Update shared on 27 Nov 2025
Fair value Increased 4.15%Analysts have raised their price target for Biocon from ₹395.65 to ₹412.05. This change reflects updated expectations around key valuation inputs and profitability metrics.
What's in the News
- Biocon is evaluating strategic options for its biosimilars arm, including a possible merger with Biocon Biologics Limited, an IPO, or a share swap. Morgan Stanley has been appointed to advise on the best value creation option (company announcement).
- Biocon and Equillium, Inc. agreed to terminate their collaboration and license agreement relating to the development of itolizumab. Equillium will discontinue further development of the treatment (company announcement).
- Biocon Biologics' YESAFILI (aflibercept), a biosimilar to Eylea®, is now publicly funded in Ontario, Canada. This expands access to treatment for retinal diseases in the province (company announcement).
- Biocon inaugurated its first U.S. manufacturing facility in Cranbury, New Jersey, expanding its production capacity and strengthening its global footprint (company announcement).
- Board meetings were held to consider financial results, early redemption of debentures, appointments of key personnel, and issuance of commercial papers (company filings).
Valuation Changes
- Consensus Analyst Price Target increased from ₹395.65 to ₹412.05, indicating a slightly higher fair value estimate.
- Discount Rate rose marginally from 13.55% to 13.65%, reflecting a slight adjustment in risk and cost of capital assumptions.
- Revenue Growth projection decreased from 18.03% to 15.30%, signaling a more conservative growth outlook.
- Net Profit Margin estimate advanced from 9.17% to 9.28%, showing a minor improvement in anticipated profitability.
- Future P/E ratio grew from 35.70x to 40.46x, implying higher expectations for future earnings performance.
Have other thoughts on Biocon?
Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.
Create NarrativeDisclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.