Listed Indian Plays Across the Peptide Value Chain:
🔸 Divi’s Laboratories – Integrated play across protected amino acids, peptide fragments and peptide APIs, with SPPS/LPPS capabilities and exposure to GLP-1-related opportunities.
🔸 Neuland Laboratories – Building a dedicated commercial peptide CDMO platform with SPPS, LPPS, purification and lyophilisation capabilities.
🔸 Laurus Labs – Expanding into commercial peptide synthesis, purification and isolation as part of its growing CDMO business.
🔸 Piramal Pharma – Has an established synthetic peptide API manufacturing platform, including commercial-scale SPPS and solution-phase chemistry.
🔸 Sai Life Sciences – Developing dedicated peptide R&D and GMP manufacturing capacity across SPPS and LPPS, currently an emerging play.
🔸 Biocon – Has peptide API exposure through molecules such as Liraglutide, Semaglutide and Tirzepatide.
🔸 Shilpa Medicare – Building dedicated peptide manufacturing capabilities with exposure to Semaglutide and other complex peptide APIs.
🔸 Blue Jet Healthcare – An upstream beneficiary supplying protected amino acids, derivatives and peptide fragments used in peptide drugs.
🔸 Granules India – Entered the peptide/CDMO segment through Senn Chemicals, giving it exposure to specialised peptide development and manufacturing.
🔸 Syngene International – Primarily exposed to peptide discovery, development and early-stage research services, rather than large commercial peptide manufacturing today.
🔸 OneSource Specialty Pharma – A downstream GLP-1 beneficiary through sterile cartridge filling, drug-device combinations and pen assembly, rather than peptide API manufacturing.
🔸 Gland Pharma – Potential downstream beneficiary through injectable fill-finish and cartridge manufacturing for peptide and GLP-1 therapies.
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