Divi’s Laboratories Eyes ₹1,200 Cr Opportunity as Patent Clarity Emerges on Entresto

gained investor attention after the resolution of a key patent dispute between Novartis and MSN over Entresto, a blockbuster $6 billion heart failure drug. With Divi’s being a strategic API supplier for Entresto, this development brings earnings visibility into focus. In FY25, Divi’s reportedly generated ₹1,200 crore from Entresto API sales. Now, if MSN introduces a generic version in July 2025 as permitted, Divi’s may see API revenues moderate to ₹700 crore in FY26. However, if the generic launch is delayed, owing to another patent expiring only by November 2026 and exclusivity until May 2027—Divi’s stands to retain higher share, potentially earning ₹1,000–₹1,200 crore next fiscal. While the settlement terms are not public, the legal clarity reduces uncertainty and positions Divi’s as a key beneficiary of the Entresto opportunity, supporting its premium valuation and reinforcing its leadership in the global API supply chain. Follow me for more such updates, Thank you!