BIOCON IN EQUITY
loading…—
Day range—
52-week range—
Market cap—
P/E · TTM—
As of—
| CUSTOMER | BASIS | EST ₹CR | RANGE | % REV | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| MANKINDMankind Pharma Ltd. | UNSTATED | — | — | — | R&D | FY26 | EST | 75% |
| “It has also secured an exclusive distribution agreement to sell Symbicort, one of the most advanced inhalers for asthma in-licensed from AstraZeneca in India, …” AR DOC | ||||||||
| Office | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “(i) build platforms that can be leveraged to develop, manufacture and supply high quality medicines with economies of scale, (ii) establish the Office of AI (A…” AR DOC | ||||||||
| Parties | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “Particulars of Contracts or Arrangements made with Related Parties There were no materially significant related party transactions entered between the company,…” AR · +1 DOC | ||||||||
| China. | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “Commercial supplies of the product to China commenced during the year.” AR · +1 DOC | ||||||||
| Others | UNSTATED | — | — | — | R&D | FY26 | EST | 75% |
| “Revenue from operations Year ended March 31, 2025 Year ended March 31, 2024 Sale of products Finished goods 18,224 17,109 Traded goods - 15 Sale of services 10…” AR · +1 DOC | ||||||||
| SYNGENESyngene International Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “ During the year, the Company has sold 8,000,000 equity shares of Syngene International limited in the open market.” AR · +1 DOC | ||||||||
| ERISEris Lifesciences Ltd. | UNSTATED | — | — | — | R&D | FY25 | EST | 75% |
| “Revenue from operations Year ended March 31, 2025 Year ended March 31, 2024 Sale of products* 115,378 105,880 Sale of services Contract research and manufactur…” AR DOC | ||||||||
| GLANDGland Pharma Ltd. | UNSTATED | — | — | — | — | FY25 | EST | 75% |
| “She serves as an Independent Director on the boards of Holcim SA, Gland Pharma Limited, Nayara Energy Limited and UPL Limited..” AR DOC | ||||||||
| SYNGENESyngene International Ltd. | UNSTATED | — | — | — | R&D | FY26 | EST | 70% |
| “Syngene International Limited (Contract Research, Development & Manufacturing Organization - CRDMO): Syngene delivers integrated, end-to-end research and manuf…” AR · +1 DOC | ||||||||
| Financial Year | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “All the contracts/ arrangements/ transactions entered by the Company with the related parties during the Financial Year 2024-25 were in the ordinary course of …” AR · +1 DOC | ||||||||
| Securities and Exchange Board of India | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “e. The Securities and Exchange Board of India (Registrars to an Issue and Share Transfer Agents) Regulations, 1993 regarding the Companies Act and dealing with…” AR · +1 DOC | ||||||||
| Securities and Exchange Board of India | UNSTATED | — | — | — | COGS | FY26 | EST | 70% |
| “h. Hazardous Substances (Classification packaging and labelling) Rules 2011 i. The Explosives Act, 1983 j. Manufacture, Storage, and Import of Hazardous Chemic…” AR · +1 DOC | ||||||||
| United States | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “The earlier acquisition of the oral solid dosage facility in the United States represents a significant step toward ensuring uninterrupted supply to customers …” AR · +1 DOC | ||||||||
| Others | UNSTATED | — | — | — | COGS | FY26 | EST | 70% |
| “The currency profile of financial assets and financial liabilities as at March 31, 2025 and March 31, 2024 are as below: March 31, 2025 USD EUR Others Total Fi…” AR · +1 DOC | ||||||||
| KFINTECHKfin Technologies Ltd. | UNSTATED | — | — | — | CAPEX | FY26 | EST | 70% |
| “Members holding shares in Electronic (demat) form or in physical mode are requested to quote their DP ID & Client ID or Folio details, respectively, in all cor…” AR · +1 DOC | ||||||||
| SYNGENESyngene International Ltd. | UNSTATED | — | — | — | COGS | FY25 | EST | 70% |
| “ Received Voluntary Action Indicated (VAI) status from U.S. FDA for manufacturing facilities in India and Malaysia, enabling new product approvals in the U.S.…” AR DOC | ||||||||
| Karnataka | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “Job creation in smaller towns – Disclose wages paid to persons employed (including employees or workers employed on a permanent or non-permanent / on contract …” AR DOC | ||||||||
| UPLUPL Ltd. | UNSTATED | — | — | — | — | FY25 | EST | 65% |
| “She serves as an Independent Director on the boards of Holcim SA, Gland Pharma Limited, Nayara Energy Limited and UPL Limited..” AR DOC | ||||||||
| SUPPLIER | BASIS | EST ₹CR | RANGE | % COST | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| GMRAIRPORTGMR Airports Ltd. | UNSTATED | — | — | — | — | FY25 | EST | 75% |
| “The firm serves prominent listed entities as Secretarial Auditors including Wipro Limited, GMR Power and Urban Infra Limited, Biocon Limited etc.” AR DOC | ||||||||
| China. | UNSTATED | — | — | — | — | FY25 | EST | 75% |
| “External Manufacturing: India (3 sites), U.S. (3 sites), Poland (2 sites), Japan, Wales (UK), China In-house Manufacturing: Bengaluru, Malaysia External Manufa…” AR · +1 DOC | ||||||||
| Renewable Energy | UNSTATED | — | — | — | — | FY25 | EST | 75% |
| “65Integrated Annual Report FY 2025 Grid Electricity Consumption Category Unit FY 23 FY 24 FY 25 BL BBL BL BBL BL BBL Grid power – Non Renewable MWh 44,000 90,2…” AR DOC | ||||||||
| UPLUPL Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “She serves as an Independent Director on the boards of Nayara Energy Limited, Gland Pharma Limited, and Biocon Limited, and as a Non-Executive Director on the …” AR DOC | ||||||||
| ONESOURCEOnesource Specialty Pharma Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “Prior to joining OneSource, Preeti served as Interim CHRO and Head of People & Organisation Effectiveness at Biocon Biologics.” AR DOC | ||||||||
| SYNGENESyngene International Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “The Company invested around USD 50 Mn in Syngene USA Inc. (SUSA), a wholly owned subsidiary of the Company to finance the cost of acquisition of biologics faci…” AR DOC | ||||||||
| UTIAMCUTI Asset Management Company Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “Mr. Dhawan currently serves as President of The Indus Entrepreneurs (TiE) - Delhi-NCR Chapter and as an Independent Director on the Board of Biocon Limited.” AR p.23 · 31-MAR-26 DOC | ||||||||
| Australia | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “In FY26, we strengthened supplier governance through increased standardization and digital enablement, Advanced markets Ustekinumab Spain, Portugal, France, Hu…” AR DOC | ||||||||
| United States | UNSTATED | — | — | — | COGS | FY26 | EST | 70% |
| “We are also a key global supplier of fermentation-based APIs, including statins and immunosuppressants, and are among a limited number of Indian companies with…” AR DOC | ||||||||
| Others | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Details on assessment of value chain partners: Biocon Limited % of value chain partners (by value of business done with such partners) that were assessed Child…” AR · +1 DOC | ||||||||
| China. | UNSTATED | — | — | — | COGS | FY25 | EST | 70% |
| “Supply chain disruptions, rising costs, and shrinking margins Develop alternative vendors or increase in- house production Decrease reliance on China for k…” AR DOC | ||||||||
| Renewable Energy | UNSTATED | — | — | — | CAPEX | FY25 | EST | 70% |
| “We are taking a systematic approach to reduce our environmental impact through the following initiatives: Investing in energy-efficient equipment and sustain…” AR DOC | ||||||||
| Karnataka | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “Hazardous Waste: Hazardous waste is disposed off only through vendors authorized by the Karnataka State Pollution Control Board (KSPCB), in compliance with reg…” AR DOC | ||||||||
| SYNGENESyngene International Ltd. | UNSTATED | — | — | — | R&D | FY26 | EST | 70% |
| “Over more than 25 years, this partnership has evolved into a deep and highly integrated engagement, with the Biocon Bristol Myers Squibb Research & Development…” AR · +1 DOC | ||||||||
| SOBHASobha Ltd. | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “Corporate clients include the Lulu Group, Biocon, Dell, Bosch, Syngene, Taj Hotels, HCL, Wipro, Infosys, ITC Hotels, Huawei Technologies, Manipal Group, GAR Co…” AR DOC | ||||||||
| SOURCE | READ | % | LAST READ |
|---|---|---|---|
| ANNUAL | 2/2 | 100% | 15-OCT-26 |
| CONCALL | 4/4 | 100% | 15-OCT-26 |
| RATINGS | 0/6 | 0% | — |
| SCREENER | 1/1 | 100% | 08-NOV-26 |
| SIGNAL | VALUE | AS OF | INPUTS |
|---|---|---|---|
| CUST MOM 1M | +10.1% | 14-NOV-26 | from 15-OCT-26 · UPL Ltd. +3.4% w 0 · Gland Pharma Ltd. +8.7% w 0 · Eris Lifesciences Ltd. +13.8% w 0 · Syngene International Ltd. +15.6% w 0 · Kfin Technologies Ltd. +6.4% w 0 · Mankind Pharma Ltd. +12.5% w 0 |
| DISTRESS SCORE | 0.484 | 13-OCT-26 | roe 0.01 · operatingMargin 0.21 · debtToEquity 0.45 · interestCoverage 1.45 · assetTurnover 0.27 · leverage 1.86 |
| SUPP MOM 1M | +7.3% | 14-NOV-26 | from 15-OCT-26 · GMR Airports Ltd. +9.4% w 0 · UPL Ltd. +3.4% w 0 · Onesource Specialty Pharma Ltd. +12.3% w 0 · Syngene International Ltd. +15.6% w 0 · Sobha Ltd. +6.8% w 0 · UTI Asset Management Company Ltd. -3.7% w 0 |