Pharmaceutical

Singapore is positioning itself to potentially secure a preferential—or even zero—tariff agreement with the United States on pharmaceutical exports, following Washington's push to impose sectoral duties aimed at safeguarding critical supply chains. Deputy Prime Minister Gan Kim Yong confirmed ongoing discussions between the two nations, citing pharmaceuticals as a vital component of Singapore’s export economy. While no formal deal has been reached, Singapore is actively exploring how to meet U.S. conditions, including supply chain security commitments.

Jubilant Pharmova Ltd reported a sharp financial turnaround in the fourth quarter ended March 31, 2025, posting a consolidated net profit of Rs. 151.3 crore, reversing a loss of Rs. 61.8 crore from the same period last year. The company’s revenue and profitability saw robust growth both quarterly and annually, reflecting operational efficiency and strategic execution. For the full fiscal year, net profit surged to Rs. 836.3 crore—an exponential rise from Rs. 72.7 crore in FY24. With strong earnings and improved margins, the board has proposed a final dividend of Rs.

Pharmaceutical major Lupin Ltd delivered a striking performance in the quarter ended March 31, 2025, with consolidated profit after tax (PAT) more than doubling to Rs 782 crore, fueled by new product launches and enhanced operational efficiencies. Sales climbed to Rs 5,562 crore in Q4, up from Rs 4,895 crore the previous year, reflecting sustained commercial momentum. For the full fiscal year 2024-25, Lupin posted a 71% surge in PAT to Rs 3,306 crore on revenues of Rs 22,192 crore, underlining the company’s successful strategic execution.

Accretion Pharmaceuticals Ltd has initiated its initial public offering (IPO), aiming to raise Rs 29.75 crore by issuing 29.46 lakh new equity shares. The price band for the offering has been set between Rs 96 and Rs 101 per share. The subscription window opened on May 15 and will remain active through May 16. As of 2 p.m. on the first day, the issue had been subscribed 59%, reflecting moderate initial investor interest. Upon successful completion, the company plans to list its shares on the NSE SME platform, targeting enhanced visibility and access to public capital markets.

GlaxoSmithKline Pharmaceuticals (GSK India) reported a robust financial performance for the March quarter, with a 36% increase in consolidated net profit to Rs. 263 crore, compared to Rs. 194 crore in the previous year. The company’s revenue from operations also rose to Rs. 974 crore in Q4, up from Rs. 930 crore last year. For the fiscal year ending March 31, 2025, GSK’s net profit soared to Rs. 927 crore, reflecting a significant jump from Rs. 590 crore in FY24.

As regulatory noise grows louder in the United States, Indian pharmaceutical giant Cipla Ltd. has sought to reassure investors and the broader healthcare market that the latest U.S. executive order aimed at reducing drug prices will not materially affect the generic drug industry. Managing Director and Global CEO Umang Vohra emphasized that the directive, while aggressive in rhetoric, targets branded drug manufacturers, not generic producers.

Alembic Pharmaceuticals Ltd has posted a 14% increase in its net profit for the fourth quarter of FY2025, reaching Rs. 24 crore, compared to Rs. 21 crore in the same period last year. The company also reported a growth in revenue, which climbed to Rs. 60 crore in Q4, up from Rs. 49 crore during the previous fiscal. For the entire year, Alembic’s net profit surged to Rs. 145 crore, marking a significant increase from Rs. 93 crore in FY2024. The company's shares saw a modest gain of 0.27% on the BSE.

Cipla, one of India’s leading pharmaceutical companies, has announced a 30% increase in its consolidated net profit for the fourth quarter of FY25, reaching Rs 1,222 crore. This performance follows a similar upward trajectory for the full fiscal year, with the company reporting a 28% year-over-year growth in net profit. Total revenue for Q4 rose to Rs 6,730 crore, and the company also declared a final dividend of Rs 16 per share.

A recent U.S. executive order mandating prescription drug price reductions has sparked global attention, but India's generic drugmakers are expected to emerge largely unscathed. Industry analysts assert that Indian firms—cornerstones of the global generics supply—operate on narrow margins and already deliver affordable solutions. While the directive targets innovator pharmaceutical companies with high-cost patented drugs, it could prompt ripple effects across international markets.

Suven Life Sciences Ltd, a key player in the pharmaceutical sector, reported a significant widening of its consolidated net loss in the fourth quarter of FY25, reaching Rs 43.95 crore, up from Rs 26.54 crore in the previous year’s comparable period. The company’s quarterly revenue fell to Rs 1.47 crore from Rs 2.39 crore, reflecting challenges in both revenue generation and expense management. The full-year results mirrored this trend, with a sharp decline in both revenue and net profit.