Скачать или смотреть Divis Labs - 30th AGM Key Takeaways

Steel has come confidently following Divi’s Labs 30th AGM where management reiterated their stance around favourable shifts towards global pharma sourcing from India. Some of the key takeaways 1) India API industry to benefit from global customer shift away from China 2) Good visibility on custom synthesis business, per management 3) Global market leadership on 9 API molecules and internal approach to sustainability.

Divi’s shared that global big pharma and generic buyers are looking at diversifying API buying away from China for three main reasons: (1) regulatory issues with the USFDA, (2) detection of cancer-causing NDMA in certain products, (3) COVID-19 disruption to supply chains which were dependent on China.

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