Dear Viewer,
In this video, we decode the Q4FY24 results of top CDMO companies and break down how contract manufacturing is reshaping India's pharma landscape. From earnings spikes to future outlook and key risks — this is your one-stop guide to CDMO analysis.
📌 What You’ll Learn:
* CDMO growth drivers in India
Margins, utilisation & capex trends
* Why CDMO is a lumpy but rewarding business
* Impact of global demand & new molecules
* Key risks: patent expiry, revenue volatility
* Valuation bands & investor takeaways
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📥 Watch till the end to build your edge in pharma investing.