Shuchi Nahar's Weekend Blog!

Hospital sector - The upcoming gem of the Healthcare Sector Twitter Handle: @shuchi_nahar India has emerged as one of the fastest-growing emerging economies over the last two decades, receiving large FDI inflows, which have grown from USD 2.5 Billion in 2000-01 to USD 50 Billion in 2020-21. The healthcare sector, in particular, has received heightened interest from investors over the last few years. In the hospital segment, the expansion of private players to Tier 2 and Tier 3 locations, beyond metropolitan cities, offers an attractive investment opportunity. According to Invest India’s Investment Grid, there are nearly 600 investment opportunities worth USD 32 Billion (INR 2.3 Lakh Crore) in the country’s hospital/medical infrastructure sub-sector. Indian Government initiatives towards development of hospital sector With respect to pharmaceuticals, India can boost domestic manufacturing, supported by recent Government schemes with performance-linked incentives, as part of the Aatm...

Granules India Ltd. - Huge Scope of Growth Ahead Twitter Handle: @shuchi_nahar Company Overview Founded in 1991, Granules India Limited is a large-scale vertically integrated Company manufacturing Active Pharmaceutical Ingredient (API), Pharmaceutical Formulation Intermediate (PFI) and Finished Dosage (FD). The Company over the years has created a strong presence in ‘the first line of defence’ products such as Paracetamol, Ibuprofen, Metformin, Methocarbamol, and Guaifenesin. Till date, Granules has filed 45 ANDAs, received approval for 29 products (12 in FY20) and launched five in the US. EBITDA margins have seen improving from better product mix, operating efficiencies and higher capacity utilisations. Also, the margins are expected to further expand with the launch of own label products in the US, a new facility commenced at Vizag and using its own Metformin with new capacity commissioned. In FY20 it received approval for 12 ANDAs. It has a further 16 ANDAs (45 cumulative fi...

CDMO's to be considered as the next stepping stone for Pharma Companies... Twitter Handle: @shuchi_nahar In recent years, pharmaceutical outsourcing has grown in popularity amongst drug developers across the industry. Companies are increasingly outsourcing to contract development and manufacturing organizations (CDMOs) due to the benefits outside expertise can bring to their business. So, what are the benefits and how are current CDMO market trends shaping? Pharma CDMO's Trends The pharmaceutical industry is expected to be worth $1.5 trillion by 2021. The key trends driving this level of demand for pharmaceutical products include the world’s aging population, rising healthcare standards in developing countries, and expensive breakthrough therapies. This rapid influx of demand means that companies are faced with higher R&D costs and a need to invest in new capabilities. The demand for healthcare and innovative solutions is growing globally with chronic diseases on the rise. ...

Art of investing by - Sajal Kapoor SHUCHI.P.NAHAR Twitter Handle: @shuchi_nahar   Background Sajal Kapoor is into the operational risk and regulatory compliance industry and within that industry, he has been working across domains from banking to healthcare to investment forms.  Over the last 20- 25 years and that has been highly rewarding and productive because, That gave him the opportunity to look at the world from a risk and compliance point of view. Experience that he got from the industry, experience working through banks and healthcare firms, consultancies, and investment firms gave him a sort of a different perspective, and somewhere in the background starting around the mid-90s this hunger and drive to know more about this animal called Mr. market and that started emerging.  It has been a very long and rewarding journey it has had its own sort of ups and downs like any investor goes through and but those ups and downs are like the tuition fee that you pay and you...