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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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