Pharma Company and PolyPeptide Announce Strategic Alliance to Scale Global Peptide Supply Chain

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Pharma Company and PolyPeptide Announce Strategic Alliance to Scale Global Peptide Supply Chain

The stock is up by 19.33 per cent from its 52-week low and has given multibagger returns of 185 per cent in 3 years.

Lupin Manufacturing Solutions (LMS), a subsidiary of global pharma major Lupin Limited, and PolyPeptide Group AG (SIX: PPGN), a specialised global Contract Development and Manufacturing Organisation (CDMO) for peptide-based active pharmaceutical ingredients (APIs), have announced a long-term strategic alliance. This collaboration is designed to significantly enhance the global peptide supply chain by improving resilience and operational efficiency. The partnership is strategically aimed at accelerating readiness for the rapidly expanding global peptides market, particularly focusing on next-generation peptide therapeutics, including those used for metabolic diseases. The key objectives of this alliance include expanding sourcing options, integrating procurement and supply planning, and ensuring unwavering quality and reliability to meet the surging global demand for peptide APIs, thereby supporting the long-term strategic growth of both organisations.

The alliance is set to strengthen the market positions of both companies: LMS is enhanced as a leading CDMO supplier of peptide materials for both innovator and generic markets, leveraging its legacy of scientific rigour and expertise in complex chemistry and advanced modalities like peptides. PolyPeptide, with its deep specialisation in peptide- and oligonucleotide-based APIs and a global network of six GMP-certified facilities, reinforces its standing as a trusted CDMO partner. By combining their strengths—LMS's comprehensive manufacturing solutions and PolyPeptide’s specialised focus and significant exposure to therapies for metabolic diseases like GLP-1—the partnership creates a more robust ecosystem capable of delivering superior, high-quality services globally and accelerating the path to market for transformative therapies.

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About the Company

Lupin Limited is a major innovation-led transnational pharmaceutical company headquartered in Mumbai, with a global footprint spanning over 100 markets, including the U.S., India, South Africa, and regions across APAC, LATAM, Europe, and the Middle East. The company is actively engaged in developing and commercialising a diverse portfolio of branded and generic formulations, biotechnology products, and Active Pharmaceutical Ingredients (APIs). Lupin has established a significant presence in several key therapeutic areas, such as Cardiovascular, Diabetology, Asthma, Pediatrics, and the Central Nervous System, and holds a global leadership position in the Anti-TB and Cephalosporins segments. In India, Lupin connects with patients and healthcare providers through various brands and subsidiaries, including Lupin Life, Lupin Diagnostics, and Life Atharv Ability.

The company has a market cap of over Rs 90,000 crore with a PE of  22x, an ROE of 21 per cent and an ROCE of 21 per cent. The company has delivered good profit growth of 55 per cent CAGR over the last 5 years and has been maintaining a healthy dividend payout of 26 per cent. The stock is up by 19.33 per cent from its 52-week low and has given multibagger returns of 185 per cent in 3 years.

Disclaimer: The article is for informational purposes only and not investment advice.