This pharma stock has the Highest ROE in the last 5 years!

This pharma stock has the highest ROE in last 5 years | Stock analysis

In this episode of Groww TV, we decode the business behind medicines — quite literally. Ever taken a tablet without noticing the real ingredient behind the relief? There’s a reason why the world is looking at India when it comes to the building blocks of pharmaceuticals.

At the center of this story is Supriya Lifescience, a Mumbai-based company that focuses on manufacturing Active Pharmaceutical Ingredients (APIs) — the core chemical compounds that power everything from painkillers to anti-allergy meds. With over 40+ APIs across major therapeutic segments, Supriya exports to 120+ countries, playing a crucial role in global pharma supply chains.

But what truly sets the company apart? It’s their backward integration, regulatory strength, and ability to manufacture advanced intermediates in-house — something few players in India do. With recent capacity expansion, including a new facility in Ambernath and a massive upgrade at their Lote Parshuram site, Supriya is moving beyond APIs and stepping cautiously into the CDMO/CMO space.

To make sense of all this, we’re joined by Mr. Tushar Bohra, Co-founder and Fund Manager at MK Ventures, and Partner at Invexa Capital. With over 17 years of experience in equity markets and a strong academic background from IIM Calcutta, Tushar brings nuanced insights into what makes Supriya Lifescience’s model compelling — and what investors should be watching out for.

We also explore the broader Indian pharmaceutical landscape, challenges from global competition (especially China), and the factors that will shape the future of this industry.

Timestamps:
0:00 - Disclaimer
0:05 - Introduction
2:04 - Outlook of the Industry
3:54 - Supriya Manufacturing Facilities
5:01 - How does Supriya position itself?
7:31 - Supriya: Differentiations and Strength
9:50 - Why are realistaion higher in regulated market?
13:16 - What improves margins?
18:16 - What is China Plus One strategy?
20:17 - Key monitorables for Supriya
23:39 - Future of Supriya Lifescience
28:58 - Outro

#GrowwTV #SupriyaLifescience #PharmaStocks #TusharBohra #StockAnalysis #APIs #CDMO #Investing #IndianMarkets #FinancialEducation

RA disclaimer link: https://groww.in/p/sebi-research-anal...

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Research Analyst disclaimer: https://groww.in/p/sebi-research-anal...

Name of the research analyst: Aakash Baid
Name of narrator: Aleena Rais
Report date: 15 May 2025