Healthcare
Strides Pharma Science Limited (star) Announces Strong FY26 Performance with 50% Yoy Growth
Strides Pharma Science Limited (STAR) reveals robust FY26 results with a 50% YoY growth in operational PAT and a 21% rise in Ex-US markets.
Strides Pharma Science Limited (STAR) delivered a stellar performance for FY26, showcasing a remarkable 50% year-over-year growth in operational PAT, reaching ₹5,181m. The company’s disciplined execution and strategic focus on profitability led to a significant expansion in EBITDA margin to 19%.
Ex-US Markets Outperform
The Ex-US markets played a pivotal role in the company’s success, reporting a robust 21% year-over-year revenue growth. This strong performance was driven by the company’s calibrated strategy in these regions, which outpaced overall company growth. The US market, although stable, was impacted by a weaker flu season in the second half of the year.
Financial Highlights
Strides Pharma Science Limited’s financial highlights for FY26 include a net debt to EBITDA ratio improvement to 1.55x from 1.9x in FY25, and a Return on Capital Employed (RoCE) increase to 15.8% from 14.9%. The company’s operational EPS also grew by 50% to ₹56.2, reflecting strong operating leverage.
Badree Komandur, MD & Group CEO, commented on the performance and said, “Strides continued to deliver strong performance across profitability, efficiency, and growth metrics during FY26. This was primarily driven by the Ex-US markets, which recorded a growth of 21% YoY. Our continued focus on profitability drove gross margin expansion of 310bps YoY and EBITDA margin improvement of 140bps YoY to 19%. Operational PAT and EPS grew by 50% YoY, reflecting strong operating leverage. Our calibrated strategy in Ex-US markets is delivering results, with these markets outpacing overall company growth. The US business remained stable during the year, though impacted by a weaker flu season in the second half. Despite ongoing geopolitical uncertainties and a challenging external environment, we are committed to delivering long-term sustainable and profitable growth.”
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Strides Pharma Science Limited
Strides Pharma Science Limited belongs to the Healthcare › Drug Manufacturers – Specialty & Generic sector. Here’s a quick read on where the business and the stock stand today.
Strides gains 34.5% over three months and trades near its 52-week highs. Revenue consistency is the one bright spot — zero dips in five years shows operational resilience. No meaningful dividend — total return is entirely dependent on capital appreciation. RSI hits 73, a level that signals the stock runs hot. Notably, buyers drove volume on 19 recent sessions — though at these levels, some profit-taking is normal. The stock rises 34.5% in three months on 13.3% revenue growth. As a result, the market gives it more credit than the fundamentals strictly justify. Watch the next quarterly results. If growth accelerates, the move makes sense. If not, expect some gains to unwind. Check Fundamentals of Strides Pharma Science Limited.
Healthcare
Sun Pharmaceutical Industries Limited Announces Two-year Data for Leqselvi® in Severe Alopecia Areata
Sun Pharmaceutical Industries Limited (SUNPHARMA) shares two-year efficacy and safety data for LEQSELVI® in severe alopecia areata at EADV Congress 2026.
Sun Pharmaceutical Industries Limited (SUNPHARMA) announced today that LEQSELVI® (deuruxolitinib) will be featured in seven presentations at the 2026 European Academy of Dermatology and Venereology (EADV) Congress, including a featured oral presentation reporting long-term safety results from a European open-label extension (OLE) study evaluating up to two years of treatment in adults with severe alopecia areata (AA). The featured oral presentation found that the safety profile of LEQSELVI remained consistent with previous clinical experience through up to two years of open-label treatment in adults with severe AA.
Long-Term Efficacy and Safety
Most treatment-emergent adverse events were mild or moderate in severity, treatment discontinuations due to adverse events were uncommon, and no deaths, thrombosis, or major adverse cardiovascular events were reported among patients receiving the FDA-approved dose of 8 mg twice-daily. Long-term efficacy analyses presented in a poster also showed durable scalp hair regrowth through Week 108 in patients receiving LEQSELVI in the European OLE. Of OLE baseline treatment responders maintaining response at Week 52 and continuing in the study, 93.9% maintained response at Week 108. Many patients (76.6%) who were baseline nonresponders achieved response by Week 52.
Clinical Significance
“Severe alopecia areata is a chronic autoimmune disease, making long-term treatment considerations particularly important for both patients and their clinicians,” said Arash Mostaghimi, MD, MPA, MPH, FAAD, Vice Chair of Clinical Trials and Innovation and Associate Professor of Dermatology at Brigham and Women’s Hospital. “Collectively, these data show durable efficacy and maintenance of response for deuruxolitinib over time and reinforce the growing body of evidence supporting its use as a long-term treatment option for eligible adults.”
The LEQSELVI data presentation is one of 22 presentations from Sun Pharma across its dermatology and immunology portfolio. LEQSELVI® (deuruxolitinib) 8 mg tablets is an oral selective inhibitor of Janus kinases JAK1 and JAK2 FDA-approved for the treatment of adults with severe alopecia areata.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Sun Pharmaceutical Industries Limited
Sun Pharmaceutical Industries Limited belongs to the Healthcare › Drug Manufacturers – Specialty & Generic sector. Here’s a quick read on where the business and the stock stand today.
Sun moves sideways over three months, with neither buyers nor sellers taking control. The PEG reaches 3.38. The stock trades on brand and index weight, not on growth. Premium net margins of 20.2% demonstrate strong cost discipline and a wide competitive moat. The stock holds at 47% of its 52-week range with RSI at 37. In other words, neither side has a clear edge right now. Revenue grows at 10.4% and profits at 10.6% CAGR, with D/E of 0.03. Meanwhile, the stock dips 5.5% 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 Sun Pharmaceutical Industries Limited.
Healthcare
Global Health Limited (medanta) Secures Land Parcel for New Hospital in Ghaziabad
Global Health Limited (MEDANTA) secures a 10,560 sq. metre land parcel in Ghaziabad for a potential 350+ bedded hospital, expanding its healthcare footprint.
Global Health Limited (NSE: MEDANTA), one of the largest private multi-specialty tertiary care providers in India, announced the acquisition of a 10,560 sq. metre land parcel in Siddharth Vihar Yojna, Ghaziabad, Uttar Pradesh. The land, allotted by the Uttar Pradesh Housing & Development Board (UPAVP), was secured for approximately ₹165.82 crore through an online auction. This strategic acquisition aims to develop a 350+ bedded hospital, pending customary and statutory approvals and board approval.
Strategic Expansion in Ghaziabad
The proposed hospital is expected to enhance Global Health Limited’s presence in the Delhi-NCR healthcare ecosystem, providing high-quality tertiary and quaternary care services to the rapidly growing population of Ghaziabad and surrounding areas. Ghaziabad, with its large and growing population, increasing urbanization, and strong connectivity with Delhi-NCR, represents a compelling long-term healthcare opportunity. The Siddharth Vihar location offers a platform to establish a large integrated healthcare facility, addressing the growing demand for advanced medical care.
Future Healthcare Footprint
Commenting on the acquisition, Mr. Pankaj Sahni, Group CEO and Director, stated, “We see Ghaziabad as a compelling long-term healthcare opportunity within the broader Delhi-NCR market. The region has undergone significant urban and economic development and continues to see increasing demand for advanced, specialized healthcare services. The Siddharth Vihar land parcel offers us a strategically located platform to potentially develop a large integrated hospital and extend our clinical capabilities to a wider patient catchment.” The proposed hospital will complement Medanta’s existing presence in Noida, strengthening the healthcare network across eastern and central parts of the Delhi-NCR region.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Global Health Limited
Global Health Limited belongs to the Healthcare › Medical Care Facilities sector. Here’s a quick read on where the business and the stock stand today.
Global posts a 9.1% three-month gain, but softens in the last few weeks. The PEG reaches 3.56. The stock trades on brand and index weight, not on growth. The business compounds revenue at 17.2% and profits at 19.5% CAGR. That is strong double-digit growth on both counts. The stock gives back 2.6% in the last month despite a positive three-month run. As a result, the earlier momentum appears to be fading. The stock rises 9.1% in three months on 17.2% revenue growth. As a result, the market gives it more credit than the fundamentals strictly justify. Watch the next quarterly results. If growth accelerates, the move makes sense. If not, expect some gains to unwind. Check Fundamentals of Global Health Limited.
Healthcare
Zydus Lifesciences Limited (zyduslife) USFDA Inspection Concludes at Ahmedabad Plant
Zydus Lifesciences Limited (ZYDUSLIFE) announces USFDA inspection conclusion at Ahmedabad plant with one observation, no data integrity issues.
Zydus Lifesciences Limited (ZYDUSLIFE) announced the conclusion of a USFDA cGMP inspection at its manufacturing plant in SEZ II, Ahmedabad. The inspection, conducted from September 21 to 28, 2026, closed with one observation. Notably, there were no data integrity-related observations. The company will closely collaborate with the USFDA to address the observation promptly.
Inspection Highlights
The USFDA’s inspection focused on the company’s compliance with current Good Manufacturing Practices (cGMP). The inspection duration was a week, and it concluded with a single observation. Zydus Lifesciences Limited remains committed to maintaining high standards of manufacturing and quality control.
No Data Integrity Issues
One of the critical aspects of the inspection was the verification of data integrity. Fortunately, there were no data integrity-related observations, which is a significant positive outcome for the company. This ensures that the company’s manufacturing processes are robust and reliable.
Forward-Looking Statement
Zydus Lifesciences Limited will work closely with the USFDA to address the observation expeditiously. The company remains dedicated to ensuring compliance and enhancing its manufacturing processes to meet the highest standards.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Zydus Lifesciences Limited
Zydus Lifesciences Limited belongs to the Healthcare › Drug Manufacturers – Specialty & Generic sector. Here’s a quick read on where the business and the stock stand today.
Zydus rises 9.2% over three months, with buying pressure holding steady. The PEG of 0.73 signals undervaluation relative to growth. It is a potential re-rating candidate. The business compounds revenue at 16.5% and profits at 37.0% CAGR. That is strong double-digit growth on both counts. Buyers show up with 1.8x the volume of sellers. Moreover, they dominated on 18 of recent sessions versus 12 for sellers — a healthy accumulation pattern. Both the business and the stock move in the right direction. Revenue grows at 16.5%, profits at 37.0%, and the PEG sits at 0.73 — below its growth rate. That combination is rare. Check Fundamentals of Zydus Lifesciences Limited.
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