Sun Pharmaceutical Industries Limited — Investor Meet, 29-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Sun Pharma posted strong Q4 FY26 sales of INR 14,559.8 Cr (+13.6% YoY) and full-year sales of INR 58,200 Cr (+11.9%). Innovative Medicine sales surged 20.1%, driven by Ilumya, Odomzo, Cequa, and Winlevi. India sales grew 14.8% to INR 4,835.9 Cr, with market share hitting 8.4%. US generics declined due to competition and compliance issues. The Organon acquisition, expected Q4 FY27, adds biosimilar and women's health, complementing existing innovative areas. Management anticipates high single-digit top-line growth for FY27, with R&D spend 6-7%. The firm is actively investing in new launches like UNLOXCYT and LEQSELVI. The outlook on continued growth is positive.