Stockrabit · Analysts
Questions across 2 calls

Sanjay Kohli

Gold Stone Capital

Cipla Limited

Neuland Laboratories Limited

Neuland Laboratories Limited CC-Sep24.pdf · 2024-11-06
So just please indulge with me because I'm a new person in this industry. Post -COVID, we had about 3 years now. And if we take the second wave also in 2021, there would have been a significant addition to API capacity in India. So , I just wanted to get a bit of the macro landscape over here. And I mean, it's been great for the Americans to throw this Biosecure Act and get a large number of additional capacity globally for APIs. When does this sort of begin to get commoditized? And what are the Chinese doing to protect their turf?