Torrent Pharmaceuticals on Monday, July 28, reported a strong performance for the first quarter of FY2025-26, with a 20 per cent year-on-year jump in consolidated net profit to Rs 548 crore. The growth was driven by solid sales across key markets, including India, the US, Brazil, and Germany. After the earnings, now what should investors do with the largecap firm’s stock? Analysts at prominent brokerages–JPMorgan, Jefferies, and Citi–are positive on the pharmaceutical stock, raising their targets up to Rs 4,380, 20 per cent upside from Monday’s closing.

Here is what the brokerages suggest for Torrent Pharma’s stock after Q1 performance:

JPMorgan has maintained an ‘overweight’ rating and raised its target price to Rs 4,000 from Rs 3,800.

Two brokerages, Jefferies and Citi, have maintained a ‘buy’ call on the pharma stock, raising their targets to Rs 4,200 and Rs 4,380, respectively.

Torrent Pharma Q1FY26 results

Here is how the largecap pharma company’s Q1 earnings fared:

• Torrent Pharma Net Profit: Rs 548 crore (Up 20 per cent YoY)
• Revenue from Operations: Rs 3,178 crore (Up 11 per cent YoY)
• India Revenue: Rs 1,811 crore (Increased 11 per cent YoY)
• US Revenue: Rs 308 crore (Up 19 per cent YoY)
• Brazil Revenue: Rs 218 crore (Up 11 per cent YoY)
• Germany Revenue: Rs 308 crore (Up 9 per cent YoY)