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INDIAN PHARMA COMPANY
India’s GLP-1 boom loses steam as price war, weak retention hit generic weight-loss drug salesInitial excitement for India's generic weight-loss drugs is fading. Domestic manufacturers are lowering sales targets due to slower-than-ex...
Pharma, power & mid-sized banks: Where Mayuresh Joshi is putting money to work right nowIndian markets are showing signs of recovery as geopolitical tensions ease, paving the way for a stronger earnings outlook in the second ha...
Why Rakesh Jhunjhunwala bought Titan shares when everyone else was selling? Raamdeo Agrawal explainsRaamdeo Agrawal recalls Rakesh Jhunjhunwala’s exceptional ability to spot undervalued stocks and build long-term wealth, highlighting his f...
India's CDMO industry set for global shift as pharma diversifies beyond China: Sai Life SciencesIndian contract manufacturers are poised for significant growth as global pharmaceutical giants diversify away from China. Companies like S...
Nominal GDP growth could fuel largecap recovery; pharma, auto ancillaries remain preferred bets: Shreyash DevalkarIndian stock markets are defying foreign investor caution, driven by resilient June-quarter earnings. Companies are navigating geopolitical...
India's growth story, not AI trade reversal, will drive foreign flows: Sameer DalalIndia's economic strength, not AI's decline, will drive foreign capital inflows, according to Sameer Dalal. He believes AI's market correct...
Why Meta tapped Kunal Shah; Beauty’s new factory boomHappy Wednesday! Meta just handed WhatsApp’s steering wheel to Cred’s Kunal Shah, betting he can turn India’s favourite chat app into a pay...
Stocks in news: Vedanta, Honasa Consumer, IRCTC, Bajaj Auto, Tata MotorsIndian markets experienced profit booking, falling over a percent amidst a weak global trend. Key stocks like Vedanta, Honasa Consumer, IRC...
Indian pharma firms gear up to supply key cancer drug to USIndian drugmakers are stepping up to help the US combat a critical shortage of ifosfamide injection, a vital chemotherapy drug. Leading com...
India's pharma supply chain remains 65 per cent dependent on China for critical inputs: NITI AayogIndia's pharmaceutical sector, despite being the "pharmacy of the world," faces significant reliance on China for raw materials, with nearl...
Healthium Medtech CEO Anish Bafna steps down, moves to non-executive chairman roleHealthium Medtech's CEO Anish Bafna is transitioning to non-executive chairman as KKR-owned company seeks a new chief within a month. Bafna...
Defence valuations 'obnoxious'; private banks look strong: Sandip Sabharwal's full market playbookInvestor Sandip Sabharwal cautions that while the defence rally is real, many stock prices have outpaced reality. He favors Bharat Electron...
Biosimilars and innovation will drive Indian pharma's next growth phase: Vishal ManchandaIndia's pharmaceutical sector is pivoting beyond generics, with companies aggressively pursuing growth in biosimilars, nutraceuticals, and ...
India's defence export boom could hit ₹65,000 crore by 2030; pvt sector startups the real play: Sunil SubramaniamIndia's defence exports are poised to surpass government targets, reaching ₹60,000-65,000 crore by 2030, according to market expert Sunil S...
Vedanta Aluminium set for largecap upgrade in H2 CY26; power, oil & gas arms may turn smallcapsVedanta Aluminium is likely to be upgraded to the large-cap category in AMFI’s H2 CY26 semi-annual reshuffle, while Vedanta Power, Oil & Ga...
Dealmaking stays strong as startup M&A momentum carries into 2026Indian startups are experiencing a surge in M&A exits, particularly in consumer, fintech, and ecommerce sectors, signalling a robust recove...
Stocks in news: Sun Pharma, Tech Mahindra, Tata Motors, Voltas, ONGCIndian markets saw a dip on Friday, with IT stocks leading the decline. Analysts suggest profit-taking occurred near the 24,150 mark. Despi...
Aurobindo Pharma clears key US hurdle in Lannett acquisition, closing expected soonIndian drug giant Aurobindo Pharma is set for a major US expansion. The company has received crucial antitrust clearance from the US Federa...
Indian pharma leaving generics era behind, but the Street hasn't caught up yet: Nandan KulkarniIndian pharma is shifting from generics to innovation. This transformation, extending to 2035, is creating significant new opportunities. C...
Sweet pills: How pharma stocks delivered bumper returns to Indian investors, defying 2026 whiplashIndian pharma stocks are outperforming the market, offering strong returns to investors. This resilience is driven by robust domestic deman...