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How Coronavirus affects Indian pharma value chains (Part-2)

February 26, 2020 / 06:31 PM IST
How Coronavirus affects Indian pharma value chains (Part-2)

PRO Only Highlights
Quarterly performance largely backed by improved realisations
Medium-term triggers China plus and protectionist measures for tyre industry
Valuations not inexpensive; but improved medium-term outlook

Highlights - Industry would start looking for supplies from Mid-March - This means Chinese production re-start is eagerly awaited now - Impact expected across the board with very few exceptions - Large API manufacturers also expected to be adversely impacted - Backward integrated plays with ready capacity can capitalize opportunity The Indian pharma industry sources about 50 percent of products in volume terms from China. About, 57 APIs (active pharmaceutical ingredients) of antibiotics, vitamins and steroids can go out of stock in case of a prolonged shutdown in China due...

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