An analysis published March 24, 2026, details Eli Lilly’s major investment in India to boost manufacturing for its GLP-1 drug, tirzepatide. The expansion targets production of Mounjaro and Zepbound to address explosive global demand.
Manufacturing constraints for complex peptides and injectables currently limit Lilly’s primary growth engine. This strategic shift follows macro tailwinds from the US Biosecure Act, which accelerates pharmaceutical contract relocation from China to India.
Indian firms Divi's Laboratories and Cipla will serve as key manufacturing and distribution partners. The report suggests this move provides a template for other major pharmaceutical companies. Markets showed no immediate reaction to the news.