SANOFISanofi India Ltd
Sanofi India: pre-disclosed ₹1,068 Cr inter-se transfer moves 15.2% from Hoechst to Sanofi Healthcare India
inter-se transfer · promoter shareholding · block deal
Research4 minPharma & Healthcare
Research Reports
Latest coverage
Wed, 30 Sept
Tue, 29 Sept
NATCOPHARMNATCO PHARMA LTD.
Natco Pharma's ₹1,279 Cr rights issue is final: 2 shares for every 21 at ₹750, record date October 1
rights issue · letter of offer · record date
Research4 minPharma & Healthcare
ANURASAnupam Rasayan India Ltd
Anupam Rasayan completes the Bliss GVS purchase: ₹299 a share for 48.2%, funded mostly by outside investors
Anupam Rasayan · Bliss GVS Pharma · acquisition
ResearchDeep dive6 minMetals & Mining
22 Sept 2026
18 Sept 2026
16 Sept 2026
15 Sept 2026
14 Sept 2026
26 Aug 2026
PARKHOSPSPark Medi World Ltd
Prayagraj's Healthcare Inflection—When ₹200 Crore PPP Unlocks Tier-2 Scale
Public-Private Partnership · healthcare infrastructure · Prayagraj
ResearchDeep dive5 minPharma & Healthcare
CYIENTCyient Limited
When Indian IT Pivots to CDMO: Cyient's Tao Digital Wager on AI-Enabled Drug Manufacturing
CDMO · AI-enabled manufacturing · US acquisition
ResearchDeep dive5 minPharma & Healthcare
20 Aug 2026
KIMSKrishna Institute of Medical Sciences Ltd
KIMS' Asset-Light Call Option—When O&M Upside Meets a Hospital Shortage
asset-light expansion · O&M model · call option
ResearchDeep dive5 minPharma & Healthcare
GLENMARKGLENMARK PHARMACEUTICALS LTD.
Glenmark's FDA Nasal Spray Entry: The ₹295 Crore Opportunity
FDA approval · nasal spray · generics
ResearchDeep dive6 minPharma & Healthcare
THYROCAREThyrocare Technologies Ltd
Thyrocare's ₹1,700 Crore Debt Victory: What the Share Release Signals
debt repayment · pledge release · capital structure
ResearchDeep dive5 minPharma & Healthcare
19 Aug 2026
RUBICONRubicon Research Ltd
Margins are genuine, stock is fully valued — Rubicon delivers but leaves no margin for error
specialty pharma · margin expansion · facility ramp-up
RUBICONRubicon Research Ltd
Strong growth & margin expansion via specialty shift; new capacity unlocking next phase
specialty portfolio · manufacturing footprint · R&D productivity
KPLKwality Pharmaceuticals Ltd
Growth intact, but sequential deceleration signals headwinds ahead
generics · injectables · registrations
KPLKwality Pharmaceuticals Ltd
Growth tracked, but catalysts deferred — FY30 ambition clear
registrations · oncology-delay · biosimilar
PPLPHARMAPiramal Pharma Ltd
Margin beat masked by net loss; execution sound, scale pending
EBITDA expansion · ADC platform · overseas utilization
GLANDGland Pharma Ltd
The Reported Beat Masks Steady Execution—and a Capacity Gate
CDMO growth · capacity constraints · forex tailwind
GLANDGland Pharma Ltd
Beat FY27 guidance, large CDMO deal; capacity constraints cap near-term
CDMO momentum · contract wins · capacity expansion
GLENMARKGLENMARK PHARMACEUTICALS LTD.
Strong Q1 growth, margin compressed by geopolitical costs
respiratory launches · oncology ramp · cost pressures
SYNGENESyngene International Ltd
Librela Cliff and FX Loss Mask a Credible Reset — Proof Points Are Late
Librela destocking · CDMO pivot · margin compression
18 Aug 2026
SYNGENESyngene International Ltd
Zoetis loss cripples Q1; new strategy unproven but credible
Librela destocking · CDMO pivot · customer concentration
TORNTPHARMTORRENT PHARMACEUTICALS LTD.
Strong Revenue Growth, Stalled Profit: The Cost of Integration
earnings · pharma · acquisition
TORNTPHARMTORRENT PHARMACEUTICALS LTD.
Strong growth masked by margin pressure; semaglutide setback derails targets
JB integration · cost synergies · semaglutide supply
DRREDDYDR.REDDY'S LABORATORIES LTD.
Base Holds, But Semaglutide Stumble Masks the Strength
semaglutide recovery · abatacept approval · base business growth
DRREDDYDR.REDDY'S LABORATORIES LTD.
Base business solid, semaglutide stumble masks underlying strength
semaglutide recovery · abatacept pathway · emerging markets growth
INDSWFTLABIND-SWIFT LABORATORIES LTD.
When Pharma Capex Unlocks Regulated Markets: Ind-Swift's EU-GMP Bet
pharma capex · EU-GMP certification · regulated markets
ResearchDeep dive6 minPharma & Healthcare
MANIPALHOSLLOYDSENGG+6
When Consolidation Meets Opportunity—The August M&A Burst Across Infra, Healthcare, and Manufacturing
M&A · consolidation · strategic acquisitions
ResearchDeep dive6 minIndustrials & Infra
17 Aug 2026
