Sigachi Industries Eyes ₹250 Cr Revenue with 3-Drug Cystic Fibrosis API Breakthrough

Synopsis: Sigachi Industries is in focus after achieving a key R&D milestone in Cystic Fibrosis APIs, targeting Rs. 250 crore annual revenue from Q4 FY27, strengthening its move into complex, high-value speciality pharmaceuticals.

This company is one of the largest manufacturers of cellulose-based excipients. The company manufactures MCC in 60 distinct grades, ranging from 15 microns to 250 micron is now in the focus after achieving a significant R&D milestone with the successful advancement of a new Cystic Fibrosis (CF) Active Pharmaceutical Ingredients (API). 

With a market capitalisation of Rs. 913 cr, the shares of Sigachi Industries Ltd are currently trading at Rs. 23.90 per share, down by 1.4% from its previous close of Rs. 24.23 per share. The stock has seen a sharp decline, posting a 53% loss over the past year, falling 41% in the last six months, and dropping a further 30% in the past month.

News

Sigachi Industries Limited has achieved a significant research and development milestone with the successful advancement of a new Cystic Fibrosis (CF) Active Pharmaceutical Ingredients (APIs) combination comprising Vanzacaftor, Tezacaftor, and Deutivacaftor. This development marks a key step in the company’s strategy to expand its presence in complex, high-value speciality APIs, catering to the growing global demand for advanced therapies in rare and chronic diseases. 

The global cystic fibrosis therapeutics market is estimated to exceed USD 10 billion, supported by strong adoption of next-generation treatments and long-term therapy requirements, positioning Sigachi in a structurally strong and innovation-driven segment.

Based on internal assessments, Sigachi is exploring strategic collaborations with formulation innovators for R&D and future commercial supply of these APIs. Subject to successful partnerships and market progression, the company estimates an annual revenue potential of approximately Rs. 250 crore starting from Q4 FY2026–27, making this portfolio a meaningful growth driver. 

The CF API combination involves advanced chemistry and multi-step synthesis, creating high barriers to entry and reinforcing Sigachi’s capabilities in complex API manufacturing. Further enhancing long-term visibility, innovator patent protection for 

Patent for vanzacaftor extends until 2039, providing sustained commercial opportunity and revenue stability aligned with the company’s long-term growth strategy.

Sigachi Industries Limited is a global player in the pharmaceutical industry dedicated to pioneering advancements in Active Pharmaceutical Ingredients (APIs), Intermediates, Excipients, vitamin-mineral blends, and Operations and Management (O&M) services. The company’s diverse product portfolio is manufactured in 5 multilocational facilities, viz. Telangana, Gujarat, and Karnataka.

The company reports a ROCE of 15.5% and ROE of 13.5%, reflecting healthy operational and shareholder returns. Valuations remain attractive with a P/E of 15.0, significantly lower than the industry average of 29.3, while a low debt-to-equity ratio of 0.29 and a PEG ratio of 0.74 indicate balanced leverage and reasonable growth pricing.

Disclaimer: The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in are their own, and not that of the website or its management. Investing in equities poses a risk of financial losses. Investors must therefore exercise due caution while investing or trading in stocks. Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article. Please consult your investment advisor before investing.

The post Sigachi Industries Eyes ₹250 Cr Revenue with 3-Drug Cystic Fibrosis API Breakthrough appeared first on Trade Brains.