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Best CDMO Results in Q1FY26

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Manage episode 500623019 series 3006779
Content provided by SOIC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SOIC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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Ever wondered which CDMOs are driving growth—and where the hidden risks are? In this episode, we unpack the Q1 FY26 results of leading players, including Ami Organics, Laurus Labs, Neuland Laboratories, Jubilant Pharmova, Piramal Pharma, Syngene International, Hikal Ltd, Blue Jet Healthcare, and Aarti Pharmalabs.

From capex moves and margin trends to valuation caution and IPO red flags, we highlight what really matters for investors. Whether you’re an equity investor or simply curious about India’s fast-evolving pharma outsourcing story, this episode gives you the clarity you need to spot opportunities in a hot, lumpy sector.

  continue reading

51 episodes

Artwork
iconShare
 
Manage episode 500623019 series 3006779
Content provided by SOIC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SOIC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us a text

Ever wondered which CDMOs are driving growth—and where the hidden risks are? In this episode, we unpack the Q1 FY26 results of leading players, including Ami Organics, Laurus Labs, Neuland Laboratories, Jubilant Pharmova, Piramal Pharma, Syngene International, Hikal Ltd, Blue Jet Healthcare, and Aarti Pharmalabs.

From capex moves and margin trends to valuation caution and IPO red flags, we highlight what really matters for investors. Whether you’re an equity investor or simply curious about India’s fast-evolving pharma outsourcing story, this episode gives you the clarity you need to spot opportunities in a hot, lumpy sector.

  continue reading

51 episodes

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