The Value Investor's Lab
AI Market Minds
The Business of Indian Pharma: Growth, Innovation, and Challenges
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The Business of Indian Pharma: Growth, Innovation, and Challenges

Podcast | AI Market Minds | Episode 6 : A deep dive into how India's leading pharmaceutical companies generate revenue, expand globally, and innovate for future growth.
Episode: 6 | “The Business of Indian Pharma: Growth, Innovation, and Challenges”

Overview:

India’s pharmaceutical industry is a global powerhouse, supplying 20% of the world’s generic drugs and rapidly expanding into speciality medicines, biosimilars, and contract research. In this episode of AI Market Minds, we take a deep dive into how Indian pharma companies generate revenue, their key markets, and the challenges they face.

We explore:

  1. Revenue streams – From patented drugs and generics to biosimilars and contract manufacturing.

  2. Geographic exposure – How companies like Sun Pharma, Dr Reddy’s, Cipla, Biocon, and Glenmark generate revenue across the U.S., Europe, and emerging markets.

  3. R&D and innovation – The race to develop new speciality drugs and biosimilars to stay ahead of patent expirations.

  4. Challenges and risks – Regulatory hurdles, price controls, patent cliffs, and supply chain vulnerabilities.

  5. Investment insights – How investors can evaluate pharma pipelines, financial health, and growth strategies.

Whether you’re a long-term investor or just curious about India’s evolving pharma sector, this episode provides actionable insights into one of the most dynamic industries in the market. Tune in to understand where the opportunities lie and how to navigate the risks.


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