Pharma & CDMO Portfolio
Managed by DEVARSH JIGISH SHAHIndia’s pharmaceutical sector is entering a strong growth phase, driven by global demand and increasing outsourcing opportunities. CDMO (Contract Development and Manufacturing Organization) companies are becoming key partners for global pharma and biotech firms. As companies worldwide look to reduce costs and diversify supply chains beyond China, India is emerging as a preferred destination. India is already one of the largest suppliers of generic medicines and vaccines, with a strong reputation for quality manufacturing and regulatory compliance. The CDMO opportunity is further expanding this advantage into high-value research, development, and manufacturing services. With rising demand for complex drugs, specialty chemicals, and advanced therapies, Indian companies are moving up the value chain and building long-term global relationships. We focus on companies that: Have strong presence in CDMO, APIs, or specialty pharma Benefit from global outsourcing and export growth Show consistent earnings visibility and improving margins Have regulatory approvals and strong client relationships By investing in this portfolio, you get exposure to India’s growing role in the global pharmaceutical supply chain. This portfolio is ideal for long-term investors looking to benefit from a high-growth, export-driven sector with strong global tailwinds.
About the Theme
India’s pharmaceutical sector is entering a strong growth phase, driven by global demand and increasing outsourcing opportunities. CDMO (Contract Development and Manufacturing Organization) companies are becoming key partners for global pharma and biotech firms. As companies worldwide look to reduce costs and diversify supply chains beyond China, India is emerging as a preferred destination. India is already one of the largest suppliers of generic medicines and vaccines, with a strong reputation for quality manufacturing and regulatory compliance. The CDMO opportunity is further expanding this advantage into high-value research, development, and manufacturing services. With rising demand for complex drugs, specialty chemicals, and advanced therapies, Indian companies are moving up the value chain and building long-term global relationships. We focus on companies that: Have strong presence in CDMO, APIs, or specialty pharma Benefit from global outsourcing and export growth Show consistent earnings visibility and improving margins Have regulatory approvals and strong client relationships By investing in this portfolio, you get exposure to India’s growing role in the global pharmaceutical supply chain. This portfolio is ideal for long-term investors looking to benefit from a high-growth, export-driven sector with strong global tailwinds.
Minimum Investment Amount