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A sector on the move: above average
In 2024, the Top 10 Pharmaceutical Companies in Brazil outperformed the market itself. They grew two percentage points above the average and reinforced market concentration.
A Top 10
@NC GROUP@Eurofarma@Hypera Pharma@Sanofi@Cimed Group@Aché Pharmaceutical Laboratories@Novo Nordisk@Teuto Laboratory@Biolab Pharmaceuticals@National Pharmaceutical Chemical Union
Together, they generated R$111.7 billion in sales to pharmacies, an increase of 13.6% compared to 2023. In the rest of the sector – made up of more than 440 laboratories – the increase was 11.6%.
According to data from Close-Up International ( https://panoramafarmaceutico.com.br/dez-maiores-farmaceuticas-do-brasil-detem-486-das-vendas/ ), the Top 10 accounts for 48.6% of the total revenue of R$229 billion, surpassing the 47.7% of the previous year.
The podium and changes in leadership
The leadership remains with the NC Group , which controls EMS , which had revenues of R$26.4 billion. Despite the significant volume, growth was more contained: 9.6%.
The second-place position, however, has changed. Hypera Pharma , previously in second place, saw a rise of only 7.3% and was overtaken by Eurofarma , which shone with a 22.4% growth – a performance surpassed only by Grupo Cimed and Novo Nordisk , both with an impressive 23.2%.
Perspective 1: The Logic of Concentration
The concentration of the largest pharmaceutical companies gained momentum with their portfolio expansion strategy in the retail sector. The leaders realized they could meet latent consumer demand by diversifying their product mix, increasing competitiveness, strengthening market share, and improving negotiation conditions with retailers.
At the point of sale, this tactic also increased the average ticket, building customer loyalty and making the industry-retail relationship even more strategic.
Perspective 2: Mergers, Acquisitions, and Bold Bets
Mergers and acquisitions are reshaping the industry landscape. A notable example was Eurofarma 's purchase of 60% of Dermage .
Even with the high cost of financing, this type of movement tends to intensify. It's portfolio completion, with companies growing in specific, high-profit niches.
Proprietary products, such as Novo Nordisk 's Ozempic , reinforce competitive barriers through patents and production complexity.
Perspective 3: The Role of Public Policies and New Niches
The Farmácia Popular Program, which expanded the supply of free medications, was a catalyst for certain pharmaceutical companies. Generic drug manufacturers also benefited, combining lower prices with attractive margins for retailers.
At the same time, segments such as nutraceuticals, herbal medicines, supplements and vitamins gained ground, even attracting large consumer goods companies – such as Coca-Cola , Unilever and Procter & Gamble – which today account for 32% of pharmacy sales.
Perspective 4: Who are the National Protagonists?
Eight of the ten largest pharmaceutical companies are Brazilian. Those growing at double digits are combining competitive intelligence, portfolio management, and innovation.
Not every change in the ranking means direct competition. Cimed , for example, rose to fifth place, surpassing Aché , but it operates heavily in the non-pharmaceutical segment, while 80% of Aché 's portfolio is prescription drugs.
Perspective 5: What's Next
Some of the Top 10 players may slow down, opening the way for new competitors. Among the promising players, Sandoz and Geolab stand out , with growth of 20.7% and 17.7%, respectively.
A Game of Scale, Strategy and Time
The 2024 picture makes it clear: the Brazilian Pharmaceutical Industry is experiencing an increasingly strategic struggle, in which growth is not enough – it is necessary to grow intelligently.
The combination of operational scale, portfolio diversification, innovation, and selective acquisitions tends to shape the future of the sector, and whoever knows how to balance these elements will have a guaranteed place in the next chapter of this story.
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