印度制药业务季度洞察——2025年第二季度

Indian PharmaceuticalBusinessQuarterlyInsights–Q2 2025(Apr-Jun) Report Release Date: August 2025Dataset: TSA June 2025 Disclaimer IQVIA is not an “authorised person” for the purposes of the Financial Services and Markets Act 2000 (“FSMA”) and does not provideinvestment advice or carry on any other regulated activity under Part II of the FSMA 2000 (Regulated Activities) Order 2001 The forecasts, projections, and related information contained herein are made and provided subject to the assumptions, methodologies,caveats, and variables described in this report and are based on third party sources and data reasonably believed to be reliable. Nowarranty is made as to the completeness or accuracy of such third party sources or data This report, in part or in whole, is not intended to constitute investment advice, and is not a recommendation to purchase ornot purchase,an endorsement of, or an opinion as to the value of, any security or any investment instrument of any entity As with any attempt to estimate future events, the forecasts, projections, conclusions, and other information included hereinare subject tocertain risks and uncertainties, and are not to be considered guarantees of any particular outcome This report shall not be published, nor shall any public references to IQVIA be made regarding these services or this report,without IQVIA’ prior written approval.When so provided, this report and the information herein must always be provided and used in itsentirety, including this complete Disclaimer page This report is subject to the IQVIA General Terms and Conditions. AGENDA AGENDA Q2 2025 Performance analysis Higher single digit growth for the quarter led by Chronic segment and MNCsgrowing higher than Indian Co.IPM Market Size & Gr •Q2 Mkt Size :61KINR Cr•Q2 25 :9%over Q2 24•Q2 25 :7%over Q1 25 Indian/MNCs Companies’ Performance Major drivers Segment Analysis Product launches •Indian Co:8%; MNCs :9%over Q2 24•Indian CoMS:83%; MNCs MS:17%•Among IndianCo:Sun,Intas,Torrent,DRL,Glenmarkgrew in double digit•AmongMNCs:P&G, Janssen, Merck,Nutricia,Mylan grew in double digit •Cardiac and CNS reflecteddouble digit growth of11%and10%respectively•GI, AI, Antidiabetic, VMN,Pain,Respireflected singledigit growth •Chronic segment reflectedbetter growth of10%thanAcute Segment growth of7% •Antidiabetics, VMN,Cardiac, GI, Derma, Pain,Respi, CNS saw maximumnumber of new launches Higher growth from Respiratory acute therapy,espAnti-Pyretics,Antihistamines & Cough preparations indicates seasonal impact. •Cephalosporins (44%contribution to AI therapy),6%Gr. Macrolides andCarbapenems each grew at6%. High growth was seen from Tetra &comb /Doxycyc.andOxazolidinones at9%and11%resp. Carbapenems showedgrowth of6%majorly due to Meropenem4%andFaropenem12% •Antirheumatic, Nonsteroidal market (44%contribution to Pain market)5%Gr. Anti-Pyreticsamongst largest categories grew at9%.Paracetamol Oral Solids have shown12%whereas Para Liquidsshowed7%Gr.Muscle Relaxants Systemic and Narcotic Prep bothreflected good growth of10%and22%resp •Antipepticulcerantsgrew at 7% and Laxatives grew at9%.Pantoprazole+Domperidoneand Pantoprazole Solids continue to grow at9%each.Esomepr+Domperidonereflected growth of11%.Vonoprazanmolecule launched last year reflected sales of 59cr for Apr-Jun’25 quarter •Cough preparations (47%contribution toRespiAcute therapy),16%Gr. CoughPrepEthicalsandLevosalbutamol& Comb have shown20% & 22%Gr inCough prep market resp. Cold Preparations grew at12%due to both Cold PrepLiqSolids and Cold prep Solids wherein both grew at11%and13%.Antihistamines, systemic reflected growth of7% Q2 25 Gr over Q2 24Value:14%;Unit:7% Double digit growth seen across chronic therapies. With the advent ofWegovy&Mounjaro, GLP-1 sees high growth within the Diabetes TA. •Statins grew at14%&Hypotensivesdual Comb grew at13%.They togethercontribute~39%of Cardiac therapy sales. Other Cardiac therapiesviz.HypotensiveDiuretics, ARB have each registered8%Gr.Anticoagulants showed12%GrandBetablockers grew at10%.Diuretics and Hypotensive Triple/Poly Comb both grew indouble digit at19%and17% •Glimepiride + Metformin (23%contribution)to Diabetes therapy hasshown6%Gr.Dapa+Met+Sitareflected42%Gr andDapa+Sitashowed11%Gr. GLP1 Agonist market showed very high good growth of145%majorly due toRybelsus(54%Gr),Lirafit(35%Gr) and new brand launchofMounjarowhich reflected Sales of 114.9 Cr for this quarter. Insulinmarket showed single digit growth of5% •Anti-Depressant and Anti-Epileptics, which together constitute52%ofthe TA, grew at11%&10%resp. Gabapentin +NortriptylinwithinAntiepileptics has shown high growth of13%and Brivaracetam grewat24% •The inhalation prep market continued to show good growth of10%andcontributes~55%toRespiChronic market.Formoteral+Budesonidegrew at11%growth. Bronchodilators Solids grew at 12% whereinAcebrophyllin+Acetylcysteincomb market grew at 15% andAcebrophyllineat 13% Respiratory AcuteQ2 25 Gr over Q2 24 Value