Will CDMO be the next Megatrend??

Send us Fan MailThis 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