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Indian Pharma Market August 2015 Update - double digit growth continues

Key Insights for August 2015:

  1. August was another month of double digit growth of 13%, though average growth since April has been 14.1%. In the previous month, anti-Infective and respiratory segments pulled the growth down
  2. Good thing was that the previous month saw an addition of Rs. 955 crore over August-14, which is the 3rd highest monthly incremental value since April-15
  3. The growth drivers for the previous month were - 5.2% on account of volume growth, 4.8% on account of price increase and 3.1% due to new launches
  4. For the running quarter, growth registered has been 13.4%, which is higher than the corresponding quarter last year (11.6%), but lower than the preceding quarter (16.7%)

Major highlights of the month

August Month Highlights:

1.     The domestic pharma market logged Rs. 8281 crore in August 2015

2.     Growth was 13.0%

Corporates:

  1. During previous month, amongst the top 10, Lupin grew by 21.2%, followed by Pfizer at 19.5% & Abbott at 13.7%
  2. Amongst the top 50, 22 corporates had faster growth than the overall market growth. 32 corporates had double digit growth rate
  3. Amongst the top 50 corporates, AstraZeneca had the highest growth at 55.7%, followed by Bharat Serums at 38.9% & MSD at 34.2 %
  4. Amongst the 11-20 ranked corporates, Intas had the highest growth of 31.0%, followed by Glenmark at 28.0% & Torrent at 21.7%
  5. Amongst the 21-30 ranked corporates, MSD had the highest growth at 34.2%, followed by Wockhardt 24.6% & Novartis at 16.0%
  6. Amongst the 31-40 ranked corporates, AstraZeneca had the highest growth at 55.7%, followed by Bharat Serums at 38.9% & JBCPL at 19.3%
  7. Amongst the 41-50 ranked corporates, Allergan had the highest growth at 21.8%, followed by Fourrts at 15.4% & Wallace at 15.0%
  8. Amongst the 51-60 ranked corporates, Boehringer grew at 98.0%, followed by Eli Lilly at 41.7% & Troikaa at 39.2%
  9. Amongst the 61-70 ranked corporates, Fresenius Kabi grew at 39.6%, followed by TTK  by 19.2% and  RPG at 14.8%
  10. Centaur crossed the Rs. 300 crore mark on MAT basis

Companies:

  1. Amongst the top 10, Lupin grew by 21.2% followed by Pfizer at 19.5% & Sun Pharma at 15.0%
  2. 24 companies had faster growth than the market growth
  3. Amongst the 21-30 ranked companies, Wockhardt had the highest growth at 24.6% followed by Novo Nordisk 22.5% & Zuventus at 16.9%

Indian V/S MNCs:

  1. MNC companies have gained growth momentum. In the previous month, growth among MNC companies was 15.1%, while that of Indian companies was 12.4%
  2. Amongst the top 50 in MNCs, AstraZeneca grew at 55.7%,MSD grew by 34.2%, followed by & Allergan at 21.8%
  3. Under the Non-NLEM category Indian companies grew at 13.8% whereas MNCs grew at 16.9%

DPCO, Non DPCO & Non-Scheduled Para 19 Markets:

  1. The DPCO containing molecules market grew at 3.3% whereas the non DPCO market grew by 14.5%  & Non -Sch Para 19 Market at 15.2% resulting in an overall growth of 13.0% for August 2015
  2. NLEM & Non-NLEM category showed unit growth at -2.7% and 2.4% respectively. The Non-Sch. Para 19 Market grew at 13.7% from units perspective

Therapy:

  1. 9 therapies out-grew the overall market growth
  2. Among the good performers were Gastrointestinal market, which grew at 15.3% and Pain & Analgesics market grew at 10.8%
  3. In chronic therapies, Anti-diabetic market grew at 25.6% & Cardiac at 18.7%
  4. Among the laggards were, Respiratory segment, which grew by just 2.7%, and Anti-infectives which grew at 2.2%
  5. Derma market grew by 19.0% & Urology Market at 18.5%

Regional Dynamics:

  1. From regional perspective 13 regions did better than the overall market growth
  2. Tamil Nadu grew fastest at 26.2%, followed by Mumbai at 23.4% & Odisha Market at 22.7%
  3. 2 regions had negative growth in August 2015

Molecules:

  1. Amoxycillin + Clavulanic Acid Market grew at -1.0% whereas Glimepiride + Metformin grew at 15.8% at No 2 position
  2. The Paracetamol segment grew at 8.4%, Atorvastatin at 10.3%, Probiotic Microbes at 32.4%, Cefixime -7.2%, Pantoprazole 15.1%, Montelukast + Levocetrizine at 9.5%, Glimepiride + Metformin + Pioglitazone at 21.1%, Vitamin-D at 36.8%, Hydroquinone + Mometasone + Tretinoin at 12.3%, Voglibose + Metformin + Glimepiride at 51.9%, Rosuvastatin at 27.7%, Protein Supplements at 10.5%, Azithromycin at -9.8%, Calcium Carbonate + Vit D3 market at 27.6%

Brands:

  1. Mixtard leads the pack with Rs. 39 crore, followed by Corex, Monocef & Augmentin at Rs 27 crore each for the previous month
  2. Corex grew at 46.1% followed by Mixtard at 21.0% amongst top 5 Brands
  3. Few Brands who have gained ranks include Chymoral Forte (+148), Trajenta (+65), Vertin (+58), Magnex (+48), Omez (+43), Huminsulin (+41), Betnovate C (+39), Janumet (+37), Betnesol (+29), Panderm Plus, Rosuvas (+28), Jalra (+24), Ultracet (+23), Jalra M (+20), Januvia, Istamet (+19), Betnovate N, Rantac (+17), Pantop, Tonact (+16), Shelcal, Telma (+15), Zoryl M (+14), Galvus Met, Pan, Levipil, Aztor, Galvus (+12), Pan D, Telma H, Dolo (+11), Corex, Pantocid D SR (+10) amongst top 100 Brands over August -14
  4. Few Brands that have moved up ranks fastest into Top 300 Brands for the previous month are Biovac V, Brilinta, Oframax, Vaxigrip, Omnacortil, Bevon amongst others
  5. 300th Biggest Brand is Nexpro from Torrent.          

New Launches:

  1. Total 229 Brands & 368 SKUs were launched in August
  2. Top New Brands were are Aztolet, Qilib, New Asthalin
  3. Biggest new launches by an MNC are Qilib, Metosan, Pentashield  in August
 
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