Strong therapies, JB to lift Torrent Pharma

Stock rises 6.6%, brokerages expect earnings push from launches, integration

- RAM PRASAD SAHU

Astrong performance in the July-September quarter of 2025-26 (FY26) and expectations of growth from launches and acquisition-led synergies led to a 6.65 per cent jump in the share price of Torrent Pharmaceuticals. Several brokerages have upgraded the stock of the pharma major — currently trading at 3,817 — citing upward earnings estimates for 2026-27 (FY27).

Driven by its India business and Rest of the World markets, the company reported a robust 14.3 per cent year-on-year (Yo-Y) increase in revenue. Torrent continues to outperform the domestic market due to its strong presence in high-growth therapeutic segments. The company posted 11.5 per cent growth in India, led by cardiac and gastrointestinal therapies, compared with overall Indian pharma market growth of 8 per cent. Volumes contributed 3.7 per cent, price growth 5.5 per cent, with the remainder coming from new products.