艾昆纬-印度制药业务季度洞察——2025年第二季度（英）

© 2025. All rights reserved. IQVIA® is a registered trademark of IQVIA Inc. in the United States, the European Union, and various other countries. Indian Pharmaceutical Business Quarterly Insights – Q2 2025(Apr-Jun)Report Release Date: August 2025Dataset: TSA June 20252DisclaimerIQVIA is not an “authorised person” for the purposes of the Financial Services and Markets Act 2000 (“FSMA”) and does not provide investment advice or carry on any other regulated activity under Part II of the FSMA 2000 (Regulated Activities) Order 2001The 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. No warranty is made as to the completeness or accuracy of such third party sources or dataThis report, in part or in whole, is not intended to constitute investment advice, and is not a recommendation to purchase or not purchase, an endorsement of, or an opinion as to the value of, any security or any investment instrument of any entityAs with any attempt to estimate future events, the forecasts, projections, conclusions, and other information included herein are subject to certain risks and uncertainties, and are not to be considered guarantees of any particular outcomeThis report shall not be published, nor shall any public references to IQVIA be made regarding these services or this report, without IQVIA’ prior written approval.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 its entirety, including this complete Disclaimer pageThis report is subject to the IQVIA General Terms and Conditions.3AGENDA21Q2 2025 Performance analysisH1 2025 Key highlights4AGENDA21Q2 2025 Performance analysisH1 2025 Key highlights5Higher single digit growth for the quarter led by Chronic segment and MNCs growing higher than Indian Co.Qtr. Apr- Jun 2024 vs. Qtr. Apr- Jun 2025 growthSource: TSA MAT June 2025 datasetQ1 24Q2 24Q3 24Q4 24Q1 25Q2 255356605957613%7%IPM•Q2 Mkt Size : 61K INR Cr•Q2 25 : 9% over Q2 24•Q2 25 : 7% over Q1 25 Market Size & Gr Indian/MNCs•Indian Co: 8% ; MNCs : 9% over Q2 24•Indian Co MS: 83% ; MNCs MS: 17%•Among Indian Co:Sun, Intas,Torrent,DRL,Glenmark grew in double digit•Among MNCs:P&G, Janssen, Merck, Nutricia, Mylan grew in double digit Companies’ Performance •Chronic segment reflected better growth of 10% than Acute Segment growth of 7% Segment Analysis Top Therapies•Cardiac and CNS reflected double digit growth of 11% and 10% respectively•GI, AI, Antidiabetic, VMN, Pain, Respi reflected single digit growthMajor driversChronic / Acute•Antidiabetics, VMN, Cardiac, GI, Derma, Pain, Respi, CNS saw maximum number of new launchesProduct launchesNew launchesValue in ‘000 INR Cr9%Gr* mentioned is Apr-Jun’25 quarter growth over Apr-Jun’24 quarter© 2025. All rights reserved. IQVIA® is a registered trademark of IQVIA Inc