Companies are already diversifying sourcing, raising prices, and reworking operating models as the disruption drags on.
Indian companies are increasingly opting for demergers, with 29 deals valued at over $40 billion in 2025 alone, marking a 10-year high, as promoters and boards recognise that markets favour focused businesses over complex conglomerates.
Nomura has increased its March 2027 target for the Nifty 50 to 25,900, driven by strong corporate earnings and attractive market valuations, even as risks from the West Asia conflict and high oil prices persist.
Over the past year, the sale of injectable GLP-1 agonists (used to treat type 2 diabetes and obesity) such as Mounjaro, Wegovy and Ozempic have surged a whopping 218 per cent.
Indian benchmark equity indices, Sensex and Nifty, saw gains in early trade, driven by strong performance in banking shares and positive sentiment from Asian markets, alongside optimism surrounding the ongoing US-China Summit.
Two former employees of a Delhi-based pharmaceutical firm have been booked for allegedly cheating, forging documents and impersonating to secure government tenders, including supplies to Army hospitals.
India's pharmaceutical industry is experiencing increased bulk drug prices, particularly for APIs from China, following the escalation of the West Asia crisis in March. While current inventories provide a temporary buffer, concerns are mounting over the availability of key solvents and feedstocks, potentially leading to manufacturing disruptions and shortages in specific drug categories.
'I own a few cars that I have had specified minutely to my taste, and it does feel nice to know that there are no other vehicles like them anywhere in the world.'
An independent think tank on policing has called for a multi-agency investigation into the recent unearthing of a spurious Mounjaro (tirzepatide) injection manufacturing racket in Gurugram, offering free-of-cost forensic expertise.
American industry groups sought punitive tariffs on Indian goods at USTR hearings, while Indian officials defended the country's manufacturing growth as demand-led and WTO-compliant.
Sun Pharmaceutical Industries reported strong consolidated numbers for Q4 FY26, with net profit rising 26 per cent year-on-year to 2,714 crore, despite continued weakness in its US generics business. Growth in innovative medicines and increased R&D investments are helping to offset these pressures.
API Holdings, the parent company of online pharmacy PharmEasy, has significantly reduced its debt from 1,800 crore to 1,050 crore and refinanced it at lower interest rates under CEO Rahul Guha, shifting its focus from 'growth at any cost' to profitability and aiming for a debt-free balance sheet before a potential stock market listing.
Sun Pharmaceutical Industries' acquisition of US-based Organon & Co. for $11.75 billion, the largest overseas acquisition by an Indian pharma company, has been met with mixed reactions from brokerages, who see strategic entry into women's health and biosimilars but also flag potential integration challenges and debt concerns.
India's exports recorded a 13.78 per cent increase to USD 43.56 billion in April, marking the highest monthly outbound shipments in over four years, primarily driven by petroleum products. However, the trade deficit widened to a three-month high of USD 28.38 billion due to a 10 per cent rise in imports.
Pharmaceutical major Cipla reported a 3 per cent year-on-year decline in March quarter revenue to Rs 6,541 crore, with net profit falling 55 per cent to Rs 554.6 crore, missing consensus estimates. Despite strong growth in India and Africa, a significant decline in North American sales impacted overall performance, with the company now focusing on new product launches and regulatory filings to drive future gains.
India's pharmaceutical exports have shown robust growth, reaching over USD 28 billion, despite global economic challenges. The sector is projected to reach USD 130 billion by 2030.
Indian benchmark stock indices Sensex and Nifty rebounded nearly 1 per cent, snapping a three-day decline, driven by rallies in Reliance Industries and Sun Pharma, alongside positive global market trends and easing geopolitical tensions.
Indian foreign direct investment (FDI) in the United States has reached approximately USD 16.4 billion, supporting around 70,800 jobs and contributing significantly to research and development, according to US Deputy Undersecretary Brandon Remington.
The 100-day 'drug-free J-K campaign' has achieved significant success across the Union Territory, leading to numerous arrests, seizures of narcotics, and demolition of properties linked to drug peddlers.
Delhi Police have arrested four individuals involved in an interstate racket manufacturing and distributing counterfeit prescription drugs, uncovering an illegal processing unit in Delhi.
Authorities in Gurugram have uncovered a racket involved in the manufacturing and sale of fake Mounjaro (tirzepatide) injections, used for treating diabetes and obesity. Two people have been arrested, and a nationwide alert has been issued to trace counterfeit batches.
The Beijing summit may have reduced immediate diplomatic uncertainty, but it did not resolve the deeper structural contest between the United States and China. That contest appears likely to define the coming decade, notes Varun Arya.
Indian stock markets saw a significant rebound, with the Sensex jumping nearly 790 points, primarily fuelled by strong buying interest in telecom, pharma, and private banking shares, despite a volatile trading session and a weakening rupee.
Indian benchmark equity indices, Sensex and Nifty, closed lower due to investor caution over rising bond yields, a weaker rupee, and fresh fuel price hikes, which have revived inflation concerns.
Jammu and Kashmir Police chief Nalin Prabhat issued a stern warning to Pakistan-based gangster Shahzad Bhatti for 'pumping narcotics' into India, vowing to dismantle his network.
A new study suggests that newer oral weight loss drugs may do more than suppress appetite, potentially altering brain circuits that control motivation and reward, impacting how one experiences pleasure.
The Indian banking sector is projected to experience a steady 9-13 per cent industrial credit growth in the first half of 2026, driven by capital expenditure, infrastructure development, and sectoral demand recovery, according to a Ficci-IBA survey.
'When we start describing somebody as an enemy that is the start of politics and emotion after which no business can take place.' 'We need to get out of this, allow Indian businessmen to do business with China.'
India's foreign direct investment (FDI) inflows are projected to surpass $90 billion in 2025-26 (FY26), driven by robust policy reforms, free trade agreements, and strong economic growth, according to DPIIT Secretary Amardeep Singh Bhatia.
India's domestic pharmaceutical market recorded its highest value growth in five quarters during Q4 FY26, driven primarily by pricing and an early indication of volume recovery, with a significant structural shift towards chronic and sub-chronic therapies.
India's mergers and acquisitions (M&A) market is projected to maintain an annual run-rate of approximately $200 billion, evenly split between domestic, inbound, and outbound transactions, despite global geopolitical turbulence, according to Rajesh Singhi, global co-head, M&A Advisory, Standard Chartered Bank.
'Infertility and reproductive health challenges, much like other chronic conditions, are rising globally.'
Biocon aims to become the world's leading insulin company, capitalising on larger pharmaceutical rivals' strategic shift towards newer, high-margin GLP-1 diabetes therapies. The company plans to expand its insulin presence across 80 markets, focusing on value maximisation and addressing the indispensable need for insulin, particularly for Type-1 and late-stage Type-2 diabetics.
Sun Pharmaceutical Industries' Executive Chairman Dilip Shanghvi described the USD 11.75 billion acquisition of US-based Organon & Co as both a "happy" and "bit anxious" moment, acknowledging the significant debt required to fund the large transaction.
The Himachal Pradesh government is set to implement stringent measures, including mandatory drug testing for government jobs and 'bulldozer action' against drug smugglers, to combat the growing menace of 'chitta' (adulterated heroin) in the state.
Preferential equity listings in India reached an unprecedented 1,307 in FY26, marking a 33% increase from the previous year and reflecting a strategic choice for companies during market volatility.
The diagnostics sector is projected to significantly outperform other healthcare segments like pharmaceuticals and hospitals in Q4FY26, driven by increasing volumes, stable realisations, and a domestic focus that insulates it from geopolitical risks.
Kiran Mazumdar-Shaw names niece Claire Mazumdar as successor at Biocon. Explore the leadership transition, strategy, and future plans.
India and New Zealand have signed a comprehensive Free Trade Agreement (FTA) aimed at significantly boosting bilateral commerce and investments, providing duty-free access for 100 per cent of India's exports to New Zealand and securing duty-free inputs for India's manufacturing sector.
'The unregulated marketing has to stop. People are getting recommendations for this from gym trainers, from marriage counsellors -- that is simply unacceptable.' ''There are many ways to lose weight -- eat less, fast, exercise, eat healthy. That is how you lose weight.'
