Synopsis: A USD 95 billion weight reduction revolution is reshaping the worldwide healthcare panorama, and India is rising as one in every of its fastest-growing frontiers. As GLP-1 medicine race towards mass adoption and patent expiries open the door for generics, some Indian firms are quietly making ready for a giant alternative.
The worldwide marketplace for GLP-1-based weight reduction medicine is about for explosive development, anticipated to rise from USD 13.84 billion in 2024 to USD 48.84 billion by 2030, reflecting a CAGR of 18.5 %, in keeping with Grand View Analysis.
Goldman Sachs additionally tasks the anti-obesity drug market might attain as excessive as USD 95 billion by 2030, making it one of many quickest rising healthcare segments globally.
India’s development trajectory is even steeper. The home GLP-1 receptor agonist market, valued at USD 110.55 million in 2024, is predicted to develop at a CAGR of 34.3 % between 2025 and 2030, practically double the worldwide tempo.
The surge is being pushed by the rising incidence of diabetes and weight problems, rising R&D, upcoming patent expiries, and the anticipated entry of generics. The Worldwide Diabetes Federation’s 2024 report estimates that round 9 million Indian adults are liable to diabetes right now, a determine projected to achieve 185 million by 2050. Under are 4 Indian firms that would profit from this increasing GLP-1 alternative.
Integrated in 1980 and based mostly in Gujarat, Shaily Engineering Plastics Ltd (SEPL) manufactures high-precision injection-moulded plastic elements and sub-assemblies for OEMs throughout sectors reminiscent of prescription drugs, FMCG, auto elements, and electronics. The corporate additionally undertakes vacuum metallising, scorching stamping, and ultrasonic welding. Its shares commerce at Rs. 2,624.90, with a market capitalisation of Rs. 12,062.75 crore.
Shaily provides plastic elements for pre-filled injection pens utilized in semaglutide supply. In keeping with its FY25 annual report, Dr. Reddy’s Laboratories is amongst its key pharma purchasers. The healthcare division’s income share doubled to 31 % in Q1FY26, aided by demand for semaglutide pens.
To fulfill this, the agency added 19 new injection moulding machines and a brand new meeting line, elevating capability by 25 million pens yearly. One other 25-million-pen line is being added for a special semaglutide variant, with whole FY26 capex of Rs. 125 crore, anticipated to conclude by early subsequent yr.
Based in 2007, Eris Lifesciences Ltd is one in every of India’s fastest-growing pharma firms, with annual branded formulations income exceeding Rs. 3,000 crore. The corporate has a presence throughout diabetes, cardiovascular, dermatology, neurology, and different therapeutic areas. It operates six manufacturing vegetation producing oral solids, injectables, softgels, and biologics. Eris trades at Rs. 1,550.10, with a market cap of Rs. 21,114.46 crore.
Semaglutide, the important thing ingredient in Novo Nordisk’s Wegovy and Ozempic, will lose patent safety in India by March 2026. Managing Director Amit Vaidyanathan stated, “We’re gearing as much as be among the many first to enter the market put up lack of exclusivity.”
He expects the GLP-1 market to achieve 10 million models within the first yr, with Eris securing a robust share. The corporate, which launched liraglutide final yr, has an built-in diabetes portfolio masking orals, insulin, and GLP-1 provides it a aggressive edge. Vaidyanathan added that Eris has persistently ranked among the many high 5 gamers in all diabetes medicine going off-patent, reinforcing confidence in its GLP-1 entry.
OneSource Specialty Pharma Ltd (BSE: 544292, NSE: ONESOURCE) is a specialty CDMO specializing in advanced merchandise reminiscent of biologics, drug-device combos, sterile injectables, and oral softgels. The corporate’s shares commerce at Rs. 1,735.35, valuing it at Rs. 19,874.13 crore.
In FY25, OneSource secured 15 new orders linked to weight problems and diabetes medicine and expects extra forward. CEO Neeraj Sharma stated, “Our development over the subsequent few years will probably be pushed by industrial launches of GLP-1s by our international prospects in markets opening put up patent expiry in 2026.”
The corporate is investing about USD 100 million to develop drug-device manufacturing capability and expects its order guide to develop at a 30 % CAGR via FY28. With the worldwide weight problems market estimated to develop by the early 2030s, OneSource is well-positioned to learn from rising demand for GLP-1-related merchandise.
Alembic Prescription drugs Ltd, established in 1907, is one in every of India’s oldest pharmaceutical firms and a pacesetter in branded generics. The corporate develops, manufactures, and markets a broad vary of merchandise globally, with amenities authorized by the USFDA and different regulators. The inventory trades at Rs. 902.80, with a market cap of Rs. 17,745.72 crore.
Alembic is actively growing peptide-based medicine, together with GLP-1 therapies. The corporate famous it was “late for the primary peptide, semaglutide, for the US market” however is concentrating on Remainder of World markets.
Administration added that it’s pursuing “tirzepatide (Mounjaro) and follow-on GLP-1s,” together with different peptide-based advanced injectables beneath growth. This means Alembic’s strategic deal with increasing its peptide and injectable pipeline within the coming years.
-Manan Gangwar
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