Indian pharma leaving generics era behind, but the Street hasn't caught up yet: Nandan Kulkarni

Indian pharma is shifting from generics to innovation. This transformation, extending to 2035, is creating significant new opportunities. Companies are investing in advanced research and development. Global regulatory changes favor Indian players. The market is not yet fully recognizing this innovation pivot and the quality of talent driving it. GLP-1 drugs and supply chain diversification also present substantial growth potential.