Archive · 12 Dec 2025
Jefferies Recommends 5 Indian Pharma Stocks with 15% Upside
Jefferies, a financial services company, recently analyzed how some Indian drug companies are doing in the US market.
They gave a 'Buy' rating to five companies: Alkem, Lupin, Sun Pharma, Torrent, and Zydus.
This means they think these companies will do well and make a good profit in the next year.
Alkem is doing well with drugs like Entresto and gAptiom.
Lupin is also strong in gAptiom and other drugs.
Sun Pharma had a small drop in one drug but is doing well in others.
Torrent is leading in gAptiom, and Zydus is doing very well in bowel-care drugs.
Jefferies also mentioned Ajanta and Mankind for their steady performance in specific drugs.
Jefferies recommended 5 Indian pharma stocks with at least 15% upside potential.
Alkem Laboratories leads in Entresto and gAptiom with significant market shares.
Lupin gained market share in gAptiom and maintained strong positions in other drugs.
Sun Pharma saw a decline in Ilumya but gained in gCiprodex and gLialda.
Torrent Pharmaceuticals leads in gAptiom and has a strong presence in gEntresto.
- Who
- Jefferies
- What
- Recommended 5 Indian pharma stocks with at least 15% upside
- When
- November 28, 2025
- Where
- US generics market
- Why
- Strong market performance and growth potential
- Alkem Laboratories
- 12% market share in Entresto, 12.5% in gAptiom
- Lupin
- 14.8% in gAptiom, 14.7% in Albuterol, 32.2% in Tiotropium Bromide
- Sun Pharma
- 4% YoY drop in Ilumya, 12.9% in gCiprodex, 8.5% in gLialda
- Torrent Pharmaceuticals
- 16.9% in gAptiom, 5% in gEntresto
- Zydus Lifesciences
- 44.7% in gLialda, 43.4% in gAsacol HD, 7% in gEntresto
- Ajanta Pharma
- 9% in Varenicline
- Mankind Pharma
- 26% in Arformoterol