Pharma stocks: International brokerage firm Morgan Stanley has introduced coverage on the four largest pharmaceutical companies in India based on the market cap. But only Sun pharmaceutical industries But the fast trend has been maintained. Brokerage hopes that the earning growth of the pharma sector will be moderate during the financial year 2025-27. However, investment in high -growing sectors such as peptides, biosimilers and special drugs from strong balance sheets can be promoted.
Morgan Stanley Sun Pharma ‘Overweight’ rating Has given Brokerage says the company will benefit from its strong specialty pipeline, focus on chronic therapies in the Indian market and strong financial conditions. Morgan Stanley has set a target of Rs 1,960 per share for this stock. In the last one year, Sun Pharma shares have increased by 5.6 per cent.
Lupine It has been given a ‘Equal-Weight’ rating with a target price of Rs 2,096. Morgan Stanley is estimated to have a strengthening of stock in the first half of FY 2026, but has also feared a decline due to increasing competition in the US market. In the last one year, Lupine shares have been displayed flat and increased by 3.2 percent.
Dr. Reddy’s Laboratories (DRL) and CiplaBoth are expected to pass through a change year in FY 2026. The income from the G-Revolution is expected to be reduced. DRL Also has been given ‘Equal-Andight’ ratings with a Tares of Rs 1,298, although the company says that the increase in semaglutide prices may lead to strong growth. Dr. Reddy’s Labs shares have fallen by 7.7 per cent in the last 12 months, which is a weak performance compared to other companies.
Morgan Stanley has given Cipla the lowest preference. Brokerage rated it ‘underweight’ Is given and a taget of Rs 1,400. Brokerage has estimated 2 % negative EPS CAGR during FY 2025-27. In the last one year, Cipla’s stock has been almost flat and falling two percent in a red mark.
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