Update shared on 27 Nov 2025
Fair value Increased 1.06%Analysts have raised their price target for Sun Pharmaceutical Industries from ₹1,930 to ₹1,951, citing improved revenue growth projections as well as slight adjustments to profitability and valuation metrics.
What's in the News
- The U.S. FDA approved an updated label for Sun Pharma's UNLOXCYT (cosibelimab-ipdl) for metastatic and locally advanced cutaneous squamous cell carcinoma (CSCC). The update incorporates long-term clinical data and supports a commercial launch in early 2026 (Product-Related Announcements).
- Sun Pharma and AstraZeneca Pharma India announced a partnership to co-promote and distribute Sodium Zirconium Cyclosilicate (SZC) to enhance access to hyperkalaemia treatment in India under separate brand names (Client Announcements).
- Results from Sun Pharma's Phase 1a/2b study of GL0034, a novel long-acting GLP-1 receptor agonist, showed meaningful weight loss and metabolic improvements in post-menopausal women with obesity and MAFLD. Further clinical studies are planned (Product-Related Announcements).
- The company's board approved an amendment to the Memorandum of Association to enable the setup of captive solar and renewable power plants, aligning with sustainability and ESG goals. This change is pending shareholder and regulatory approval (Changes in Company Bylaws/Rules).
- Cipher Pharmaceuticals Inc. received a favorable arbitration award in its contractual dispute with Sun Pharma regarding Absorica LD in Canada, with Sun ordered to pay damages, royalties, and costs. Sun is seeking partial vacatur of the decision (Lawsuits & Legal Issues).
Valuation Changes
- Fair Value Estimate has risen slightly from ₹1,930.16 to ₹1,950.68.
- Discount Rate increased marginally from 12.73% to 12.76%.
- Revenue Growth Projection improved from 9.54% to 10.08%.
- Net Profit Margin is forecasted to decrease fractionally from 22.70% to 22.65%.
- Future P/E Ratio expectation has fallen from 41.57x to 40.32x.
Disclaimer
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