Pharma stock jumps 4% after announcing plans to acquiring 66% stake in Nivian Lifesciences

Synopsis: Beta Drugs jumped sharply after announcing plans to acquire a 66.09% stake in Nivian Lifesciences, an IVF-focused company, for Rs 69.4 crore, marking its entry into the women’s health and fertility drug segment for the first time.

The shares of this company, engaged in the manufacturing of a wide range of oncology (anti-cancer) drugs in India, having its operations in the domestic and export markets, are in focus after the company made an announcement for a key acquisition, which we will discuss in this article. 

As of Q2 FY26, Ashish Kacholia holds a 5.78 percent stake in the business. His stake remains unchanged in the company since FY23. However, he increased his stake from 5.72 percent in march 2023 to 5.78 percent.

With a market capitalisation of Rs 1,565 crore, the shares of Beta Drugs Ltd reached a day’s high of Rs 1,653.10 per share, up over 4 percent from its previous day’s closing price of Rs 1,585 per share. Over the past five years, the stock has delivered a multibagger return of 1,215 percent, outperforming NIFTY 50’s return of 77 percent.

About the acquisition 

Beta Drugs Ltd, through a stock exchange filing, announced that it has signed a definitive agreement to acquire a 66.09 percent controlling stake in Nivian Lifesciences Pvt. Ltd. from several existing shareholders. The transaction is valued at Rs 69.4 crore, giving Nivian an overall valuation of about Rs 105 crore.

Nivian is a company that specialises in branded formulations for IVF therapy medicines in India and is one of the fastest-growing companies in this industry. The company is relatively new, established in 2019 by Nilesh Auti, who has over ten years of IVF experience from leading pharma firms like Bharat Serums and Vaccines. Despite its short history, Nivian has quickly established a strong niche in the IVF space, with growth numbers to match. Net sales reached Rs 30.3 crore in the nine months ending December 2025, and FY26 sales are projected at approximately Rs 43 crore.

Beta Drugs described the deal as a strategic move into women’s health and fertility treatments. The company sees this as a step towards leadership in IVF pharmaceuticals. The company cites that Nivian brings expertise in developing, marketing, and distributing IVF products, while Beta Drugs contributes manufacturing capabilities, robust supplier relationships, and cost efficiency. 

As part of this agreement, Nilesh Auti (founder) will remain at the centre, continuing to oversee marketing and operations, retaining his stake, and supporting Nivian’s next growth phase.

Financial and other highlights

The company’s revenue for H1 FY26 came in at Rs 203.6 crore, up by 13 percent from Rs 180.3 crore in H1 FY25. Additionally, on a sequential basis, revenue grew by 12 percent from Rs 182 crore in H2 FY25. 

Coming to its profitability, the company reported a minor net profit decline of 2 percent to  Rs 23.9 crore in H1 FY26 as compared to Rs 24.4 crore in H1 FY25. However, on a QoQ basis, it recorded a sharp growth of 33 percent from Rs 17.9 crore.

The company derived Rs 69.4 crore of sales from its domestic business (own brand sales) in H1 FY26, which grew from Rs 57.5 crore in H1 FY25, a growth of 21 percent. Additionally, the company increased its domestic business contribution from 32 percent in H1 FY25 to 34 percent of revenue in H1 FY26.

Also, the company reported a 10 percent growth in its international business, which grew to Rs 43.2 crore in H1 FY26 from Rs 39.7 crore in H1 FY25. In its international business, it reported that 48 percent of its sales came from the APAC region (Asia-Pacific) alone, followed by 25 percent from LATAM (Latin America), 23 percent from Africa, and 4 percent from MENA (Middle East and North Africa).

Beta Drugs Ltd is one of India’s leading manufacturers of oncology drugs. The company’s team specialises in complex chemical synthesis, producing both anti-cancer bulk drugs and finished formulations. Under the leadership of Rahul Batra as Managing Director and Varun Batra as Joint Managing Director, Beta Drugs now supplies products to over 50 major pharmaceutical companies throughout India. 

They have established strong relationships with both corporate and government institutions, and their global presence is evident; they export to more than 46 countries. Their main driving force is a deep commitment to research, development, and advancing innovation in cancer care.

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