Rubicon Deep-Dive
Company Explorer

Company Explorer

Single-company research pages — overview, financials, segment revenue, valuation, return attribution and an auto-generated investment memo.

Reported · sourced (FY25)
What this shows

The directory of every company covered in the terminal — each card is a snapshot of one business.

How to use it

Click any card to open its full research profile (financial charts, valuation, return drivers, peer comparison and an auto-written investment memo). The teal-ringed card is Rubicon, the focus company.

Sun Pharmaceutical Industries

SUNPHARMA · NSE
Diversified

India's largest pharma company, transitioning from generics to a global specialty franchise across dermatology, ophthalmology and onco-derm while retaining a large India and US generics base.

₹4.3L Cr
Mkt Cap
22%
Rev CAGR 5Y
35x
P/E

Divi's Laboratories

DIVISLAB · NSE
API

One of the world's largest API makers with a high-margin custom-synthesis (CDMO) arm serving innovators; benefiting from China+1 and new contrast-media/peptide capex.

₹1.8L Cr
Mkt Cap
10%
Rev CAGR 5Y
68x
P/E

Torrent Pharmaceuticals

TORNTPHARM · NSE
Domestic Formulations

High-margin, brand-led franchise dominated by India chronic therapies (cardiac, CNS, GI) plus Brazil and Germany; consistent M&A integrator (Unichem, Curatio, JB Pharma bid).

₹1.5L Cr
Mkt Cap
25%
Rev CAGR 5Y
68x
P/E

Cipla

CIPLA · NSE
Diversified

Respiratory-led franchise with a strong India brand portfolio, US inhalation/peptide complex generics (gAdvair, gAbraxane) and a meaningful emerging-markets/SAGA presence.

₹1.1L Cr
Mkt Cap
7%
Rev CAGR 5Y
29x
P/E

Zydus Lifesciences

ZYDUSLIFE · NSE
Diversified

Diversified player with a large US generics engine, India branded + consumer wellness (Nutralite, Glucon-D), biosimilars and a novel drug (Saroglitazar) franchise.

₹1.1L Cr
Mkt Cap
12%
Rev CAGR 5Y
20x
P/E

Dr. Reddy's Laboratories

DRREDDY · NSE
Diversified

Vertically integrated generics major with a strong US complex-generics pipeline, growing biosimilars, and an API/services (PSAI) arm. Pursuing nutrition/consumer and GLP-1 opportunities.

₹1.1L Cr
Mkt Cap
4%
Rev CAGR 5Y
25x
P/E

Lupin

LUPIN · NSE
Diversified

Turnaround driven by US complex generics (gSpiriva/Tiotropium, Albuterol) and an India chronic franchise; margin recovery on cost discipline and complex launches.

₹1.0L Cr
Mkt Cap
25%
Rev CAGR 5Y
18x
P/E

Mankind Pharma

MANKIND · NSE
Domestic Formulations

Domestic-focused powerhouse with strong consumer healthcare brands and deep rural/Tier-2-4 distribution; expanding chronic and inorganic (Bharat Serums) into specialty/injectables.

₹98.1K Cr
Mkt Cap
0%
Rev CAGR 5Y
49x
P/E

Aurobindo Pharma

AUROPHARMA · NSE
US Generics

Scale generics manufacturer with deep API backward integration, expanding into injectables, biosimilars, and a large Penicillin-G (PLI) backward-integration project.

₹82.7K Cr
Mkt Cap
8%
Rev CAGR 5Y
23x
P/E

Laurus Labs

LAURUSLABS · NSE
API

Transitioning from an ARV API base to a diversified CDMO/CRDMO platform across small molecules, biologics and crop science, with heavy capex now monetizing.

₹74.2K Cr
Mkt Cap
18%
Rev CAGR 5Y
83x
P/E

Biocon

BIOCON · NSE
Biosimilars

India's biosimilars pioneer with a global commercial biosimilars franchise (post-Viatris acquisition), a generics/API arm, and a majority stake in Syngene.

₹66.6K Cr
Mkt Cap
1%
Rev CAGR 5Y
171x
P/E

Alkem Laboratories

ALKEM · NSE
Domestic Formulations

Leading India acute company (top anti-infective franchise — Clavam, Pan) diversifying into chronic and a profitable US generics business.

₹64.0K Cr
Mkt Cap
11%
Rev CAGR 5Y
26x
P/E

Abbott India

ABBOTINDIA · NSE
Domestic Formulations

Premium MNC branded franchise (Thyronorm, Udiliv, Duphaston, Cremaffin) with category leadership in GI, thyroid and women's health; cash-rich consistent compounder.

₹55.3K Cr
Mkt Cap
10%
Rev CAGR 5Y
36x
P/E

Ajanta Pharma

AJANTPHARM · NSE
Domestic Formulations

High-quality, brand-led franchise across emerging markets and India with strong first-to-market specialty launches; disciplined capital allocation and high return ratios.

₹38.4K Cr
Mkt Cap
19%
Rev CAGR 5Y
36x
P/E

GSK Pharmaceuticals (India)

GLAXO · NSE
Domestic Formulations

MNC pharma with a high-margin India branded portfolio and a fast-growing premium vaccines franchise; asset-light, dividend-rich model.

₹36.8K Cr
Mkt Cap
8%
Rev CAGR 5Y
38x
P/E

J.B. Chemicals & Pharmaceuticals

JBCHEPHARM · NSE
Domestic Formulations

KKR-owned brand-led franchise with top India cardiac/chronic brands, an acquired in-licensed portfolio, and a global contract lozenge manufacturing business.

₹35.1K Cr
Mkt Cap
23%
Rev CAGR 5Y
49x
P/E

Piramal Pharma

PPLPHARMA · NSE
CDMO/CRDMO

Diversified platform: integrated global CDMO (discovery to commercial, ADC capability), complex hospital generics, and an India consumer healthcare brand portfolio.

₹21.9K Cr
Mkt Cap
0%
Rev CAGR 5Y
110x
P/E

Neuland Laboratories

NEULANDLAB · NSE
CDMO/CRDMO

Niche, complex-chemistry specialist with a fast-scaling CMS (CDMO) franchise, including peptides; valued for innovator project pipeline and execution quality.

₹21.7K Cr
Mkt Cap
53%
Rev CAGR 5Y
60x
P/E

Rubicon Research

FOCUS
RUBI · NSE
Complex Generics

Rubicon Research (founded 1999, promoted by General Atlantic) is among the few Indian pharma companies with a near-complete focus on the US / regulated markets. It develops complex/differentiated generics, specialty products and drug-device combinations using proprietary novel-drug-delivery platforms. It IPO'd on the NSE & BSE on 16-Oct-2025 (issue ₹485) and trades around ₹1,257 (Jun-2026), ~2.6× the issue price. FY25 revenue ₹1,284 Cr (3-yr revenue CAGR >80%), with 72 active ANDAs and 9 NDAs approved.

₹21.1K Cr
Mkt Cap
81%
Rev CAGR 5Y
104x
P/E

Pfizer (India)

PFIZER · NSE
Domestic Formulations

MNC branded portfolio (Prevenar, Magnex, Minipress) with a vaccine franchise; high cash generation but slower growth and portfolio-renewal questions.

₹20.7K Cr
Mkt Cap
-4%
Rev CAGR 5Y
27x
P/E

Eris Lifesciences

ERIS · NSE
Domestic Formulations

Pure-play India branded company concentrated in chronic cardio-metabolic therapies; aggressively building derma, nephrology and injectables via acquisitions (Biocon-derma, Swiss Parenterals, Bharat Serums-linked).

₹19.5K Cr
Mkt Cap
14%
Rev CAGR 5Y
31x
P/E

Granules India

GRANULES · NSE
API

Scale, cost-leadership player vertically integrated across API, pellets/granules (PFI) and finished dosages for high-volume molecules; moving into higher-value extended-release and new sites.

₹18.6K Cr
Mkt Cap
19%
Rev CAGR 5Y
31x
P/E

Syngene International

SYNGENE · NSE
CDMO/CRDMO

India's leading integrated research & manufacturing services platform (Biocon group), serving global biopharma from discovery through commercial supply across small molecules & biologics.

₹18.1K Cr
Mkt Cap
-5%
Rev CAGR 5Y
48x
P/E

Caplin Point Laboratories

CAPLIPOINT · NSE
US Generics

Niche, high-return company built on a unique LatAm front-end distribution model now layering on a fast-growing US sterile injectables and ophthalmic franchise.

₹17.8K Cr
Mkt Cap
29%
Rev CAGR 5Y
28x
P/E

Suven Pharmaceuticals (now Cohance Lifesciences)

SUVENPHAR · NSE
CDMO/CRDMO

High-margin innovator-focused CDMO, merged with Cohance Lifesciences under Advent to build a broad small-molecule + ADC + agro CDMO platform (listed entity renamed Cohance).

₹16.5K Cr
Mkt Cap
-2%
Rev CAGR 5Y
83x
P/E

Alembic Pharmaceuticals

APLLTD · NSE
US Generics

Diversified mid-cap with a large US ANDA portfolio across oral solids, derm, ophthalmic and injectables, an India branded business, and API; post heavy-capex margin-recovery phase.

₹14.7K Cr
Mkt Cap
-5%
Rev CAGR 5Y
20x
P/E