Ajanta Pharma makes branded and generic specialty formulations, mainly ophthalmic, dermatology and cardiology products sold in India and a growing set of emerging markets, along with its US generics business. The company's edge is a long record of filing and launching niche, hard-to-formulate products that larger competitors skip, which supports a 77.2% gross margin and a 25.2% operating margin. Revenue growth of 24.8% is strong for a company of this size, and the forward P/E of 28.1 against a trailing 36.0 implies the market expects earnings to keep compounding. The main thing to test is whether that growth is durable across the US and emerging-market businesses, or whether it leans on a few launches and currency tailwinds, since the stock is not in any major index and so has less passive demand to lean on.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:53 CEST | ACCE price target | ₹3030 | first publication | ₹3271 |
Answered from Ajanta Pharma Limited fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| AJANTPHARM.NS Ajanta Pharma Limited | ₹3283.90 | - | - | 36.2x | - | 96 | 74 |
| IPCALAB.NS Ipca Laboratories Limited | ₹1903.50 | - | - | 36.9x | - | 91 | 78 |
| 4506.T Sumitomo Pharma Co., Ltd. | ¥1904.00 | - | - | 7.6x | 38.5% | 84 | 73 |
| ABBOTINDIA.NS Abbott India Limited | ₹25360.00 | - | - | 32.9x | - | 95 | 54 |
| ALKEM.NS Alkem Laboratories Limited | ₹5013.50 | - | - | 27.4x | - | 91 | 53 |
| GLENMARK.NS Glenmark Pharmaceuticals Limited | ₹2198.50 | - | - | 34.5x | - | 87 | 69 |
| 4151.T Kyowa Kirin Co., Ltd. | ¥2413.50 | - | - | 15.5x | 9.3% | 68 | 70 |
Where AJANTPHARM.NS ranks against its sector peers on each metric.