Pharmaceutical companies reported a slew of updates over the weekend. Earnings reactions from KIMS, Global Health, Gland Pharma, Aarti Drugs, to a USFDA observation list for Emcure Pharma, these are the drugmakers that should be on your radar today.
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Pharmaceutical companies reported a slew of updates over the weekend. From Q4 results to semaglutide approval in Canada, and further regulatory action, here are the eight pharma stocks in the radar today:
Gland Pharma | The company reported a 96.6% increase in its consolidated net profit in the fourth quarter to ₹366.6 crore from ₹186.5 crore last year. Its revenue increased by 22.3% to ₹1,742.7 crore, EBITDA was up 47.6% to ₹512.9 crore and EBITDA margin expanded to 29.4% from 24.4% in the year-ago period. Kotak Institutional Equities has upgraded the stock to an “add” rating with a price target of ₹2,175.
KIMS | The company reported a total revnue of ₹1,084 crore, up 35.3% from last year, its EBITDA increased by 6.8% to ₹216 crore, while EBITDA margin contracted to 19.9% from 25.3% in the year-ago period. Its profit after tax declined to ₹33 crore from ₹106 crore last year.
Aarti Drugs | The pharma company’s revenue declined by 12.2% to ₹55.2 crore from ₹62.9 crore last year. Its revenue in the fourth quarter was up 6.4% at ₹720.3 crore and EBITDA increased 2.7% to ₹95.8 crore. The company’s margins contracted marginally to 13.3% from 13.8% in the year-ago period.
Aurobindo Pharma | The company’s wholly-owned subsidiary CuraTeQ Biologics Pvt Ltd received marketing authorising from the Central Drugs Standard Control Organisation (CDSCO) for Bevqolva for metastatic carcinoma of the colon or rectum. With this, CuraTeq’s facility in Hyderabad can manufacture and market Bevqolva in 100 mg/4ml and 400mg/15 ml vial presentations. The biosimilar is used for treating metastatic carcinoma of the colon or rectum.
Emcure Pharma | The USFDA has issued Form 483 with seven observations for the company’s formulations facility in Sanand, Ahmedabad in Gujarat. The US drug regulator had inspected the unit from May 6 to May 15. Emcure Pharma said the observations are procedural in nature and it is addressing the same comprehensively and would respond to the USFDA within the stipulated timeframe.
Dr Reddy’s Laboratories | The pharma company launched its generic semaglutide injection in Canada. It said it is among the first to introduce the same in the Canadian market after receiving the Notice of Compliance from Health Canada on April 28, 2026.
Akums Drugs & Pharma | The company provided an update on the disruption in operations at some of its manufacturing sites in Haridwar. It said the disruptions were nationwide, primarily triggered for review of minimum wages by state authorities and this affected the pharma sector as well as other major industrial towns and manufacturing facilities in Uttarakhand. It said the manufacturing operations at the affected sites of the firm and its subsidiaries successfully resumed at over 70% of their operations from May 16. The resumption is expected to progressively improve productivity levels, it added.
Global Health | The company guided for total capex worth ₹4,500 crore over the next five years. It is looking to breakeven in Noida in the second half of this fiscal. The company is ramping up capacity and revenue in Lucknow and Patna. Medanta will also enter the Mumbai market with more than 750-plus bed hospital in Oshiwara. The company said it is planning to strengthen capacity with 1,000 beds in northwest and south Delhi. It is also eyeing a 400 bed hospital addition in Guwahati and Varanasi. The healthcare chain has onboarded over 550 doctors.
