acquiring a 2.5% stake in...
Trump tariff assault hits over 40 Indian stocks. Full list across key sectors for stock market investorsIndian markets initially stumbled but recovered following Trump's tariff announcement, with export-heavy sectors like textiles, pharma, and...
Anthem Biosciences shares rally 3% after healthy listing. Should you buy now?Anthem Biosciences share price: Anthem’s IPO did not include a fresh issue, with all proceeds going to existing shareholders. Prior to the ...
TPG offloads Rs 1,505 cr stake in Sai Life via block deals; Norges Bank, MFs step inGlobal investor TPG sold its ₹1,505 crore stake in Sai Life Sciences via block deals at ₹722 per share. Key buyers included Norges Bank and...
India's contract drug makers seek government support in China fightIndia's contract drug makers are seeking government support to remove regulatory hurdles and speed up raw material import clearances. With ...
India's CRDMO sector can touch USD 25 bn in size by 2035: ReportIndia's CRDMO sector has the potential to reach USD 22-25 billion by 2035, driven by supply chain de-risking, pricing pressures, and demand...
India becoming an attractive option for global pharmaceutical supply chain: Macquarie ReportIndia's CRDMO industry is projected to grow from USD 7 billion to USD 14 billion by 2028, driven by pharmaceutical outsourcing and regulato...
Macquarie bullish on Suven Pharma, Divi's Labs, Bluejet and SyngeneMacquarie said that the sector is currently at a turning point, driven by increased pharmaceutical outsourcing due to drug pricing pressure...
Macquarie initiates coverage on Divi’s Labs, 3 CRDMO firms with up to 40% upside potentialThe global brokerage firm highlights that Indian CDMO companies trade at a 2-year forward EV/EBITDA of 20x, compared to 16x for regional an...
Buy Piramal Pharma, target price Rs 340: JM FinancialJM Financial recommends buying Piramal Pharma stock. The target price is Rs 340. The current market price is Rs 260.55. India's CRDMO indus...
Quadria Capital to pick up minority stake in drug company AragenQuadria Capital is set to acquire a 10% stake in Aragen Life Sciences for about $100 million, valuing the Indian CRDMO at $1.2 billion. The...
Want to make India a reliable pharmacy of world, says Secretary Department of PharmaceuticalsThe Indian pharmaceutical industry is emerging as a crucial part of the economy, driven by the success of the Make in India initiative and ...
D-Street Diary: Sai Life, Sanstar, Godrej Consumer & other companies in focusSai Life Sciences, backed by TPG, has filed for a massive ₹5000 crore IPO. Sanstar's IPO opens on July 19. Northern Arc Capital and bulk co...