Archive · 25 Jun 2025
Goldman Sachs: China+1 Strategy Fuels Indian Pharma Growth
Some companies are starting to move their business from China to India, which could mean more work for Indian pharmaceutical businesses.
Goldman Sachs says this shift is happening, and some companies are already seeing small contracts.
However, the real big money from this change will take a few years.
The United States also wants to buy less from Chinese biotech companies.
Big pharmaceutical companies are making this change happen faster, while smaller companies might take longer.
Indian pharma witnesses benefits from moving away from China.
Companies report RFQs converting into pilot projects and contracts.
Large-scale financial gains from supply chain shifts will take 3-5 years.
The Biosecure Act of the United States aims to reduce reliance on Chinese biotech.
Large pharma companies are leading the shift, smaller ones are hesitant.
- Who
- Goldman Sachs and Indian pharma companies.
- What
- Indian pharma sector benefiting from shift away from China.
- When
- Over the next 3-5 years.
- Where
- India and the US.
- Why
- Due to supply chain diversification and the Biosecure Act.
Chinese Suppliers
Indian Pharma
Supply Chain Strategy
Chinese Suppliers
Reliance on Chinese Suppliers
Indian Pharma
Diversification of Supply Chains
- Analyst
- Goldman Sachs
- Theme
- Geographic supply chain diversification
- Timeline for gains
- 3-5 years
- Key Players
- Syngene, Neuland, Divi's
- Relevant policy
- Biosecure Act of the United States
