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Will CDMO be the next Megatrend??

Will CDMO be the next Megatrend??

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This 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

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