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← CockpitCompetitor Analysis › PFIZER.NS Pfizer LimitedOpen in the cockpit ↗

Pfizer LimitedPFIZER.NSCompetitor analysis, valuation and peers

India · INR·Pharma & Healthcare›Pharmaceuticals: Major

Listed Indian subsidiary of Pfizer selling branded pharmaceuticals, vitamins and vaccines domestically.

≈ Pfizer's Indian pharma subsidiaryMomentum weak 22
Mkt cap
$1.87B
US dollars, full cap
Free float
33%
of shares outstanding
$/day
$1.88M
20-day average traded
Fwd P/E
21.5×
forward earnings
ROIC−WACC
+35.4 pp
WACC 13.1%
Hurdle
+9 pp
Req g minus delivered
Next earnings
84 days
29 Jan 2027
Close · INR₹3,856
1D0.0%
1W+4.6%
1M+1.1%
3M-21.3%
6M-18.8%
YTD-22.7%
1Y-27.5%
ATR %2.9%
Beta0.63
52w lowhigh27.8% off high

What Pfizer does

Listed Indian subsidiary of Pfizer selling branded pharmaceuticals, vitamins and vaccines domestically.

Majority-owned by Pfizer Inc, it sells long-standing local brands and Pfizer's global products through wholesalers to pharmacies and hospitals. Sales depend on doctors' prescriptions and on Indian price controls on essential medicines, which set ceilings for many drugs.

In one line: Pfizer's Indian pharma subsidiary.

Products and services

  • Branded prescription drugs
  • Vitamins (Becosules)
  • Vaccine distribution

Customers

  • Doctors/hospitals
  • Retail pharmacies

Where it sits in the supply chain

  • Global Pfizer R&D/manufacturing
  • Local formulation/packaging
  • Branded pharma distribution

What could go right

  • Branded consumer health growth
  • New drug launches in India

What could go wrong

  • Government price controls (NLEM)
  • Generic competition

Moat: narrow (brand). Established consumer trust in legacy brands like Becosules, though the portfolio is narrower than global Pfizer.

Headquarters: Mumbai, India · Founded: 1950 · Employees: 1,417

Named competitors

Pfizer at a glance

Size Pfizer (PFIZER.NS) is an India Health Care company (Pharmaceuticals: Major) with a market value of $1.87B, the 385th largest of 1,058 India companies the cockpit tracks. Shares closed at ₹3,856 on 6 Nov 2026.

Performance Over six months the shares fell 18.8%, against -5.8% for the median peer and 0.0% for the India market (cap-weighted) — 4th lowest of 21 in its peer set.

Growth Revenue grew 11.8% over the last twelve months (peer median +11.9%); the operating margin is 34.5% (peer median 17.3%).

Valuation It trades at 21.5× forward earnings against a peer median of 24.4× (8th cheapest of 18).

Price implies For today's price to make sense, revenue must grow about 11% a year for seven years (Req g). Recent delivered growth is +2%, so the hurdle is +9 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Capital Return on invested capital runs 35.4 points above its cost of capital (13.1% WACC).

Next results Next results expected around 29 Jan 2027 (exchange calendar; dates can move).

Relative performance

809010011 May 202611 Aug 20266 Nov 2026Peer median 95PFIZER.NS 80
Six months, rebased to 100: Pfizer against the median of its 20 peers (local-currency closes).

Pfizer financials

Reported figures in INR; fiscal year ends 2026-03-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue₹26.5B₹25.2B₹22.8B₹21.9B₹24.2B
Revenue growth—+10%+4%-10%—
Gross profit₹12.6B₹11.5B₹9.86B₹9.37B₹10.6B
EBITDA₹9.73B₹9.21B₹7.58B₹6.54B₹8.28B
Net income₹8.59B₹7.22B₹7.68B₹5.51B₹6.24B
Free cash flown/a₹11.2B₹7.71B₹3.66B₹3.61B
Capital expendituren/a₹252M₹282M₹189M₹650M
Total debt₹1.97B₹702M₹1.08B₹945M₹1.34B

Quarterly statements and history in the cockpit →

Pfizer competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-20%0%+20%+40%-20%0%002399SRPT000028605507MAZE300573CAPLIPOINTERIS4540ALIVUSHRMYONESOURCE214450600211SHILPAMED300357002755301047AGIOCOHANCEPFIZER.NS6-month return →1-month return →
Up and to the right = strong over both horizons. Pfizer is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%25×50×75×002399000028605507300573CAPLIPOINTERIS4540ALIVUSHRMYONESOURCE214450600211SHILPAMED300357002755301047COHANCEPFIZER.NSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Pfizer is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%0%20%40%002399SRPT000028605507300573CAPLIPOINTERISALIVUSHRMY214450600211300357002755301047PFIZER.NSGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Pfizer is the large dot.

Pfizer competitors and peer comparison

Head to head with its named competitors (PFIZER.NS vs GLAXO.NS vs ABBOTINDIA.NS vs SANOFI.NS)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Pfizer PFIZER.NS$1.87B-19%+12%34%21.5×11.2%
GlaxoSmithKline Pharmaceuticals GLAXO.NS$4.53B+2%+12%33%35.9×25.2%
Abbott India ABBOTINDIA.NS$5.93B-1%+6%28%32.4×11.4%
Sanofi India SANOFI.NS$800M-3%-6%26%19.9×16.5%

How Pfizer compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Pfizer against its 20 peers (data as of 6 Nov 2026)
MeasurePFIZER.NSPeer medianRank in peer set
1-month return+1.1%-2.7%9th highest of 21
6-month return-18.8%-5.8%4th lowest of 21
Distance from 52-week high-27.8%-27.2%11th highest of 21
Revenue growth (TTM)+11.8%+11.9%11th highest of 21
Operating margin34.5%17.3%3rd highest of 21
Forward P/E21.5×24.4×8th cheapest of 18
Growth the price implies (Req g, 7 yrs)11.2%9.0%8th least demanding of 15
Growth delivered (Del g)+2.4%+13.2%4th lowest of 15
Hurdle (Req g minus delivered)+8.8 pp-6.8 pp5th most demanding of 15
ROIC minus cost of capital+35.4 pp+0.4 pphighest of 21
EV / EBITDA15.1×18.7×4th cheapest of 10
Net debt / EBITDA-3.1×-0.8×least indebted of 10

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Pfizer PFIZER.NSIndia$1.87B-19%+12%34%21.5×11.2%+2.4%
Shenzhen Hepalink Pharmaceutical 002399.SZChina$1.88B-13%-6%8%22.5×0.1%+0.5%
Sarepta Therapeutics SRPTUnited States$1.88B-11%-20%-3%n/a11.9%+32.4%
China National Accord Medicines 000028.SZChina$1.85B-4%0%2%11.1×-9.4%+4.2%
Guobang Pharma 605507.SSChina$1.84B-8%+3%12%15.9×-5.8%+7.4%
Maze Therapeutics MAZEUnited States$1.90B+29%+700%-728%n/an/an/a
Shenyang Xingqi Pharmaceutical 300573.SZChina$1.91B-25%+17%33%13.7×6.0%+29.1%
Caplin Point Laboratories CAPLIPOINT.NSIndia$1.92B+28%+15%31%24.6×29.3%+15.7%
Eris Lifesciences ERIS.NSIndia$1.82B-11%+11%26%25.7×24.7%+20.9%
Tsumura & 4540.TJapan$1.81B+2%+10%18%10.1×n/an/a
Alivus Life Sciences ALIVUS.NSIndia$1.92B+32%+8%31%24.4×20.4%+6.2%
Harmony Biosciences HRMYUnited States$1.93B+7%+20%22%8.6×-10.9%+40.3%
OneSource Specialty Pharma ONESOURCE.NSIndia$1.94B-12%+11%6%45.0×n/an/a
PharmaResearch 214450.KSSouth Korea$1.79B-25%+34%39%12.4×-14.2%+37.6%
Tibet Rhodiola Pharmaceutical 600211.SSChina$1.95B0%+13%27%13.0×-0.5%+16.7%
Shilpa Medicare SHILPAMED.NSIndia$1.95B+113%+28%21%62.1×n/an/a
Zhejiang Wolwo Bio-Pharmaceutical 300357.SZChina$1.77B-11%+7%39%27.8×19.5%+10.8%
Beijing Aosaikang Pharmaceutical 002755.SZChina$1.76B-25%-13%12%63.3×14.7%-14.0%
Sino Biological 301047.SZChina$1.98B+50%+20%17%63.8×36.8%-15.1%
Agios Pharmaceuticals AGIOUnited States$1.76B+6%+141%-467%n/an/an/a
Cohance Lifesciences COHANCE.NSIndia$1.75B-11%+41%6%82.6×n/an/a

Questions

Who are Pfizer's main competitors?
Named competitors: GSK Pharma India (GLAXO.NS), Abbott India (ABBOTINDIA.NS), Sanofi India (SANOFI.NS). The cockpit's measured peer set (industry) also includes Shenzhen Hepalink Pharmaceutical (002399.SZ), Sarepta Therapeutics (SRPT), China National Accord Medicines (000028.SZ), Guobang Pharma (605507.SS), Maze Therapeutics (MAZE), Shenyang Xingqi Pharmaceutical (300573.SZ).
Is Pfizer expensive compared with its peers?
On forward p/e it trades at 21.5× against a peer median of 24.4×, 8th cheapest of 18 in its peer set. For today's price to make sense, revenue must grow about 11% a year for seven years (Req g). Recent delivered growth is +2%, so the hurdle is +9 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has Pfizer stock performed?
Over six months to 6 Nov 2026 the shares returned -18.8% against -5.8% for the median peer; over one year -27.5%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.