Will CDMO be the next Megatrend?? episode artwork

EPISODE · May 25, 2025 · 40 MIN

Will CDMO be the next Megatrend??

from The SOIC Podcast · host SOIC

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

Episode metadata supplied by the publisher feed · Published May 25, 2025

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Will CDMO be the next Megatrend??

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