About this episode
This episode dives into the Q4 FY24 performance of India’s leading CDMO businesses. We discuss how contract manufacturing is becoming a strong growth engine for pharma, the reasons behind sharp earnings jumps in some cases, and the risks investors should be aware of. A quick guide to valuations and what lies ahead.
✅ What You’ll Learn:
📈 CDMO growth trends across companies
💡 Why margins are improving in select businesses
⚠️ Key risks: revenue lumpiness, patent expiry
🏗️ High capex impact on profits
🧠 What investors should track in the next 2–3 years
📊 Valuation ranges & exit PE framework simplified
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