Synopsis: Shares of a major pharma player gained attention after its subsidiary launched Pomalidomide Capsules in the U.S., targeting a $3.3 billion oncology market. Meanwhile, new MIP rules on Pen-G, 6-APA, and Amoxicillin could benefit domestic manufacturers with integrated 15,000-tonne capacity and improve utilisation levels.
The shares of a prominent pharmaceutical company are in the spotlight after the company’s wholly owned subsidiary of the company, has launched Pomalidomide Capsules to treat relapsed or refractory multiple myeloma
With a market capitalisation of Rs 69,423.22 crore, the shares of Aurobindo Pharma Ltd were trading at Rs 1,195.30per share, decreasing around 1.32 percent as compared to the previous closing price of Rs 1,211.35 apiece.
Pomalidomide Capsules Launch
The shares of Aurobindo Pharma Ltd have seen bullish movement after Eugia Pharma Specialities Limited, a wholly owned subsidiary of the company, announced the launch of Pomalidomide Capsules in the U.S. market in strengths of 1 mg, 2 mg, 3 mg, and 4 mg. The drug is the generic equivalent of Pomalyst, developed by Bristol Myers Squibb, and Eugia was among the first-to-file ANDA applicants for this product.
Furthermore, according to IQVIA MAT data for the twelve months ended January 2026, the U.S. market for Pomalidomide Capsules is estimated at around $3.3 billion, highlighting strong commercial potential. The drug is widely used to treat relapsed or refractory multiple myeloma and AIDS-related Kaposi sarcoma, typically in combination with dexamethasone or other therapies.
Additionally, CuraTeQ Biologics, a subsidiary of Aurobindo Pharma, is strengthening its presence in the oncology biosimilars segment through an expanding pipeline of cancer-focused biologics. The company is developing biosimilars referencing leading oncology drugs such as Avastin and Lucentis. With several major biologics expected to lose patents between 2028 and 2035, CuraTeQ aims to tap rising global demand for affordable oncology treatments.
DGFT announced
Recently, the Directorate General of Foreign Trade (DGFT) announced the imposition of a Minimum Import Price (MIP) on Pen-G, 6-APA, and Amoxicillin. As per the notification, a minimum import price of Rs 2,216 per kg ($24) has been set for Pen-G, while Amoxicillin and 6-APA will attract MIPs of Rs 2,733 per kg (~$30) and Rs 3,405 per kg (~$37), respectively. The revised pricing comes into effect immediately and will remain applicable until January 2027.
Moreover, Pen-G is the base raw material used to produce 6-APA, which is further processed to manufacture Amoxicillin. At present, most companies import 6-APA for Amoxicillin production. Analysts note that Pen-G imports from China are currently priced much lower, at around $17–18 per kg.
Additionally, the decision holds significance for Aurobindo Pharma, as it is the only Indian company with an integrated Pen-G value chain and an operational Pen-G plant. The PLI-supported facility has a capacity of 15,000 tonnes, well above India’s annual requirement of 9,000 tonnes. With an investment of Rs 2,700 crore, the plant currently operates at around 50% utilisation, which analysts expect to improve to nearly 75% over time.
Financials
The company reported steady financial growth in Q3FY26, with revenue rising 8.3 percent to Rs 8,646 crore from Rs 7,979 crore in the previous year. Meanwhile, net profit increased 8 percent to Rs 910 crore from Rs 846 crore, reflecting stable operational performance and consistent earnings growth during the period.
Over the last year, the company’s operating performance showed steady improvement. Operating profit increased from Rs 1,578 crore in December 2024 to Rs 1,773 crore in December 2025, reflecting stronger operational efficiency. Meanwhile, operating profit margin (OPM) remained largely stable, improving slightly from 20 percent to 21 percent during the same period, indicating consistent profitability.
Aurobindo Pharma Ltd is a leading Indian pharmaceutical company with a strong global presence across generics, APIs, and specialty medicines. The company operates an integrated manufacturing model and serves key markets such as the US, Europe, and emerging regions, focusing on affordable healthcare, operational efficiency, and long-term growth through capacity expansion and product diversification.
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