Spot suppliers gaining and losing share. YoY export growth, molecule footprint change, and destination expansion in one ranked view.
Twenty suppliers cross the ±30% YoY threshold in 2025 with material exports. Hetero Labs tops the rising cohort at +146% YoY ($1.27B), driven by 63 new molecules and 10 new destinations. Divis Laboratories follows at +138% on a more concentrated molecule expansion. The falling cohort is led by Suven Pharmaceuticals (-57%) and Optimus Drugs (-55%), signalling supply chain transitions or capacity reallocation.
| # | Supplier | Country | 2025 USD | YoY change | Signal |
|---|---|---|---|---|---|
| 1 | Hetero Labs | IN · Hyderabad | 146 % YoY | $1.27B · 2025 | VAI |
| 2 | Divis Laboratories | IN · Hyderabad | 138 % YoY | $164M · 2025 | NAI |
| 3 | Harman Finochem | IN · Aurangabad | 250 % YoY | $42M · 2025 | NAI |
| 4 | ANUH Pharma | IN · Thane | 224 % YoY | $23M · 2025 | NAI |
| 5 | Indo Amines | IN · Mumbai | 154 % YoY | $25M · 2025 | VAI |
| 6 | Morepen Laboratories | IN · Solan | 145 % YoY | $41M · 2025 | VAI |
| 7 | Suven Pharmaceuticals | IN · Hyderabad | -57 % YoY | $26M · 2025 | VAI |
| 8 | Optimus Drugs | IN · Hyderabad | -55 % YoY | $15M · 2025 | VAI |
Portfolio-wide, molecule-specific, or geography-specific. The AI agent pulls the supplier cohort matching the filter.
YoY USD change, molecule-footprint delta, destination-expansion delta. Suppliers ranked by composite signal.
Citation-anchored brief with the rising and falling cohorts, with chips showing molecule expansion and destination expansion.
A supplier growing 150% YoY with 60 new molecules has spare commercial bandwidth and active commercial ambition. Strong candidate for an immediate RFQ.
A supplier in steep decline may exit a molecule, sell capacity, or face quality issues. The falling cohort is the watch list, not the buy list.
USD growth alone misses molecule and destination expansion. The composite captures whether a supplier is growing on the same lanes or expanding the footprint.
Trade aggregates refresh weekly. Momentum recomputes on every refresh; the catalog row carries an as-of timestamp.
A real chat thread in PharmaDB. Type a question, the AI agent runs the tools, the answer lands as a saveable note.
pharmagraph_query 2025 customs trace · count of suppliers crossing the ±30% YoY threshold by dimension.
Supplier momentum is the directional view on a fragmented base. PharmaDB ranks every supplier by USD growth, molecule-footprint expansion, and destination expansion, then surfaces the rising and falling cohorts in one ranked list. The view rests on company_trade_growth, company_trade_exports_by_molecule, and company_trade_destinations. Refresh cadence is weekly.
Default is ±30% on USD exports for suppliers above $5M. Smaller suppliers move more in percentage terms; the absolute floor avoids noise. Buyers can re-cut the threshold on demand.
USD growth alone can hide compositional change. A supplier may grow USD 50% on the same molecule into the same destinations (consolidation) or on new molecules into new geographies (expansion). The two patterns carry different implications for procurement.
Not always. A supplier may be reallocating capacity to higher-margin molecules, or exiting a commoditising molecule deliberately. The falling cohort is the watch list, not the avoid list. Cross-reference with inspection trajectory and enforcement events.
Emerging suppliers are a sub-cohort: rising with clean inspections and active DMFs, the qualifiable new entrants. The momentum view is broader; it includes the full rising cohort plus the falling cohort plus diversified vs concentrated growth patterns.
Yes by default. The trade feed includes some non-pharma exporters (chemicals, packaging) that PharmaDB filters out via the pharma-classification view. A buyer can opt into the unfiltered view for portfolio diversification work.
Weekly. Trade aggregates refresh weekly. The momentum view recomputes on every refresh; the catalog row carries an as-of timestamp on every result page.
Bring the molecule, the lane, or the supplier you're sourcing this week. The AI agent runs it on PharmaDB in 30 minutes. You keep the brief.