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US generics, domestic market to drive pharma cos' Q4 sales growth
Mint Mumbai
|April 29, 2025
Analysts anticipate higher sales of Revlimid to drive growth for US-focused firms such as Sun Pharma in Q4
Pharma companies are expected to report healthy revenue growth of 11-13% in the fourth quarter of FY25, driven by strong traction in niche US generic drugs, steady domestic performance in a seasonally weak quarter and higher sales of a blockbuster cancer drug in the US before its distribution exclusivity ends next year, analysts said.
Uncertainties over US tariffs and the end of the limited competition period for generic Revlimid in the US loom in the months ahead. However, analysts anticipate higher sales of Revlimid to drive growth for US-focused companies such as Aurobindo Pharma Ltd, Dr Reddy's Laboratories Ltd and Sun Pharmaceutical Industries Ltd in Q4 and the first few quarters of the next fiscal.
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