Скачать или смотреть India Pharma Outlook: Tariffs, CDMO Boom & Hospital Growth | JM Financial’s View On China & US

JM Financial’s Pharma Analyst Amey Chalke breaks down the real impact of Trump’s tariff threat on branded and specialty pharma, why earnings risk remains limited, and how Q2 numbers reaffirm a clear sector pecking order: Hospitals → CDMOs → Pharma Generics. He also explains why China+1 is a structural multi-year tailwind, why larger CDMOs will scale faster, concerns for FY27 earnings in big generics, and how India retains its cost and capability advantage despite global uncertainty.

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Chapters:
0:00 Understanding the Impact of Tariffs on Indian Pharma
1:40 Analyzing Q2 Earnings: Hospitals vs. Pharma
2:40 China Plus One Strategy: Long-Term Implications for Indian Pharma
3:45 Identifying Key Players in the CDMO and Hospital Sectors
4:36 Evaluating Q2 Results: Changes in Sector Conviction
6:10 India's Position in the Global Pharmaceutical Market
7:29 Shifting Focus: India's Transition to Value-Driven Products
8:12 Earnings Estimates Post Q2: Sector Overview and Insights