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Jul 09, 2023
Aditya Khemka: We are seeing price and margin trends improving in API, hospitals and diagnostics: Aditya Khemka
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Can you just broadly tell us that what are the price trends in pharma, not stock price trends but the industry trends in terms of whether generic formulations, API where are the cycles moving? What is happening to India and what is happening globally? What I find intriguing is how you are talking about one should be looking at pharma and you are comparing hospitals to branded apparel retail. What is the rationale here? Hospitals have a very different way in where things move. There is insurance angle, there is a profit sharing angle with the doctors, the capex is insanely high. So can we really compare them? And there is no e-commerce by the way.