Mihir Vora On Pharma: Why Indian Drugmakers Could Be Entering A New Growth Phase

India's pharmaceutical sector could be entering a fresh growth cycle, driven by rising opportunities in CDMO, generic medicines, and global supply chain diversification. Mihir Vora, CIO, TRUST Mutual Fund, believes the China Plus One strategy continues to benefit Indian CDMO companies, while improving pricing trends and patent expiries of blockbuster drugs are creating new opportunities for generic drugmakers. He also highlights that supply shortages in the US could further support demand for Indian pharmaceutical manufacturers.