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Is a golden period coming for API companies and Glenmark Life Sciences? — interview with MD & CEO Dr Yasir
Original: API Companies & Glenmark Life Sciencesకి Golden Period రానున్నదా? | Interview with MD & CEO Dr Yasir
Takeaway
Glenmark Life Sciences runs a 20-year-old high-margin non-commodity API + CDMO business with regulated-market customers and a spotless audit record — structurally better than typical commodity API peers.
Summary
- Glenmark Life Sciences (demerged from Glenmark Pharma): ₹1,886 cr revenue, 30-31% EBITDA margin, ~33% ROCE, FY21 growth 21.7%, FY18-21 CAGR ~16%
- Portfolio is non-commoditised — commodity APIs sell at $50-60/kg vs theirs at $150-1,500/kg; 210 scientists, 15 new projects/year, 15-18 month development cycle
- Sells primarily to regulated markets (US, EU, Canada, Japan, Brazil, Korea); 15+ years clean audit record across 38+ regulator inspections and 400+ customer audits
- Revenue mix: 90.6% generic API + 8.1% CDMO — CDMO focused on end-of-life-cycle leveraging same R&D platform, higher margins, customer-patent benefits
- API differentiation rests on complex chemistry plus complete data package (chemistry/manufacturing/controls), making customers sticky
Glenmark Life SciencesAPIpharma
Original description
What is in for you? 00:00 Introduction 01:20 About Glenmark Life Sciences 07:25 How Glenmark Life Sciences is different from others 11:08 CDMO opportunity 13:46 Concentration Risk 18:18 Rawmaterial Risk 20:34 Opportunity in Peptites Business 24:56 Why your employees are leaving your company? 27:23 Golden Era for API Business 30:29 What investors can expect from IPO? Links to Open Demat & Trading Account with Leading stock brokers in India: Fyers (Life time free offer valid till july 31st) 👉 https://partners.fyers.in/AP0963 Angel Broking (Free): 👉 http://tinyurl.com/y3r42a2x Alice Blue (Free) 👉 https://bit.ly/3q4c70N Upstox 👉 https://tinyurl.com/y8sbw9w8 Zerodha: 👉 https://zerodha.com/open-account?c=ZMPVNW Online లో Easy గా Demat account open చేయడం ఎలా 👉 https://youtu.be/9Pz_ADhR5Q8 You can compare Term Insurance here 👉 https://tinyurl.com/44tp7uor You can compare Health Insurance here 👉 https://tinyurl.com/pgc9dcxc Good Books On Investing & Stock Markets: Learn to Earn: A Beginner's Guide to the Basics of Investing: https://amzn.to/2nm86sn Beating the Street(Peter Lynch): https://amzn.to/2njBUWJ Value Investing & Behavioural Finance(Parag Parikh): https://amzn.to/2njMa19 Common Stocks & Uncommon Profits(Philp Fisher) : https://amzn.to/2XLtg2r The Little Book That Still Beats the Market (Joel Greenblatt): https://amzn.to/3i90z75 One Up On Wall Street (Peter Lynch) : https://amzn.to/31pNFL8 Competition Demystified: A Radically Simplified Approach to Business Strategy: https://amzn.to/3fuupkI The Unusual Billionaires (Saurabh Mukherjea): https://amzn.to/2XLuXNl Coffee Can Investing (Saurabh Mukherjea): https://amzn.to/2Dd5PIg How to Avoid Loss & Earn consistently in Stock Market: https://amzn.to/2o4Xs9H The Intelligent Investor: https://amzn.to/2oMKJZn Bogle on Mutual Funds: https://amzn.to/2o9G5nT Gear we use for Video: Camera : https://amzn.to/2nbkdJ0 Lens: https://amzn.to/2oRANOr Tripod: https://amzn.to/2nlbVya Zoom H1N: https://amzn.to/2nmmqB9 Mic: https://amzn.to/2o8kywc HardDisk: https://amzn.to/2nk9BaE Memory Card: https://amzn.to/2oRBK9t STAY IN TOUCH WITH US FACE BOOK: https://www.facebook.com/moneypurseadv/?ref=bookmarks TWITTER: https://twitter.com/Moneypurseadv INSTAGRAM: https://www.instagram.com/moneypurseadv/ Thanks for watching.. Team Money Purse "Music: www.bensound.com"