the Indian pharmaceutical industry It is likely to grow by 9-11 per cent in 2025-26 (FY26) due to price rise, new domestic launches and increase in export demand from regulated markets. The Centre’s production-linked incentive (PLI) scheme for the pharma industry enables 18-20 per cent of imported drugs to be manufactured locally. According to Motilal Oswal Wealth Management, analysts expect profitability of hospitals The improvement was due to an increase in beds, increased occupancy and improved attainment.
In the pharma sector, revenue growth is estimated at 9-11 per cent for FY25 and FY26, boosted by digital adoption, greater internet penetration and expanded reach in tier-I and tier-II cities. Leading domestic brokerages have prepared a basket of top five stocks Pharmaceutical/healthcare sector that could benefit from strong growth potential In the industry. The top five pharma stocks picked by Motilal Oswal Wealth Management for 2025 are as follows:
Top 5 Pharma Stocks to Buy in 2025
• Mankind Pharma: According to Motilal Oswal, MannKind Pharma is delivering better-than-industry growth rates in the Rx-prescription business, supported by a differentiated portfolio and better execution in chronic therapies.
• Max Healthcare: The brokerage says a combination of brownfield, greenfield and Inorganic expansion will drive strong revenue growth And accelerated EBITDA for new beds paves the way to breakeven, thus providing higher operating leverage benefits.
• Lupine: Motilal Oswal said Lupine showed a turnaround in earnings due to the addition of niche products in the US generics segment, better industry performance in the domestic formulations (DF) segment and differentiated product launches in the EU/development markets.
• IPCA Laboratories: The brokerage says IPCA is working on multiple fronts to maintain its strong earnings momentum over the next 2-3 years. The momentum will be driven by: 1) Re-launch of products in the US market, 2) New offerings through own sites and Unichem sites, c) Outperformance from the industry in DF/RoW markets, and d) IPCA and Unichem operations. Creating coordination between. ,
• Piramal Pharma: With increasing inquiries on the CDMO front at the industry level in India, Motilal Oswal believes that Piramal Pharma is poised to benefit from its distinctive capabilities and capabilities. It is expanding its offering in the CHG segment through an established global network. Accordingly, analysts expect its net profit to increase 7 billion by FY26 560 million in FY24.
Disclaimer: The views and recommendations given in this analysis are those of the individual analysts or broking companies and not of Mint. We strongly advise investors to consult certified experts, consider personal risk tolerance and conduct thorough research before making investment decisions, as market conditions can change rapidly, and individual circumstances may vary.
