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Cipla shares see profit booking after Eli Lilly deal to market weight-loss drug in IndiaBrokerage firm Nuvama Institutional Equities believes Cipla, with its strong field force and distribution network, could clock FY26/FY27 sales of ₹360-370 crore while gaining a lead in the semaglutide opportunity.By Meghna Sen   October 24, 2025, 10:11:31 AM IST (Published)2 Min ReadShares of Cipla Ltd. are trading over 3% lower on Friday, October 24, after the drugmaker signed an agreement with US pharma major Eli Lilly to sell Lilly's blockbuster weight-loss drug under a new brand in India.

Under the deal, Lilly will manufacture the drug, while Mumbai-headquartered Cipla will market it under the brand name Yurpeak, the companies said on Thursday.

Yurpeak will be available as a once-weekly pre-filled injector pen, similar to Lilly's Mounjaro Kwikpen, allowing healthcare providers to personalise treatment plans for patients.

The drug will come in six dose strengths, 2.5 mg, 5 mg, 7.5 mg, 10 mg, 12.5 mg, and 15 mg, and will be priced the same as Mounjaro.

Lilly launched Mounjaro in India in late March for diabetes and obesity in 2.5 mg and 5 mg vials, and received approval for the Kwikpen device in June. Sales more than doubled within months of its launch.

Tirzepatide, the active ingredient, belongs to the GLP-1 receptor agonist class, which helps control blood sugar and slows digestion, making patients feel fuller for longer.

What's in it for Cipla?

Analysts estimate the Indian GLP-1 market could exceed $1 billion over the next four years, potentially adding 3% to Cipla's domestic revenue and 1.5% to EBITDA within three years.

Major players are expected to launch semaglutide in India after patent expiry in early FY27.

Nuvama Institutional Equities said the GLP-1 segment is highly lucrative, citing strong uptake of Rybelsus and Mounjaro (over ₹1 billion in sales per month in the past two months).

The brokerage believes Cipla, with its strong field force and distribution network, could clock FY26/FY27 sales of ₹360-370 crore while gaining a lead in the semaglutide opportunity.

Nuvama has raised its FY27 EPS estimate by 3% and retained a 'Hold' rating, revising the target price higher to ₹1,725 from ₹1,651 earlier.

Cipla is set to announce its September quarter earnings on October 30, 2025.Continue ReadingNote To ReadersDisclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.Check out our in-depth Market Coverage, Business News & get real-time Stock Market Updates on CNBC-TV18. Also, Watch our channels CNBC-TV18, CNBC Awaaz and CNBC Bajar Live on-the-go!TagsCiplaCipla earningsCipla shares