Healthcare
Lupin Limited Launches Azilsartan Medoxomil Tablets in U.S.
Lupin Limited (NSE: LUPIN) launches Azilsartan Medoxomil Tablets in the U.S., following FDA approval, to treat hypertension.
Lupin Limited (NSE: LUPIN) announced the launch of Azilsartan Medoxomil Tablets, 40mg and 80mg in the United States following FDA approval for its Abbreviated New Drug Application. The product is bioequivalent to Edarbi® of Azurity Pharmaceuticals, Inc. and is indicated for the treatment of hypertension in adults to lower blood pressure. Lupin is the exclusive first-to-file for this product and is eligible for 180-day generic drug exclusivity. Moreover, Azilsartan Medoxomil Tablets (RLD Edarbi®) had estimated annual sales of USD 53.5 million in the U.S. (IQVIA MAT April 2026). Therefore, this launch marks a significant milestone for Lupin in expanding its presence in the U.S. market. As a result, the company continues to strengthen its portfolio with innovative and essential medications.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Lupin Limited
Lupin Limited belongs to the Healthcare › Drug Manufacturers – Specialty & Generic sector. Here’s a quick read on where the business and the stock stand today.
Lupin holds in the upper half of its 52-week range, a sign the market backs the stock. The PEG of 0.15 is extremely low. Either the market misses the growth story, or there is a catch worth investigating. The business compounds revenue at 19.1% and profits at 131.5% CAGR. That is strong double-digit growth on both counts. The stock gains 0.1% in the last month, recovering from the three-month slide. However, it is too early to call this a confirmed reversal. Revenue grows at 19.1% and profits at 131.5%. The business is in good shape. Moreover, a stock that does not move despite strong fundamentals often offers better value than one already priced for perfection. Check Fundamentals of Lupin Limited.
Healthcare
Narayana Hrudayalaya Ltd. (NH): Q2 FY27 Earnings Update: PAT Up 10.6%, Revenue Surges 73% Yoy
Narayana Hrudayalaya Ltd. (NH) reports a 10.6% PAT increase and 73% YoY revenue surge in Q2 FY27, showcasing robust financial performance.
Narayana Hrudayalaya Ltd. (NH) has announced its earnings update for Q2 FY27, revealing a significant financial performance. The consolidated operating revenue for the quarter stood at ₹28,440 Mn, marking a robust 73% year-on-year growth. The consolidated profit after tax (PAT) for the quarter was ₹3,012 Mn, reflecting a 10.6% increase compared to the same period last year.
Operational Highlights
NH’s Narayana Institute of Cardiac Sciences, Bengaluru, performed South India’s first Percutaneous Transcatheter Tricuspid Valve Replacement (TTVR) and India’s first Transcatheter Tricuspid Valve Implantation (TTVI) on a 14-year-old. The institute also achieved a high volume of cardiac surgeries, with a record 38 cases in a single day.
Financial Performance
The consolidated EBITDA for Q2 FY27 was ₹6,054 Mn, maintaining a healthy margin of 21.3%. The consolidated total borrowings less cash and bank balance and investments stood at ₹18,830 Mn, resulting in a net debt to equity ratio of 0.38. The company’s strategic initiatives and operational excellence continue to drive its financial success.
As Narayana Hrudayalaya Ltd. (NH) moves forward, the focus remains on expanding its healthcare services and maintaining its financial strength, ensuring ‘Health For All’ remains its core mission.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Narayana Hrudayalaya Ltd.
Narayana Hrudayalaya Ltd. belongs to the Healthcare › Medical Care Facilities sector. Here’s a quick read on where the business and the stock stand today.
Narayana falls 15.3% over three months and has not found a floor yet. The PEG stands at 4.29 — severely stretched. Any earnings miss could trigger a sharp de-rating. Thin margins at 9.0% leave limited room for error — any demand softness or cost spike hits the bottom line hard. The stock holds at 26% of its 52-week range with RSI at 38. In other words, neither side has a clear edge right now. Revenue grows at 20.5% and the stock moves sideways over three months. Neither side makes a strong case. The next earnings print will likely break this stock out of its current range. Check Fundamentals of Narayana Hrudayalaya Ltd..
Healthcare
Hikal Limited (NSE: Hikal) Secures Multi-year Global CDMO Contract with Leading Agrochemical Company
Hikal Limited (NSE: HIKAL) signs a multi-year global CDMO contract with a leading agrochemical company, marking a key milestone for its Crop Protection busin.
Hikal Limited (NSE: HIKAL) has signed a multi-year contract development and manufacturing (CDMO) contract with a leading Europe-based agrochemical company. This contract follows successful process development and scale-up of a new product, marking a key commercial milestone for Hikal’s Crop Protection business.
Strategic Partnership
The contract, signed by Hikal’s Crop Protection division, covers the CDMO of a specialised agrochemical product. Hikal undertook process development and scale-up for this product. The commercial launch is expected towards the end of FY 2026–27, with volumes anticipated to grow progressively as regulatory approvals are secured across global markets.
Strengthening Capabilities
This partnership underscores Hikal’s capabilities in process development and commercialisation, demonstrating its ability to translate customer requirements into long-term manufacturing opportunities. It also strengthens Hikal’s Crop Protection business by expanding its portfolio of specialised offerings for global customers.
Forward-Looking Statement
Commenting on the development, Mr. Sameer Hiremath, Chairman & Managing Director, Hikal Limited, said: “This contract marks an important milestone for our Crop Protection business, converting nearly three years of collaborative development and scale-up into a long-term commercial partnership. It demonstrates Hikal’s ability to combine deep technical expertise with reliable manufacturing capabilities to take complex products from development to commercial supply. We are well positioned to support the planned launch and progressive expansion of supplies across global markets.”
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Hikal Limited
Hikal Limited belongs to the Healthcare › Drug Manufacturers – Specialty & Generic sector. Here’s a quick read on where the business and the stock stand today.
Hikal holds in the upper half of its 52-week range, a sign the market backs the stock. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. 4 loss quarters over five years is a serious red flag — earnings quality is poor and recovery is not guaranteed. The stock holds at 60% of its 52-week range with RSI at 48. In other words, neither side has a clear edge right now. The stock holds up despite -5.4% revenue growth and a PEG of 99.00. That could signal an early turnaround. Alternatively, index flows simply support the price. Watch whether analysts revise estimates upward — that is the real signal. Check Fundamentals of Hikal Limited.
Drug Manufacturers - General
Sai Parenterals Limited Q2 & H1 FY27: Revenue Up 9%, PAT Grows 32.7%
Sai Parenterals Limited (SAIPARENT) Q2 FY27 results show revenue up 9% QoQ, PAT grows 32.7% QoQ, ahead of FY27 targets.
Sai Parenterals Limited (NSE: SAIPARENT) has announced its un-audited financial results for the quarter and half-year ended 30th September 2026, showcasing significant growth and strategic advancements. Revenue from operations stood at Rs. 196.1 crore, up 9.0% quarter-over-quarter (QoQ) from Rs. 179.9 crore in Q1FY27. The first half of FY27 revenue of Rs. 376.0 crore represents approximately 50% of the FY27 revenue target of Rs. 750 crore, ahead of the guided 45:55 phasing between the two halves.
Key Financial Highlights
Gross profit stood at Rs. 93.1 crore, up 26.4% QoQ, with gross margin rising to 47.5% from 40.9% in Q1FY27. The improvement reflects tighter inventory management: higher-cost inventory from earlier periods was consumed, and first-in, first-out controls were introduced on a new ERP system. EBITDA stood at Rs. 41.4 crore, up 67.4% QoQ, with EBITDA margin at 21.1% against 13.7% in Q1FY27. Despite a more than threefold sequential rise in depreciation, PAT grew 32.7% QoQ to Rs. 10.5 crore in Q2FY27.
Strategic Developments
Following shareholders’ approval of the variation in the objects of the issue, the Company has completed the acquisition of 60% stakes in Saicriti Pharma Private Limited and Prathyak Laboratories Private Limited. It invested Rs. 98.8 crore of IPO proceeds: Rs. 83.83 crore in Saicriti and Rs. 15 crore in Prathyak. The purpose for which the IPO funds were raised remains unchanged: EU-GMP compliant injectable capacity for regulated markets, and a dedicated research and development platform.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Sai Parenterals Limited
Sai Parenterals Limited belongs to the Healthcare › Drug Manufacturers – General sector. Here’s a quick read on where the business and the stock stand today.
Sai falls 12.4% over three months and has not found a floor yet. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. Revenue grows at 126.1% and profits at 111.8% CAGR. Both numbers are exceptional. The stock holds at 28% of its 52-week range with RSI at 40. In other words, neither side has a clear edge right now. Revenue grows at 126.1% and profits at 111.8% CAGR, with D/E of 0.00. Meanwhile, the stock dips 12.4% in three months without any fundamental deterioration. Consequently, the stock quietly becomes cheaper relative to earnings power. For long-term investors, that is a feature. Check Fundamentals of Sai Parenterals Limited.
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