Kotak Equities remains upbeat about the Indian pharmaceutical sector, finding opportunities despite US tariff uncertainties, with top picks including Sun Pharma, Lupin, and Cipla.

Kotak Institutional Equities has released a report on the potential impact of US tariffs on the pharmaceutical industry, particularly on Indian companies that supply generic and biosimilar drugs to the US market. The brokerage firm believes that high tariffs above 10%...

Lupin and Cipla’s chronic therapies outperform acute medications in the long-term treatment of complex health conditions.

India’s top pharmaceutical companies delivered a mixed performance in the third quarter of fiscal 2025, with revenue growing 9% year-on-year and EBITDA and net profit rising 13% and 17%, respectively. Among the top performers were Lupin, Cipla, Sun Pharma, and...