Indian CDMO firms maintain high capex amid margin pressures
after close1 source ↓written by the desknot a recommendation
Indian contract development and manufacturing organisations (CDMO) are set to sustain high capital expenditure through FY27, driven by strong order visibility and improved balance sheets. Despite geopolitical tensions raising concerns over costs, demand remains robust due to better biotech funding and new order wins in late-stage assets. This phase of operational harvesting is expected to enhance capacity utilization and revenue growth.
Not investment advice. For informational purposes only.