Expanded Manufacturing Capacity Will Unleash Market Opportunity
Analysts have raised their price target for Gland Pharma from ₹1,862.83 to ₹1,933.64, citing a modest improvement in fair value estimates and expectations for future earnings.
What's in the News
- Gland Pharma received USFDA approval for Vasopressin in 5% Dextrose Injection, both 40 Units and 20 Units per 100 mL RTU Vials. This product is bioequivalent to VASOSTRICT, with US sales of approximately USD 45 million for the year ending June 2025 (Key Developments).
- Approval was granted by the USFDA for Norepinephrine Bitartrate in 5% Dextrose Injection, with Gland Pharma eligible for 180 days of generic drug exclusivity and US sales around USD 55 million for the same period (Key Developments).
- USFDA approval was secured for Cangrelor for Injection 50mg/vial. This grants Gland Pharma 180 days of generic drug exclusivity; US sales for this product were about USD 122 million for the year ending June 2025 (Key Developments).
- Buyout groups including Brookfield and EQT are in advanced discussions to acquire Gland Pharma from China’s Fosun Group. If completed, this could become one of the largest buyouts in the segment. Fosun currently owns 51.8% of the company (Key Developments).
- A board meeting is scheduled for August 5, 2025 to consider and approve unaudited financial results for the quarter ended June 30, 2025 (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has increased from ₹1,862.83 to ₹1,933.64, reflecting a modest upward revision in estimated fair value.
- Discount Rate remains unchanged at 12.73%, indicating no change in risk assumptions.
- Revenue Growth projections are essentially flat, moving insignificantly from 14.51% to 14.51%.
- Net Profit Margin estimates show no meaningful change, staying close to 19.69%.
- Future P/E ratio has risen slightly from 25.87x to 26.86x. This suggests a small increase in the valuation multiple applied to future earnings.
Disclaimer
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