Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by SOIC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SOIC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Will CDMO be the next Megatrend??

40:34
 
Share
 

Manage episode 484745928 series 3006779
Content provided by SOIC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SOIC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Send us a text

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

  continue reading

17 episodes

Artwork
iconShare
 
Manage episode 484745928 series 3006779
Content provided by SOIC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SOIC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Send us a text

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

  continue reading

17 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play