Companies with higher exports are likely to benefit due to the rupee depreciation against the US dollar.
Lack of fresh prescriptions drags growth in acute therapies
According to Icra research, domestic API manufacturers have an inventory of one-two months
Volume growth in the domestic market had turned negative in the last two months but was a big growth driver in July
Domestic companies are investing heavily to build a pipeline of specialty and complex drugs
Domestic pharma companies enjoy a 77% share of the Indian pharma market, and this share has been consistently above 74% in the past four years or so