Introduction 

Biocon Ltd. has declared that it will completely integrate Biocon Biologics Ltd., its  biologics unit, in a merger transaction valued at $5.5 billion, in a significant strategic  step intended to unleash long-term value. This move will consolidate operations and  improve the group’s standing in the international biosimilars market by making Biocon  Biologics a fully owned subsidiary of the parent company. 

Biocon will purchase the remaining shares held by Activ Pine LLP, Tata Capital Growth  Fund II, Serum Institute Life Sciences, and Mylan Inc. (Viatris) in order to finalize the  integration. The transfers will be made in part by cash consideration and in part by share  exchanges. 

How the Deal is Structured 

The business presented a two-step plan for the merger. 

For every 100 Biocon Biologics shares, Biocon will issue 70.28 Biocon shares, valued at  ₹405.78, to current shareholders who are not Viatris. 

Mylan’s (Viatris) remaining shareholding will be acquired for a total of $815 million, in which there will be a cash payment of $400 million and the remaining amount will be  resolved through a share swap of 61.70 Biocon shares for every 100 Biocon Biologics  shares. 

Biocon anticipates that the integration will be finished by March 31, 2026. The action comes after the company’s strategy committee, which was established in  May 2025, conducted an internal review to determine whether a merger or a separate 

public listing would be more beneficial. Following a thorough evaluation, the committee  came to the conclusion that full integration would yield the highest value and improve  operational alignment, according to an official statement from the company. 

Capital Raise and Strategic Rationale 

The Biocon board has authorized the option to raise a maximum of ₹4,500 crore via  approved institutions placement (QIP) in order to support this merger-linked  compensation, subject to shareholder approval. The Viatris settlement will receive a  significant amount of this new funding. 

Executive Chairperson Kiran Mazumdar Shaw emphasized to the media that the  combination makes it possible for actual value to emerge, something that an IPO may  not have been capable of doing at this time. She pointed out that Biocon’s valuation had  been impacted by market worries over acquisition-related leverage, which made the  listing path less appealing to shareholders. 

Rather, combining Biocon Biologics will eliminate the holding-company discount that  previously concealed underlying strength, help consolidate financials, and represent  actual performance. 

Financial Strengthening and Future Outlook 

Since acquiring Viatris’ global biosimilars portfolio for $3.3 billion in 2022, Biocon  Biologics has experienced substantial growth. Although that deal increased the  company’s size, it also resulted in acquisition-related debt of almost $1.2 billion. It is projected that the combination will rise Biocon’s financial leverage. The company  emphasized how its debt-to-EBITDA ratio has steadily decreased, going from 4.3x in  2020 to 2.5x in 2025, and it is anticipated to continue declining after integration. Biocon  anticipates making confident investments in growing product pipelines, technological  capabilities, and worldwide market reach with less debt strain and improved cash flow  generation. 

After obtaining money in June 2025, the company also recently paid down structured  debt commitments to Goldman Sachs, Kotak Mahindra Bank, and commercial paper  borrowings. 

Integrated Growth Driven by Leadership 

Shreehas Tambe, Biocon’s MD and CEO, will assume leadership of the merged  company as part of the transfer. As Chief Financial Officer, Kedar Upadhye will take  over. 

Siddharth Mittal, the current CEO of Biocon, will continue to serve during the  integration phase before assuming a leadership position within the larger organization.  An integration committee led by Tambe and a governing council chaired by Kiran  Mazumdar Shaw have been constituted to guarantee efficient execution.

Conclusion 

Biocon’s decision to merge Biocon Biologics into a wholly owned subsidiary marks a  strategic step toward long-term value creation, financial stability, and operational  consolidation. By simplifying its corporate structure, reducing acquisition-linked debt, and unlocking the true market value of its biologics business, the company is  positioning itself for stronger global competitiveness. With fresh capital infusion,  leadership alignment, and improved balance sheet strength, Biocon is now better  equipped to scale innovation, expand product pipelines, and accelerate growth in the  biosimilars market. Overall, this integration lays a robust foundation for future growth  and the improvement of shareholder value.