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Domestic pharma companies following the CRAMS (custom manufacturing and contract research) model have in the last six months evinced much investor interest with the stock prices of these companies registering stronger gains as compared to the large caps such as Ranbaxy, Dr.Reddy's, Cipla, Sun Pharma and GSK Pharma. In this write-up, we shall take a look at what potential this model holds and the challenges going forward.
Orchid Chemicals & Pharmaceuticals (OCP) is mainly into the manufacture of bulk drugs, formulations and nutraceuticals. The company is the largest manufacturer and exporter of cephalosporin bulk drugs in India and is amongst the top five producers in the world. OCP recently announced its September quarter results. The company has emerged as a preferred choice for Cephalosporin bulk drug, and is reaping the benefits of the same. The company reported a 45% growth in topline and a robust 153% botto