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Pharma sector stocks in focus: Citi flags competitive setback for Dr Reddy's, Aurobindo in iron sucrose opportunity
Pharma sector stocks in focus: Citi flags competitive setback for Dr Reddy's, Aurobindo in iron sucrose opportunity

Business Upturn

time6 days ago

  • Business
  • Business Upturn

Pharma sector stocks in focus: Citi flags competitive setback for Dr Reddy's, Aurobindo in iron sucrose opportunity

By Arunika Jain Published on August 12, 2025, 08:33 IST Citi has highlighted a potential setback for Indian generic drugmakers Dr Reddy's Laboratories and Aurobindo Pharma after the USFDA approved two generic versions of Iron Sucrose, developed by Viatris and Amphastar. Both companies may be eligible for 180 days of Competitive Generic Therapy (CGT) exclusivity. The brokerage noted that no Indian pharmaceutical companies have yet announced approvals for this product. Given Iron Sucrose was considered an important pipeline opportunity for Dr Reddy's and Aurobindo, Citi believes the latest development — with competitors moving ahead — suggests this could now be a reduced or lost opportunity for them. Citi added that it would wait to see if more companies announce approvals before reassessing the competitive landscape for the product. Disclaimer: The above views are those of Citi. This update is for news reporting purposes only and does not constitute investment advice. Ahmedabad Plane Crash Arunika Jain, a graduate in Mass Communication, brings a fresh perspective to the world of journalism. Arunika has a passion for writing finance and corporate news at You can write to her at [email protected]

Senores Pharma shares jump 12% after Q1 revenue surges 72% YoY to Rs 138 crore, EBIDTA up 60% YoY
Senores Pharma shares jump 12% after Q1 revenue surges 72% YoY to Rs 138 crore, EBIDTA up 60% YoY

Business Upturn

time24-07-2025

  • Business
  • Business Upturn

Senores Pharma shares jump 12% after Q1 revenue surges 72% YoY to Rs 138 crore, EBIDTA up 60% YoY

Shares of Senores Pharmaceuticals surged over 12% in Thursday's trade after the company reported a strong set of numbers for the first quarter of FY26, backed by robust growth across both Regulated and Emerging Markets. The company posted a total income of ₹138 crore, marking a solid 72% year-on-year (YoY) growth for Q1FY26. EBITDA came in at ₹34 crore, up 60% YoY, while Profit After Tax (PAT) stood at ₹21 crore. Senores, known for its focus on specialty and complex pharmaceutical products, continues to expand its global footprint, especially in tightly regulated and competitive markets. Business Highlights: In the Regulated Markets, revenue for Q1FY26 stood at ₹90 crore, up 69% YoY. The EBITDA margin for this segment remained strong at 35.5%. The company currently has: 24 Own commercial products 70 Approved ANDAs 57 Pipeline products (including 37 with Competitive Generic Therapy opportunities) 27 CDMO/CMO commercial products 53 CDMO/CMO pipeline products In the Emerging Markets, Q1FY26 revenue rose 32% YoY to ₹29 crore, with an EBITDA margin of 6%. The company has: 308 Registered products 719 products under registration Operations spanning over 40 countries With a diversified product basket and expanding market presence, Senores appears well-positioned for sustained growth in the coming quarters—reflected in the strong investor interest seen today. Disclaimer: The information provided is for informational purposes only and should not be considered financial or investment advice. Stock market investments are subject to market risks. Always conduct your own research or consult a financial advisor before making investment decisions. Author or Business Upturn is not liable for any losses arising from the use of this information. Ahmedabad Plane Crash Aman Shukla is a post-graduate in mass communication . A media enthusiast who has a strong hold on communication ,content writing and copy writing. Aman is currently working as journalist at

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