Why Is India’s Pharma CDMO Sector Growing So Fast? | Markets by Zerodha Hindi
1. Executive Briefing (TL;DR)
- Outperformance Amid Broader Market Stagnation: While benchmark indices remained flat to negative from April to October 2026 due to ₹1 lakh crore FPI net outflows, the Nifty Pharma index surged 20.1%, driven by top 5 listed Contract Development and Manufacturing Organizations (CDMOs) delivering over 60% average returns [00:00:19].
- Structural Outsourcing Acceleration: Global pharmaceutical outsourcing to CDMOs is projected to expand significantly by 2029 (R&D outsourcing up to 38%, manufacturing to 36%), benefiting global CDMOs (14% CAGR) and CRDMOs (9.1% CAGR) over generic pharma (6% CAGR) [00:03:03].
References
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