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Markets by Zerodha Hindi
Приєднався 14 вер 2024
Aapka go-to channel, business aur finance ki duniya mein latest news janne ke liye (आपका गो-टू चैनल, बिज़नेस और फाइनेंस की दुनिया में लेटेस्ट न्यूज़ जानने के लिए)
Everything you need to know about India’s Pharma sector | Markets by Zerodha Hindi
The Indian pharmaceutical sector is the third-largest globally and is often referred to as the "Pharmacy of the World"!
In this video, we will discuss the generic drugs segment, the current performance of the pharma sector, growth opportunities, and the challenges it faces.
Here's what we'll cover:
- How the pharma sector's value chain differs from other industries.
- The process before a drug is manufactured, including production and sales & marketing.
- The importance of APIs (Active Pharmaceutical Ingredients) in drug manufacturing.
- Key trends such as import dependency, regulatory changes, and innovation.
- The impact of USD 251 billion worth of drugs going off-patent and how Indian pharma companies can benefit.
This video will provide valuable insights for those who understand this industry or are interested in learning about it!
Timestamps
00:00 - Intro
02:21 - Pharma Industry- Value Chain
07:56 - Structure of India’s Pharmaceutical Industry
22:02 - Future of Pharma Sector in India
Sources:
Pharma market size: pharmaceuticals.gov.in/sites/default/files/English%20version%20of%20Annual%20Report%202023-24.pdf
Frost and Sullivan report on contract manufacturing: sailife.com/files/investors/frost-sullivan-industry-report.pdf
Avendus report on domform: www.avendus.com/india/reports/73
PLI information on pharma: sansad.in/getFile/annex/262/AU181.pdf?source=pqars
Solara Pharma con call transcript: www.bseindia.com/xml-data/corpfiling/AttachLive/b29a992d-d676-4e46-a1e4-d1623da7cd2f.pdf
Jan Aushadhi price chart: janaushadhi.gov.in/Data/PMBJP%20Product.pdf
EY report on pharma innovations: www.ey.com/content/dam/ey-unified-site/ey-com/en-in/insights/health/documents/ey-oppi-report-reimagining-pharma-and-healthcare.pdf
Indian government’s report on off-patent drugs: pharmaceuticals.gov.in/sites/default/files/FINAL-An%20analysis%20on%20leveraging%20the%20patent%20cliff.pdf
Note: This video is for educational purposes only and does not constitute financial advice.
In this video, we will discuss the generic drugs segment, the current performance of the pharma sector, growth opportunities, and the challenges it faces.
Here's what we'll cover:
- How the pharma sector's value chain differs from other industries.
- The process before a drug is manufactured, including production and sales & marketing.
- The importance of APIs (Active Pharmaceutical Ingredients) in drug manufacturing.
- Key trends such as import dependency, regulatory changes, and innovation.
- The impact of USD 251 billion worth of drugs going off-patent and how Indian pharma companies can benefit.
This video will provide valuable insights for those who understand this industry or are interested in learning about it!
Timestamps
00:00 - Intro
02:21 - Pharma Industry- Value Chain
07:56 - Structure of India’s Pharmaceutical Industry
22:02 - Future of Pharma Sector in India
Sources:
Pharma market size: pharmaceuticals.gov.in/sites/default/files/English%20version%20of%20Annual%20Report%202023-24.pdf
Frost and Sullivan report on contract manufacturing: sailife.com/files/investors/frost-sullivan-industry-report.pdf
Avendus report on domform: www.avendus.com/india/reports/73
PLI information on pharma: sansad.in/getFile/annex/262/AU181.pdf?source=pqars
Solara Pharma con call transcript: www.bseindia.com/xml-data/corpfiling/AttachLive/b29a992d-d676-4e46-a1e4-d1623da7cd2f.pdf
Jan Aushadhi price chart: janaushadhi.gov.in/Data/PMBJP%20Product.pdf
EY report on pharma innovations: www.ey.com/content/dam/ey-unified-site/ey-com/en-in/insights/health/documents/ey-oppi-report-reimagining-pharma-and-healthcare.pdf
Indian government’s report on off-patent drugs: pharmaceuticals.gov.in/sites/default/files/FINAL-An%20analysis%20on%20leveraging%20the%20patent%20cliff.pdf
Note: This video is for educational purposes only and does not constitute financial advice.
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Love your video ❤
very good video
Next sector = IT PLSS
Excellent video Shantanu, deep research and beautifully explained. Keep up the good work and all the best for a fruitful journey ahead.
Thank you so much 💯
Could you please analyse the chemical sector.
Will definitely look into it
Thank you for simple explanation
:) Glad you liked it
Awesome
Thanks!!
Can you make a video on the power sector of India and specially renewable sector.
GREAT CONTENT. CAN YOU PLEASE MAKE A SERIES OF VIDEOS ABOUT RISE OF PHARMA GIANTS LIKE SUN PHARMA, DIVIS ETC. THANK YOU
Thank you. Will definitely consider
Superbb video... thank you
Thanks!
Appreciate you and Your team Great analysis 👍
Thanks
Very nice sector analysis.. thank you
Thank you :)
IT Sector
Noted. Will consider
Can you do perticular stock analysis also
We definitely can. Which ones do you want to know more about
@marketsbyzerodhahindi supreme industries Polycab Kei wires Top pharma companies Auto two wheeler companies
You are so much better than the other guy
Good Going Sir!
Thanks!
Excellent primer
Thank you :)
Very Nice video Sir.
Thanks :)
Appreciate the incredible research and efforts to present through this video which was not only informative but also engaging and well structured.
Thank you 💯💯
Excellent inputs, thanks.
Thanks!
thanks
You're welcome! :)
Cover semiconductor and data centre sector in India
Noted. Will consider
I never comment on any videos , but this video pushed me to hats off your research & hardwork...Kindly continue with your videos amazing content
Thanks ♥️💯😃
@marketsbyzerodhahindi Real estate dept is also one sector you can consider
Very nice and informative
Thanks! :)
Sir plz aur videos banao , excellent video ever
Thank you!
Super capsule : keep up the good work . Looking forward to more such research
Thanks :)
bhai plz auto ancillaries pa videp plz
Will definitely consider
Awesome insights. It'll help people a lot.
Thanks. That’s the intent 🫡
Indian luxury market and jewellers sector can you make video
your sector and industry explanations are simply the best
Thank you so much 😃😃
Bhai aap petrolium ko to bhul hi gaye
Simply Beautiful! Thank you so much.
Thanks 🙏🏽✌🏻
Love it... Detail oriented technical analysis... Large molecules like peptide, Oligoneucleotide, Protec will be future so Aurobindo, DRL, Cipla, Alembic doing really well in this field so for long term this stocks will benefited. Unlike other sector Pharma depends on R&D majorly, Regulations & Capex also.
Thanks
Great Video from Team Zerodha..Nicely explained..👍👍..👏👏..
Thank you 🤩
This is one of the most detailed analysis I have watched which have been made in the context of the Indian Pharma Industry.
Thanks 😃
very well documented video learnt a lot keep it up. can u also please make a video on Transportation & Logistics Industry.
Thank you. Will definitely consider 😬
Abrasive Plastic White goods sector
Zerodha is putting very good efforts to publish daily videos. This is very helpful to understand each industry
Thank you :)
Very informative 🎉
Thanks
4:34 UPSC ke success rate se bhi kharab hai ✍️🔥
🙈😂✌🏻
मग लगाओ पैसा ऐसे कंपनी में जो हर सेकंद हजारो टन का प्लास्टिक कचरा बना रही हैं.environmental sustainability के मामले में ऐसी कंपनिया दुनिया मे सिर्फ प्लास्टिक का कचरा निर्माण कर रही है.
Great explanation. Well done team. Keep it Up 👍👍
Thank you! :)
THANK YOU ❤
Most welcome 🤩
Please share on Upcoming Data Protection Act Impact on Business who will beneficiary
Appreciate you and your team 🙏
Thank you :)
Great research video, every retail investor should watch, please upload such videos on Banking, FMCG, RETAIL, Telecom, Defense sectors also. Please create videos on momentum investing also.
Thank you!! 🤩 Means a lot to me, personally. Always wanted to create something like this.
Hello sir From where you download the EY report I searched on its website in the insights section but couldn't get it
Added in the description
@marketsbyzerodhahindi yeah I know I am just asking how to get or download other report from the firm
Great content
Thanks
Good
Thanks
much awaited video thanks for making this.
Glad you enjoyed it!😍