MACQUARIE ON INDIA PHARMA

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MACQUARIE ON INDIA PHARMA

India's contract research, development, and manufacturing (CRDMO) sector is benefiting from secular growth as well as regulatory tailwinds.

Indian CDMOs emerging as growth leaders in small molecules

Industry set to grow at 14% CAGR to $14bn by FY28

US Biosecure Act to accelerate growth to late teen for Indian CDMO industry

Divis Labs and Suven Pharma standout as product led CDMO working on new technologies

Expect 1000bps improvement in EBIDTA Margins and 1.5-2x improvements in ROICs by 2030

Within regional CDMO coverage of 11 companies, prefer Indian and Korean CDMOs with Divi's Labs and Samsung Bio as top picks.

Divi's Labs-Initiate Outperform-TP 4700

Syngene-Initiate Outperform-TP 835

Suven Pharma-Initiate Outperform-TP 1500

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