Blog

Blog

Indian Pharma Market April 2015 Update

Positive momentum has continued in the first month of the new financial year. Industry again clocked high double digit growth rate of more than 17%. A very strong performance compared to the growth achieved in April last year, which was just above 7%. Market has now seen continuous double digit growth rate for last six months.
 
Key Insights for April 2015
1.         The market achieved the growth rate of 17.2% in the previous month
2.         Market crossed Rs. 8000 crore milestone for the first time in the April 2015. A historical first. Over April 2014, it is an addition of Rs. 1179 crore value. While the market took 24 months to move from Rs. 6000 crore to Rs. 7000 crore, whereas it has taken just 9 months to cross Rs. 8000 crore mark.
3.         For April month, growth drivers were - 8.8% growth on account of Volumes, 5.2% growth on account of Price Increase and 3.2% growth on account of New Introductions. In April 2014, Volume growth was just 0.3% and Price Increase growth was just 1.7%.
4.         For the running latest quarter, growth was 18.7%, while for the corresponding  quarter last year it was 6.9%.

Major Highlights for Month of April 2015 (based on AIOCD PharmaTrac Data)
 
April Month Highlights
1.         Market clocked Rs. 8047 crore sales in the previous month
2.         Growth was 17.2%
 
Corporate
1.         In the previous month, amongst the top 10, Cipla had the fastest growth at 25.1%, followed by Macleods at 18.9% & Sun at 18.4%
2.         Amongst top 50 Corporates, 26 grew faster than the market growth rate and 41 Corporates had double digit growth rate
3.         Akumentis was the fastest growing Corporate among the top 50 with 38.2% growth, followed by Allergan at 35.5% & MSD at 34.9 %
4.         Amongst the 11-20 ranked Corporates, Glenmark had the highest growth of 30.1%, followed by Torrent at 28.7% & Aristo at 26.9%
5.         Amongst the 40-50 ranked Corporates, Allergan had the highest growth at 35.5%,followed by Albert David at 34.2% & Hetero at 27.2%
6.         Amongst the 51-60 ranked Corporates, Centaur grew at 44.7%, followed by Eli Lilly at 42.3% & Troikaa at 40.0%
7.         Amongst the 61-70 ranked Corporates, Fresenius Kabi grew by 65.6% followed by Boehringer grew at 86.2% and Serdia at 31.9%
8.         Torrent crossed Rs. 2000 crore mark, JBCPL & Akumentis entered Rs 500 crore bracket, BI entered Rs. 200 crore slot, and Dr John’s Rs. 50 crore mark on April MAT 2015 basis
                                                                             
Indian V/S MNCs
1.         Both grew at nearly a similar growth rate - Indian companies growth was 17.1% versus 17.5% for MNCs
2.         Amongst the top 50 MNCs, Allergan grew by 35.5%, followed by MSD at 34.9% & Merck at 30.6%
3.         Even in Non-NLEM segment, both grew at a similar rate - Indian Companies grew by 18.3% whereas MNCs grew by 18.8%
 
DPCO, Non DPCO & Non-Scheduled Para 19 Market
1.         The DPCO containing molecules market segment grew at 11.1 % whereas the non DPCO market grew by 18.4%  & Non-Sch. Para 19 Market at 11.9% resulting in an overall growth of 17.2% for April 2015
2.         NLEM & Non-NLEM Category had unit growth at 5.3% and 9.6% respectively. The Non-Sch Para 19 Market had 9.6% units growth
3.         The DPCO 2013  portfolio for Pfizer grew at 16.7%, Ranbaxy 17.3%, GSK at 12.2% & Abbott 13.5%

Therapy
1.         8 therapies grew faster than the market growth
2.         Respiratory Market grew at 17.8%, Gastrointestinal market grew at 20.3%, Pain & Analgesics market grew at 15.4% whereas Anti-infectives grew at 12.8%
3.         In chronic segment, Anti-diabetic market grew at 25.8% & Cardiac at 16.2%
4.         Derma market grew by 22.2% & Urology Market at 28.5%
 
Regional Dynamics
1.         14 regions outpaced the overall market growth
2.         North AP had the highest growth at 31.1%, followed by Jharkhand at 27.8% & South AP at 25.2%
3.         1 region had negative growth in April 2015
 
Molecules
1.         Amoxycillin + Clavulanic Acid Market grew at 16.7% whereas Glimepiride + Metformin grew at 15.9% and placed at No 2 position
2.         The markets of Paracetamol grew at 18.9%, Atorvastatin 12.7%, Probiotic Microbes at 12.2%, Cefixime 19.2%, Pantoprazole 22.7%, Montelukast + Levocetrizine at 25.3%, Glimepiride + Metformin + Pioglitazone at 19.6%, Vitamin-D at 35.9%, Hydroquinone + Mometasone + Tretinoin at 16.4%, Voglibose + Metformin + Glimepiride at 58.1%, Rosuvastatin at 21.4%, Protein Supplements at 20.2%, Azithromycin at 14.4%
 
Brands
1.         Glycomet – GP became the No 1 brand for Apr-15 with a value of Rs. 29.53 crore and and growth of 18.6%. On MAT basis, it value was Rs. 299 crore
2.         Lantus grew at 37.3%, Monocef at 36.6%, Glycomet-GP grew at 33.3%, Dexorange at 34.7%, Augmentin at 29.7% and Becosules at 29.1% amongst the top 10 brands
3.         Few other brands that gained ranks include Pentaxim (+1312), Janumet (+71),  Betnovate –C (+60),  Januvia (+58), Shelcal (+57), Panderm Plus (+49), Istamet (+35), Clexane (+31), Spasmo Proxyvon Plus (+29), Magnex (+28), Huminsulin (+26), Pantocid D SR (+25), Dolo (+22), Omez (+17), Zifi (+11), Zoryl –M (+10), Rhoclone (+9), Orofer – XT (+8), Storvas (+8), amongst top 100 Brands over Apr -14
 
New Launches in IPM
1.         Total 162 brands & 300 SKUs were launched in the previous month
2.         Top New Brands for April were Sovihep, Eliquis & Revital-H

 
Comment 18
 
Name *
 
Email ID *
 
Comment
 
 
 
 
Recent Blog Posts
arrow Healthcare sector drew USD24B+ of PE investment in 2018
arrow Indian Pharma Domestic Formulation - March Update
arrow Indian Pharma Domestic Formulation - February Update
arrow Indian Pharma Domestic Formulation - January Update
arrow Can Byju’s go the way of Educomp and other Digital Classroom companies?
arrow Indian Pharma Domestic Formulation - November Update
arrow Early stage and MSME funding witnesses subdued action in November 2018
arrow Indian Pharma Domestic Formulation September Update
arrow USD 2.7 B of private equity investment and 24 SME IPOs in Sep’18
arrow 2018 Award for India’s Most Pusillanimous Company Board
arrow FMCG valuations have peaked, says report by Jeffreys
arrow Long way to go for Indian construction companies
arrow Wholesale dependence high in FMCG space
arrow Fintech is hot globally, headed for a record year
arrow CCI penalises Glenmark & 2 more pharma companies in distribution case
arrow RBI Report on State Finances for FY17-18 shows slippages
arrow USD 1.85 B of VC/PE investment reported in Global Healthcare space in Jun’18
arrow USD 1.1 B of private equity investment reported in Jun’18 in India
arrow USD 2.3 B of private equity investment reported in May’18 in India
arrow USD 2.2 B of private equity investment reported in Apr’18 in India
arrow China emerging as the R&D leader in oncology biotech?
arrow USD 1.9 B of private equity investment reported in Mar’18 in India
arrow FDCs issue moving further, CDSCO committee calls stakeholders for data
arrow DTAB recommends prescription switch by pharmacies / chemists
arrow Indian Pharma Market Feb'18 Update - Steady Growth Continues
arrow USD 1 B of private equity investment reported in Feb’18 in India
arrow Indian Domestic Pharma January'18 Update - Upward Growth March Continues
arrow USD 2.3B of private equity investment reported in Jan’18 in India
arrow Global Healthcare PE Deals Tracker - January 2018 Update
arrow Apollo group well on its way to creating a pharma distribution behemoth
arrow USD 864m of private equity investment reported in Dec’17
arrow Global Healthcare PE Deals Tracker - December'17 Update
arrow Indian Pharma Market Dec'17 Update - Growth remains steady at 7.8%
arrow Indian Pharma Market Nov'17 Update - Growth inching up, touches 8.1%
arrow Strong brands equals supernormal profits, shows MDH
arrow Indian Pharma Market Oct'17 Update - Growth inching up, touches 6.5%
arrow USD 1.2B of deals in global healthcare space in Oct'17
arrow USD 1380m of private equity investment reported in Oct’17
arrow Spurious RTI data – 40% vacancy in Mum-Ahd trains
arrow RBI’ Revenge
arrow Tax Collections in India – A primer
arrow Ratan Tata is right – very few disruptive startups get funded
arrow USD 782m of private equity investment reported in Sep’17
arrow VC/PE investments hit a high in Aug 2017
arrow VC/PE investments cross USD1B in Jul’17
arrow VC/PE investment headed for a big year at half way mark
arrow Sharp reduction in the inventory days
arrow Indian Pharma Market May'17 Update - growth further slows down further, down to just over 7%
arrow A strong move by the new USFDA Head to shorten generic approvals timelines
arrow No more approval for new drugs by the state FDAs
arrow Another month of >USD1B reported investment
arrow Imminent ‘generics-isation’ of the Indian pharma – a blessing in disguise
arrow Indian Pharma Market2017 January Update - Slow Start to the New Financial Year
arrow Indian handicraft exports are booming
arrow Robust inflows continue in VC/PE deal space
arrow Will Electric Vehicles replace normal vehicles?
arrow What Young Think?
arrow Mobile subscriber base at 895 million, up by increased by 5.68 million in March
arrow Government to launch 3 year plans
arrow H1B – No legislative changes as yet!
arrow India retains its place as the fastest growing economy in the World
arrow Vacancies are rampant!
arrow Focus on improving Ease of Doing Business within India
arrow Controlling Population Growth
arrow Digital Payments is the Way
arrow Exports and Imports Increase in March
arrow Controlling Food Wastage
arrow 5G is Here!
arrow Economic data turns adverse
arrow Salaries in India
arrow RBI expects higher inflation
arrow Jio is shaking up the telecom industry
arrow Weather related industries sees Spike in Sales
arrow Manufacturing picking up as March data shows
arrow Water availability numbers in India make for shocking reading
arrow India needs to tap its tourism potential better
arrow Mar’17 sees smart revival in VC/PE deal space
arrow Software as a Service business has come a long way in India
arrow GST is becoming a reality – Advantages of GST
arrow Making India a manufacturing powerhouse
arrow People are worried around the globe
arrow Startup Fund will change Indian Entrepreneurship
arrow Farm Loan Waiver – A Bad Idea?
arrow Smart Cities – Not Taking Off as Yet
arrow Trends in Technology
arrow Nordic nations are the world's happiest
arrow Vodafone Idea Merger to create largest Telecom company in India
arrow Genomic Research – a new Sunrise Industry?
arrow Currency levels reach 70% of pre-demonetisation levels
arrow New National Health Policy unvieled
arrow Reforms in financial sector expected
arrow Rising inflation will prevent rate cuts by RBI
arrow Solar Power prices hit a new low
arrow UP Election Victory may drive Reforms
arrow Rich in India - the Hurun List
arrow Japanese funds are investing in Indian Startups
arrow India Inc and the new normal in CEO salary
arrow Giving in India
arrow Startup India - a good start
arrow Hubtown loses case, now what about Tata Docomo?
arrow Israel – the startup haven
arrow Crowdfunding is huge
arrow The problem of NPA
arrow Corporates are paying attention to CSR
arrow Note ban: Impact on Economy
arrow Time to reboot for Indian IT
arrow India is making rapid strides in Space busines
arrow E-Retailing losses – Any lessons?
arrow Indian Pharma Market2017 January Update - Double Digit Growth Continues
arrow Crisis in Infosys
arrow Henry Schein: A remarkable growth story
arrow Angel investing in public markets
arrow Jan’17 sees tepid VC/PE activity
arrow Why is Divi’s stock price falling?
arrow Dec'16 witnesses USD2.4B of VC/PE investment
arrow Indian Market December 2016 Update - Anti-Diabetic and Cardiac comes to the rescue of the overall ma
arrow Indian Pharma Market - Novemeber Update
arrow India emerges tops in JBIC FDI survey for 2016
arrow VC/PE deal space back to pedestrian pace in Nov’16
arrow Demonetisation to have several long term benefits for India
arrow Oct’16 sees improvement in VC/PE deal space
arrow Indian Pharma Market September 2016 Update - Double Digit Growth Continues
arrow August sees better deal traction in private space
arrow FMCG companies hope for revival in rural demand
arrow VC/PE investments crater in June
arrow Expanding distribution helps Marico beat GDP growth
arrow Indian Pharma Market May 2016 Update - Growth improves, but still in single digit
arrow Future Consumer – as confused as ever
arrow Valuation of a few ecomm companies
arrow VC/PE investments slip again in May
arrow QSR companies continue to struggle for growth
arrow Apr’16 witnesses rebound in VC/PE deal amounts
arrow DS Group’s candy Pulse makes electrifying launch
arrow Consolidated impact of three key policy decisions on the pharma market - 4.5% of the overall market
arrow Mar’16 witnesses ~USD 504m of VC/PE investments
arrow Impact of the banning of nearly 350 FDCs by the government last week
arrow Indian Pharma Market - February 2016 update: steady growth continues
arrow Agree with Murthy, ‘delivery food tech’ is not a business
arrow Jan’16 starts with USD 800m of VC/PE investments
arrow Indian Pharma Market - January 2016 update: steady growth continues
arrow Indian Pharma Market December 2015 Update - steady double digit growth continues
arrow Indian Pharma Market - November Update
arrow Indian Pharma Market - October Update: a blockbuster month
arrow VC/PE investments for 2015 close at USD 14B
arrow USD 1.27B of VC/PE transactions in November’15
arrow Winner takes all in tech and e-commerce
arrow VC/PE investments USD 12B for Jan-Oct-15
arrow The thuggery of AIOCD needs to be stopped
arrow Indian Pharma Market - September Update: relatively slower month
arrow Quality of accounting at Pharma companies going down
arrow Monthly VC/PE deal count touches all time high in Sep’15
arrow India has the most US FDA approved API plants in the world
arrow Vaccine companies are raking it in
arrow India most profitable pharma company is…Serum Institute
arrow The great Indian infra asset sale
arrow Indian pharma needs a period of valuation consolidation
arrow Indian Pharma Market August 2015 Update - double digit growth continues
arrow Is Sun Pharma losing the plot?
arrow USD 1.3b of private equity investments in Aug’15
arrow Government VC fund to support pharma R&D
arrow Cipla’s consumer health business to roll from FY17
arrow PE exits at all-time high in 2015
arrow MSO numbers expected to surge with DAS Phase-III coming up
arrow Annual Capacity Addition Targets for Solar Power set
arrow India best performing emerging market so far
arrow Indian Pharma Market July 2015 Update - double digit growth continues
arrow July’15 sees 91 VC/PE deals aggregating ~USD 1.7b
arrow Modern Dental Lab files for IPO
arrow Syngene business better than Biocon?
arrow Regulation does not pose a hurdle for online pharma
arrow Indian Pharma Market June 2015 Update
arrow More banks launching m-wallets
arrow June’15 sees 65 VC/PE deals
arrow Innovation and The lowest BRIC
arrow Indian Pharma Market April 2015 Update
arrow VC/PE sector headed for a big year
arrow LED market to grow at 40% plus
arrow Zydus planning a big acquisition?
arrow Indian Pharma Market March 2015 Update
arrow Zydus group announces big investment in hospitals
arrow Mar’15 sees 57 VC/PE deals aggregating USD735m
arrow Banks commit to funding 60,000MW of renewable energy
arrow Can change in packaging raise sales by 50%?
arrow Adlabs IPO focusses attention on Indian Amusement park business
arrow Indian Pharma Market February 2015 Update
arrow ITC targets Rs 1 trillion turnover from FMCG
arrow 53 VC/PE transactions recorded in Feb’15
arrow India’s chocolate market crosses Rs 100B mark
arrow Indian snack food market growing at 25% CAGR
arrow Haldiram’s combined revenues is Rs 3500 crore!
arrow Auto sales growth muted in January
arrow Jan’15 sees $1.4 billion of venture capital investment
arrow Autopart retail a very profitable business in the US
arrow Indian Pharma – Likely Future Trends
arrow Indian Pharma Market December 2014 Update
arrow Car Care an attractive business
arrow Oil price headed to $20 a barrel?
arrow 3M’s car detailing business now Rs 175 crore annually
arrow BRIC to IC
arrow Deal count up sharply in 2014
arrow India patent data proves critics wrong
arrow Impact of Rouble depreciation on the Indian pharma industry
arrow Spice 20% market share up for graps
arrow Indian Pharma Market November 2014 Update
arrow Shocking practices of Indian pharma
arrow InMobi not quite the investor darling now?
arrow Will India pharma look more closely at US nutra market?
arrow Jubilant Foodworks continues to face adverse demand environment
arrow Brokers hot on agrochem sector
arrow Samsung now India’s second largest consumer company
arrow Flipkart posted Rs 28bn revenue in FY14
arrow Apple revenues up 10x in 4 years in India
arrow Honda Motorcycle catching up with Bajaj Auto in motorcycle market
arrow 100 mid market hotels on sale
arrow Hardcastle plans to more than double outlets in 3-5 years
arrow Flipkart Big Billion Day: Beginning of the end for Flipkart?
arrow NPPA Loses Pricing Power
arrow Another online doctor appointment site gets funded
arrow Online ad market in India to reach Rs 3,575 cr by FY15
arrow Sutlej planning big expansion in home textiles
arrow Biyani claims food park is necessary for food business
arrow The outdated moped still clocks big numbers!
arrow Brick and mortar furniture chains scaling back
arrow Startups creating new categories in processed foods
arrow Pro Kabaddi was a big hit
arrow Market excited by Cipla’s combination inhaler launch
arrow Dental care chain MyDentist raising funds again
arrow Wholesalers take to sourcing from e-commerce sites
arrow Massive housing supply glut in Mumbai
arrow Britannia aims to take leadership from Parle in biscuits
arrow Indian Pharma Market July 2014 Update
arrow Arvind Mills aims to double turnover in 4 years
arrow Logistics Stocks give super returns
arrow Dai Ichi rises 15% today, hits new all time high!
arrow Bullish on Chemical Sector
arrow Godrej Appliances expects to grow 30%
arrow 10th July order of NPPA on price control
arrow DRL is sharply hiking R&D spends
arrow Why did Congress lose so badly? Simple answer – the voter knows
arrow Connexios Deal with Boeringher Ingelheim
arrow Yum! Brands to triple store count
arrow CPVC: A rapidly growing market
arrow Kotak PE set for bumper returns in Indus Biotech
arrow Mobile data usage surging
arrow India’s toothpaste market witnessing strong competitive activity
arrow Dabur still reporting volume growth in teens
arrow Operational costs galloping for Domino’s?
arrow Indian Pharma Market - January 2014 Update
arrow India's per capita footwear consumption is ~2 pairs
arrow TVS is outperforming for a change
arrow Titan reaches 100+ towns now
arrow Slowdown at V-Guard
arrow Indian Pharma Market - December 2013 Update
arrow Cadila set for sharp growth in US markets
arrow We remain bearish on economic scenario
arrow Car sales end negative for 2013
arrow Rural consumer taking to packaged fruit juice
arrow Adhesives market in India
arrow Retailers report worst festive sales in 10 years - Mint
arrow Festive season missing the retail spark this time
arrow 2 wheeler market to grow in single digits henceforth?
arrow Innerwear market continues it hot streak
arrow Has Crisil got its QSR numbers wrong?
arrow Goldman remains hyper bullish on Jubilant Food
arrow Why we think organised tyre retail is a good business
arrow Impact of ceiling price on drugs (270 drugs)
arrow Indian Pharma Market - July Update
arrow MyTVS is the leader in multibrand car servicing
arrow Growth grounds to a halt for Jubilant Foods
arrow Dental demand in India varies strongly with per capita income
arrow Finolex Cables wants to do a Havells
arrow HUL has 3 new Rs 10bn brands
arrow A monkey would have made money in stocks in 2012
arrow Angel Broking puts a Buy on TTK Healthcare
arrow Fabric wash market currently at $2.8bn, a mature market
arrow Distribution emerging as a key factor in FMCG, says report
arrow Life gets tougher for food chains as consumers reduce spends
arrow Growth March of Indian Pharma Market Continues
arrow Deepening consumer gloom
arrow Ikea’s nod a great positive for India
arrow Currently there is potential for 2453 Domino’s outlets, says Goldman Sachs
arrow Institutional brokers highly bullish on Jubilant Foodworks (JFL)
arrow Lavazza looking to exit Barista, says The Economic Times
arrow Café Coffee Day still to get profitability right
arrow Jubilant Foodworks Q2 results, 42% yoy revenue growth
arrow McDonald’s needs to get its act together in India
arrow Government plans a crackdown on pharma firms selling drugs as dietary supplements