BQ Blue’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer BloombergQuint’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.
Motilal Oswal Report
Indian pharma companies are looking at a sustainable growth opportunity in the coming decade as the lack of differentiation in generics has chipped away at margins due to increased competition.
While companies with a large U.S. generics exposure are looking at niche opportunities like complex generics/specialty drugs, contract research and manufacturing services for active pharma ingredient/formulation has emerged as a successful opportunity for companies with a sound technical, manufacturing, and regulatory expertise.
The branded domestic formulation space remains a high return ratio segment, with a moderation in growth, excluding Covid-19, due to the reduced burden of acute diseases.
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