Expanding specialty and innovative medicines portfolio, semaglutide launches across India and international markets, and the proposed Organon acquisition are major growth drivers in the medium term for the country's largest pharma company by revenue and market cap. Despite pressure in the US generics segment, it has maintained the FY27 guidance of high single-digit revenue growth on account of continued traction in specialty products such as Leqselvi and Unloxcyt and strong momentum in the domestic business.
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The short-term growth narrative is shifting away from traditional generics and toward specialty and innovative products. While the US formulations business declined 9.7% due to lower contribution from generic Revlimid and increased competition in some products, the company's innovative medicines portfolio continued to gain traction across the US and international markets. The innovative portfolio will likely remain a key growth engine supported by products such as Ilumya, Odomzo and Cequa, along with the ramp-up of new launches. Motilal Oswal Financial Services (MOFSL) expects the specialty portfolio to deliver a 13% annual growth over FY26-FY28, aided by improving physician adoption and expanding market access.
Another potential growth lever is semaglutide. Beyond India, the company has secured approvals for generic semaglutide injections for Type-2 diabetes in South Africa and Brazil. The commercialisation is underway in South Africa while the Brazil launch is expected soon through a partner.
Sun Pharma's global scale and product portfolio.
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