By Admin 
Brokerage house Goldman Sachs has released its new report regarding the Indian pharma sector. In this report, he has identified 5 such pharma companies in which a good rise can be seen in the next one year.
These companies are not only benefiting from the global shift of healthcare manufacturing, but are also focusing on innovation, specialization and long term partnerships. Let’s know what are those companies and why Goldman Sachs has faith in them.
Mukesh Ambani’s son -in -law’s company Piramal Pharma
The top of the list of Goldman Sachs is Piramal Pharma, which is given ‘BUY’ rating and target price is Rs 265. That is, it is estimated to increase by about 36 percent.
The biggest reason for this trust is the company’s CDMO (Contract Development and Manufacturing Organization) Business. Even though FY26 showed some slideowns due to inventory destroying, but in FY27, this business can gain rapidly, especially when multi-air supply orders will start to be finalized.
The company has recently added two new manufacturing suits on its granjmouth site and plans for further expansion. Their goal is to double the CDMO revenue by FY30.
Orobindo pharma
Aurobindo Pharma has also received a ‘Buy’ rating and has a target price of Rs 1275, which shows about 16 percent of the upside. Goldman Sachs believes that the cost efficiency in India’s biologics and biosimilers keeps it far beyond China and Korea. According to the report, India’s cost is about 60 percent lower.
The Aroobindo’s subsidiary Curateq’s biologics unit Theraranym is doing exclusive work with MSD by 2030-2032. The report says that the company can supply 30-40 million viils to Phase-1.
Sainigan International
Syngene International has also been given a ‘BUY’ rating and its target has been kept at Rs 800, that is, it has seen up to 27 percent. After little difficulties in H2Fy24 and H1Fy25, the company has started getting interrogation from large pharma companies again in H2FY25. Also, due to the removal of manufacturing from China, the company is also getting several pilot projects due to the moving pharma clients towards India, some of which have been converted into long term contracts. Its discovery services in FY26 are expected to grow again double digit growth.
Newland labs
Neuland Labs has been rated by Goldman Sachs with a target of Rs 14,775. That is, there is a possibility of a 21 percent rise in the next 12 months. The biggest strength of the company is its strong quality culture, system, infrastructure and process development capability. While the rest of the pharma companies are going into animal health or agro-chemical, Newland has focused only on human pharmaceuticals. The valuation of the stock has been done on the SOTP (SUM-OF-The-Parts) basis, with 85 % of the contribution of earning multiples and 15 % of M & A value.
Kohane Lifestyle
Goldman Sachs has also expressed confidence in cohance lifeciences and its target price has been fixed at Rs 1275, ie a possible rise of up to 29 percent. The company has got a good lead in the last few years, especially due to the strategy of bringing manufacturing (China+1), especially from China to another place. The report said that the number of RFQs (Request for Quotations) received by the company has almost doubled. According to Goldman’s report, “Every pharma innovator is now working on ‘China +1’ Strategy, whether he has told it publicly or not.”
Expectation seen in pharma companies
It is clear from this report of Goldman Sachs that Indian pharma companies are no longer limited to general medicines, but now they are also moving fast on the path of innovation, biologics and international partnerships. If you are looking for investment opportunities in the pharma sector, then these five stocks must be in your watellist.
Disclaimer: (Information provided here is being given only for information. It is necessary to tell here that the investment market is subject to risks. Always consult expert before investing as an investor. Never is advised to invest money from Abplive.com.
Also read: This shares of Tata Group will go till 4150? There is a strong chance of profit; This legendary investor also put bets on the company