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Will CDMO be the next Megatrend??
Manage episode 484745928 series 3006779
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
17 episodes
Manage episode 484745928 series 3006779
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
17 episodes
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