Archive · 28 Dec 2025
Pharma Industry Eyes Obesity Drugs as Growth Driver
The pharmaceutical industry in India is looking at obesity treatment drugs as a new growth area.
These drugs, called GLP-1 receptor agonists, help with diabetes and weight management.
Experts like Kirti Ganorkar from Sun Pharma and Satish Reddy from Dr Reddy's Laboratories believe that making these treatments more accessible will drive growth.
They also think that using AI for early disease detection and personalized medicine will help.
The industry is expected to grow, with forecasts showing a 9-11% increase in revenues by FY2026.
Additionally, the health insurance sector is growing, with more people opting for comprehensive policies and digital claims processing.
This growth is part of a broader effort to make healthcare more accessible and affordable for everyone.
GLP-1 receptor agonists are identified as key drivers for growth in the Indian pharmaceutical industry.
Sun Pharma and Dr Reddy's Laboratories emphasize the importance of improving access to obesity and diabetes treatments.
AI-enabled digital tools and personalized medicine are expected to drive innovation and better patient outcomes.
Icra forecasts a 9-11% revenue growth for Indian pharmaceutical companies in FY2026.
The health insurance industry saw a 10.4% year-on-year growth in premiums, with a focus on digital transformation and customer experience.
- Who
- Sun Pharma, Dr Reddy's Laboratories, Icra, Aster DM Healthcare
- What
- Pharmaceutical industry focusing on obesity treatment drugs and health insurance growth
- When
- Forecasts and statements made in December 2025
- Where
- India, with implications for global markets
- Why
- To address growing lifestyle diseases and improve healthcare accessibility
- GLP-1 receptor agonists
- Drugs treating type 2 diabetes, high blood sugar, and obesity
- Sun Pharma's Growth Driver
- Access to GLP-1 treatments
- Dr Reddy's Vision
- India as a global pharmaceutical innovation hub
- Icra's Revenue Growth Forecast
- 9-11% in FY2026
- Domestic Market Growth
- 8-10% in FY2026
- European Market Growth
- 15-17% in FY2026
- US Market Growth
- 4-6% in FY2026 due to pricing pressure
- Health Insurance Growth
- 10.4% year-on-year in premiums
