About the smallcase
The Indian pharma industry has grown at a CAGR of 8% over the past five years, now valued at $50 billion. It's projected to reach $130 billion by 2030 with a CAGR of 10.7%. India supplies 20% of global pharma volumes and 70% of vaccines, with FDA approval success rate of over 93% for Indian drugs.
This growth and India's potential to lead globally are key reasons for curating this portfolio.
Right To Win
- Pharma is a $1.4 trillion industry globally & India’s share in this is expected to increase with the competitive advantage of Indian drugs strengthening its global position and boosting exports
- India already exports over 50% of its domestic output and is the medical tourism capital of the globe.
- Manufacturing costs in India are 30% lower than in the US, & R&D more cost-efficient than in 90% of developed markets.
- Lower production cost + competitive advantage + growing scope = Indian pharma being the next big thing.
About Our Portfolio
- This portfolio taps into India’s booming pharma sector, featuring 10-12 top companies. We’ve identified key opportunities in export-oriented companies with many approved APIs and active R&D.
- This portfolio benefits from the super-high FDIs in pharma & Government incentives, like increased funding for bulk drug parks and 100% Greenfield investment, further bolstering the sector.
Pharma Select by Green Portfolio is a limited portfolio ideal for investors looking to take concentrated positions in high-growth sectors like pharmaceuticals.
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