Pharmaceuticals & Biotechnology industry
228 companies · ₹9178.0 L cr · 62 with AI deep dives
5y revenue CAGR
median 9.19%(p25 2.6% · p75 14.06%)
5y avg ROCE
median 12.62%(p25 6.69% · p75 19.57%)
Debt / equity
median 0.25x(p25 0.07x · p75 0.51x)
AI sector brief
from the bucket's latest earnings calls · as of 2026-06-30headwindMiddle East conflict driving solvent, freight and raw material cost inflation across the sector10 managements
At least ten managements flagged the Middle East conflict as causing force majeure declarations by suppliers, sharply higher freight rates (Lupin: ocean freight +15%, air freight…
- LUPIN: “When it comes to freight for example, ocean freight is about 15% higher, air freight is…”
tailwind7 managements🔒tailwind8 managements🔒headwind4 managements🔒headwind4 managements🔒tailwind4 managements🔒headwind4 managements🔒mixed5 managements🔒
7 more themes from this quarter's earnings calls are locked. A free account opens the full brief: every theme with verbatim management quotes, the demand picture, companies running against the tide, and the regulatory & disruption watch. Sign up free →
| Company | Mcap | AI verdict | Signals | Stated KPIs (latest call) |
|---|---|---|---|---|
| Ind-Swift Ltd | ₹8503.9 L cr | Unlock | earnings quality weak | |
| Satiate Agri Ltd | ₹646.9 L cr | Unlock | roce compounder | |
| Sun Pharmaceutical Industries Ltd | ₹4.7 L cr | Unlock | earnings quality strongnet cash | |
| Divis Laboratories Ltd | ₹2.0 L cr | Unlock | capex coming onlinepharma capex digesting | |
| Torrent Pharmaceuticals Ltd | ₹1.7 L cr | Unlock | latent operating leverageearnings quality stronglevering up | |
| Cipla Ltd | ₹1.2 L cr | Unlock | earnings quality strongnet cash | |
| Zydus Lifesciences Ltd | ₹1.1 L cr | Unlock | ||
| Lupin Ltd | ₹1.1 L cr | Unlock | earnings quality strong | |
| Mankind Pharma Ltd | ₹1.1 L cr | Unlock | latent operating leverageearnings quality strong | |
| Laurus Labs Ltd | ₹94,976 cr | Unlock | earnings quality strong | |
| Dr Reddys Laboratories Ltd | ₹94,790 cr | Unlock | latent operating leverageearnings quality strong | |
| Aurobindo Pharma Ltd | ₹89,707 cr | Unlock | capex coming onlineearnings quality strongpharma capex digesting | |
| Biocon Ltd | ₹70,386 cr | Unlock | earnings quality strongdeleveraging | |
| Alkem Laboratories Ltd | ₹67,387 cr | Unlock | ||
| Glenmark Pharmaceuticals Ltd | ₹61,808 cr | Unlock | earnings quality strong | |
| Abbott India Ltd | ₹59,286 cr | Unlock | roce compounder | |
| Ipca Laboratories Ltd | ₹45,413 cr | Unlock | earnings quality strongnet cash | |
| Glaxosmithkline Pharmaceuticals Ltd | ₹45,062 cr | Unlock | roce compounderearnings quality strong | |
| Anthem Biosciences Ltd | ₹44,507 cr | Unlock | capex coming onlineroce compounderearnings quality strongnet cash | |
| Ajanta Pharma Ltd | ₹41,675 cr | Unlock | roce compoundernet cash | |
| Gland Pharma Ltd | ₹40,168 cr | Unlock | latent operating leveragenet cash | |
| J B Chemicals & Pharmaceuticals Ltd | ₹38,731 cr | Unlock | roce compounderearnings quality strong | |
| Emcure Pharmaceuticals Ltd | ₹35,858 cr | Unlock | roce compounderearnings quality strong | |
| Wockhardt Ltd | ₹30,660 cr | Unlock | capex coming onlinedeleveragingpharma capex digesting | |
| Sai Life Sciences Ltd | ₹27,604 cr | Unlock | earnings quality strongnet cash | |
| Acutaas Chemicals Ltd | ₹27,092 cr | Unlock | capex coming onlinenet cashpharma capex digesting | |
| Piramal Pharma Ltd | ₹25,748 cr | Unlock | deleveraging | |
| Rubicon Research Ltd | ₹25,369 cr | Unlock | roce compounder | |
| Neuland Laboratories Ltd | ₹24,352 cr | Unlock | earnings quality strong | |
| Pfizer Ltd | ₹21,595 cr | Unlock | roce compoundernet cash | |
| Granules India Ltd | ₹21,141 cr | Unlock | earnings quality strong | |
| Astrazeneca Pharma India Ltd | ₹20,142 cr | Unlock | earnings quality weak | |
| OneSource Specialty Pharma Ltd | ₹19,804 cr | Unlock | ||
| Caplin Point Laboratories Ltd | ₹19,623 cr | Unlock | capex coming onlineroce compoundernet cashpharma capex digesting | |
| ERIS Lifesciences Ltd | ₹19,294 cr | Unlock | earnings quality strong | |
| Natco Pharma Ltd | ₹16,639 cr | Unlock | net cash | |
| Cohance Lifesciences Ltd | ₹16,297 cr | Unlock | latent operating leverageearnings quality strongnet cash | |
| Alembic Pharmaceuticals Ltd | ₹16,099 cr | Unlock | earnings quality strongpharma capex digesting | |
| Jubilant Pharmova Ltd | ₹15,371 cr | Unlock | capex coming onlineearnings quality strongdeleveragingpharma capex digesting | |
| Alivus Life Sciences Ltd | ₹13,534 cr | Unlock | capex coming onlineroce compoundercapex ahead of revenuepharma capex digesting | |
| Concord Biotech Ltd | ₹13,087 cr | Unlock | ||
| Corona Remedies Ltd | ₹12,599 cr | Unlock | capex coming onlineroce compounderearnings quality strongpharma capex digesting | |
| Shilpa Medicare Ltd | ₹11,839 cr | Unlock | capex coming onlineearnings quality strongpharma capex digesting | |
| Marksans Pharma Ltd | ₹11,646 cr | Unlock | net cash | |
| Procter & Gamble Health Ltd | ₹11,088 cr | Unlock | roce compounder | |
| Viyash Scientific Ltd | ₹11,081 cr | Unlock | latent operating leverageearnings quality strong | |
| Sanofi Consumer Healthcare India Ltd | ₹10,842 cr | Unlock | roce compounderearnings quality strong | |
| Akums Drugs & Pharmaceuticals Ltd | ₹10,416 cr | Unlock | earnings quality strongnet cash | |
| Blue Jet Healthcare Ltd | ₹9,931 cr | Unlock | capex coming onlineroce compounderpharma capex digesting | |
| Sudeep Pharma Ltd | ₹9,714 cr | Unlock | capex coming onlineroce compounderearnings quality weakpharma capex digesting | |
| Strides Pharma Science Ltd | ₹9,545 cr | Unlock | deleveragingpharma capex digesting | |
| Sanofi India Ltd | ₹7,761 cr | Unlock | roce compounder | |
| Jeena Sikho Lifecare Ltd | ₹7,035 cr | Unlock | roce compounderearnings quality strongnet cash | |
| Sun Pharma Advanced Research Company Ltd | ₹6,812 cr | Unlock | capex coming onlinepharma capex digesting | |
| Supriya Lifescience Ltd | ₹6,686 cr | Unlock | latent operating leverage | |
| FDC Ltd | ₹6,679 cr | Unlock | ||
| Aarti Pharmalabs Ltd | ₹6,130 cr | Unlock | latent operating leveragecapex coming onlineearnings quality strongcapex ahead of revenue | |
| Senores Pharmaceuticals Ltd | ₹6,108 cr | Unlock | capex coming onlineearnings quality weakpharma capex digesting | |
| Innova Captab Ltd | ₹5,464 cr | Unlock | ||
| Orchid Pharma Ltd | ₹5,001 cr | Unlock | capex coming onlineearnings quality strongcapex ahead of revenuepharma capex digesting | |
| Bliss GVS Pharma Ltd | ₹4,814 cr | Unlock | earnings quality strongnet cash | |
| RPG Life Sciences Ltd | ₹4,790 cr | Unlock | roce compounderearnings quality weaknet cash | |
| Zota Health Care Ltd | ₹4,427 cr | Unlock | latent operating leveragenet cash | |
| IOL Chemicals & Pharmaceuticals Ltd | ₹4,315 cr | Unlock | earnings quality strongnet cash | |
| Gufic BioSciences Ltd | ₹3,901 cr | Unlock | deleveraging | |
| Novartis India Ltd | ₹3,898 cr | Unlock | ||
| Gujarat Themis Biosyn Ltd | ₹3,874 cr | Unlock | latent operating leveragecapex coming onlineearnings quality strongcapex ahead of revenue | |
| Unichem Laboratories Ltd | ₹3,775 cr | Unlock | ||
| Aarti Drugs Ltd | ₹3,701 cr | Unlock | latent operating leverageearnings quality strongdeleveraging | |
| SMS Pharmaceuticals Ltd | ₹3,568 cr | Unlock | deleveragingpharma capex digesting | |
| Advanced Enzyme Technologies Ltd | ₹3,475 cr | Unlock | earnings quality strongnet cash | |
| Morepen Laboratories Ltd | ₹3,030 cr | Unlock | latent operating leverage | |
| Dishman Carbogen Amcis Ltd | ₹2,853 cr | Unlock | ||
| Kwality Pharmaceuticals Ltd | ₹2,682 cr | Unlock | ||
| Hikal Ltd | ₹2,679 cr | Unlock | latent operating leverageearnings quality strongdeleveragingcapital destroyer | |
| Panacea Biotec Ltd | ₹2,539 cr | Unlock | capex coming onlinenet cashpharma capex digesting | |
| Solara Active Pharma Sciences Ltd | ₹2,448 cr | Unlock | deleveraging | |
| Sai Parenterals Ltd | ₹2,425 cr | Unlock | capex coming onlineearnings quality strongpharma capex digesting | |
| Beta Drugs Ltd | ₹2,350 cr | Unlock | ||
| Hester Biosciences Ltd | ₹2,125 cr | Unlock | earnings quality strongdeleveraging | |
| Indoco Remedies Ltd | ₹2,105 cr | Unlock | latent operating leverageearnings quality stronglevering up | |
| Ind-Swift Laboratories Ltd | ₹2,066 cr | Unlock | net cash | |
| Venus Remedies Ltd | ₹2,046 cr | Unlock | earnings quality strongpharma capex digesting | |
| NGL Fine Chem Ltd | ₹1,986 cr | Unlock | capex coming onlinepharma capex digesting | |
| Sakar Healthcare Ltd | ₹1,889 cr | Unlock | earnings quality strong | |
| Windlas Biotech Ltd | ₹1,750 cr | Unlock | capex coming onlineearnings quality strongnet cashpharma capex digesting | |
| Fredun Pharmaceuticals Ltd | ₹1,493 cr | Unlock | roce compounder | |
| Amrutanjan Health Care Ltd | ₹1,477 cr | Unlock | capex coming onlinepharma capex digesting | |
| Jagsonpal Pharmaceuticals Ltd | ₹1,473 cr | Unlock | latent operating leverageearnings quality strong | |
| Shukra Pharmaceuticals Ltd | ₹1,356 cr | Unlock | capex coming onlineroce compounderearnings quality weaknet cash | |
| Fermenta Biotech Ltd | ₹1,337 cr | Unlock | earnings quality strong | |
| Syncom Formulations (India) Ltd | ₹1,230 cr | Unlock | net cash | |
| Lincoln Pharmaceuticals Ltd | ₹1,152 cr | Unlock | net cash | |
| Wanbury Ltd | ₹1,089 cr | Unlock | roce compounderdeleveraging | |
| Bajaj Healthcare Ltd | ₹1,071 cr | Unlock | earnings quality strongdeleveraging | |
| Bharat Parenterals Ltd | ₹1,043 cr | Unlock | net cash | |
| Themis Medicare Ltd | ₹976 cr | Unlock | earnings quality weakcyclical peak base | |
| Sigachi Industries Ltd | ₹971 cr | Unlock | latent operating leverage | |
| Kopran Ltd | ₹960 cr | Unlock | latent operating leverage | |
| Remus Pharmaceuticals Ltd | ₹843 cr | Unlock | capex coming onlineearnings quality weaknet cashpharma capex digesting |