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500420: New Settlement Agreement Will Shape U S Market Opportunity After 2030

Update shared on 10 Nov 2025

Fair value Increased 2.05%
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AnalystConsensusTarget's Fair Value
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16.4%
7D
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Analysts have raised their price target for Torrent Pharmaceuticals from ₹3,929 to ₹4,010, citing slightly improved revenue growth forecasts and higher projected profit margins.

What's in the News

  • Torrent Pharmaceuticals has entered into a settlement agreement with Eisai Co., Ltd. concerning a patent infringement lawsuit related to Lenvima. This agreement permits Torrent to launch a generic lenvatinib product in the U.S. beginning July 1, 2030, subject to certain conditions (Key Developments).
  • The settlement follows previous agreements that allow similar generic launches by SUN Pharmaceutical Industries and Dr. Reddy's Laboratories on the same date (Key Developments).
  • In a recent legal outcome, Shilpa Medicare Limited is prohibited from obtaining FDA approval for its generic lenvatinib product in the U.S. until February 2036 due to a court decision upholding patent exclusivity (Key Developments).
  • The Board of Torrent Pharmaceuticals is scheduled to meet on November 7, 2025, to review and approve financial results for the quarter and half year ended September 30, 2025 (Key Developments).

Valuation Changes

  • Consensus analyst price target has risen slightly from ₹3,929 to ₹4,010.
  • The discount rate has increased marginally from 12.73% to 12.76%.
  • The revenue growth forecast has edged up from 12.36% to 12.37%.
  • The net profit margin estimate has risen from 22.23% to 22.79%.
  • The future P/E ratio projection has declined from 50.83x to 49.06x.

Disclaimer

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