GLP-1 & Semaglutide Drug Supply Chain

10 companies Updated 29 Jun 2026

NSE-listed pharmaceutical and device companies investing in GLP-1 receptor agonist manufacturing — from peptide API production to semaglutide pen delivery systems.

Sectors represented: Healthcare

Companies with exposure to glp-1 & semaglutide drug supply chain

BIOCON

Biocon Limited

Healthcare
earnings transcript · 2025

So it's a doubling of capacity that we have just. completed, and we will go through the regulatory approval process to bring that product. to patients. manufacturing drug product twofold. So it's a doubling of capacity that we have just. completed, and we will go through the regulatory approval process to bring that product. to patients.

SHILPAMED

Shilpa Medicare Limited

Healthcare
earnings transcript · 2026

Now, we are waiting. for revert from U.S. FDA. Sanjay Kumar: Okay. Okay. Got it. And second, on you mentioned about a new peptide capacity. and CAPA responses are submitted to U.S. FDA. Now, we are waiting. for revert from U.S. FDA. Sanjay Kumar: Okay. Okay. Got it. And second, on you mentioned about a new peptide capacity. Do you.

ERIS

Eris Lifesciences Limited

Healthcare
investor presentation · 2025

Created a strategic stock of Insulins - consequent. working capital increase of Rs. 73 cr. in Q1 with an. impact on OCF for the quarter. . Bhopal vial manufacturing has been commissioned. after significant delays. . . Initiated supply of Insugen vials from MJ Biopharm's al increase of Rs. 73 cr. in Q1 with an. impact on OCF for the quarter. . Bhopal vial manufacturing has been commissioned.

GLAND

Gland Pharma Limited

Healthcare
earnings transcript · 2026

It would take some time for us to completely utilize 140 million. But this is. what the visibility as of now. Srinivas Sadu:. So as of now capacity is 40 million just to be clear, and then 100 million is getting added this. year. us to completely utilize 140 million. But this is. what the visibility as of now. Srinivas Sadu:.

ONESOURCE

Onesource Specialty Pharma Limited

Healthcare
investor presentation · 2026

Notes: All figures presented in $m have been converted using average exchange rate of USD = ₹89.898 and accordingly the prior period figures have been restated. 1. de fully provided in. FY26 financials. Notes: All figures presented in $m have been converted using average exchange rate of USD = ₹89.898 and accordingly the prior period figures have been restated. 1.

STAR

Strides Pharma Science Limited

Healthcare
investor presentation · 2024

Unique competitive edge with GLP-1 is a significant factor for future success while the biologics. business has also picked up. 33. ▷FromalowbaseinFY20,wehaveaddedseveralnew. customersafterreceivingUSFDAapprovalinFY23(Two. inspectionsincludedinCY2022-PAI,DrugDevice,andGMP). ▷Ourbusinesscontinuestogrowaswepropelourgeographical. marketingeffortsandattractnewpartners.

SHAILY Shaily Engineering Plastics Limited Capital Goods
investor presentation · 2026

So, to begin with, let's talk about the healthcare. So, Amit, I would like to take. what are your customers talking about. anjay bhai. Great set of numbers and certain milestones. in this quarter. So, to begin with, let's talk about the healthcare. So, Amit, I would like to take. what are your customers talking about. So basically, what I'm trying to understand, are your.

DRREDDY Dr. Reddy's Laboratories Limited Healthcare
investor presentation · 2025

Erez Israeli: Yeah, I believe so. You can see that by the fact that Lenalidomide is going down, we are. maintaining reasonably low numbers. or this to. actually show up in numbers?. Erez Israeli: Yeah, I believe so. You can see that by the fact that Lenalidomide is going down, we are. maintaining reasonably low numbers. So, it's absolutely a reflection of those mitigations. Of.

GRANULES Granules India Limited Healthcare
investor presentation · 2026

New technologies; KSM & backward integration. Ascelis Peptides Lab. Peptide R&D at IIT Hyderabad. Senn Chemicals AG. Peptide CDMO R&D, Switzerland. 47. 21. 10. 12. 7. 55. 2. USEU CEPEU ASMFKoreaChinaCanadaBrazilJapan. Global DMF Filings (Total: 109) gration. Ascelis Peptides Lab. Peptide R&D at IIT Hyderabad. Senn Chemicals AG. Peptide CDMO R&D, Switzerland. 47. 21. 10. 12. 7. 55. 2.

WOCKPHARMA Wockhardt Limited Healthcare
investor presentation · 2024

GLP1 Agonists under development. Research and Development. Yeast, mammalian and bacterial platform. Drug substance manufacturing. 4 facilities. Drug product manufacturing. 2 facilities. Patented delivery device. Disposable Pen, Reusable Pen. Business Organization t. Yeast, mammalian and bacterial platform. Drug substance manufacturing. 4 facilities. Drug product manufacturing. 2 facilities.

See all 10 companies

Subscribe to unlock the full theme analysis and API access.

Start free trial
Search filings yourself →