Pharma Select Tracker

Pharma Select Tracker

by Green Portfolio

Invest in India's booming pharma sector, where cost efficiency meets global export dominance.


About the smallcase

The Indian pharma industry has grown at a CAGR of 8% over the past five years, now valued at $50 billion. It's projected to reach $130 billion by 2030 with a CAGR of 10.7%. India supplies 20% of global pharma volumes and 70% of vaccines, with FDA approval success rate of over 93% for Indian drugs. 


This growth and India's potential to lead globally are key reasons for curating this portfolio.


Right To Win


  • Pharma is a $1.4 trillion industry globally & India’s share in this is expected to increase with the competitive advantage of Indian drugs strengthening its global position and boosting exports
  • India already exports over 50% of its domestic output and is the medical tourism capital of the globe.
  • Manufacturing costs in India are 30% lower than in the US, & R&D more cost-efficient than in 90% of developed markets.
  • Lower production cost + competitive advantage + growing scope = Indian pharma being the next big thing. 


About Our Portfolio 


  • This portfolio taps into India’s booming pharma sector, featuring 10-12 top companies. We’ve identified key opportunities in export-oriented companies with many approved APIs and active R&D. 
  • This portfolio benefits from the super-high FDIs in pharma & Government incentives, like increased funding for bulk drug parks and 100% Greenfield investment, further bolstering the sector.


Pharma Select by Green Portfolio is a limited portfolio ideal for investors looking to take concentrated positions in high-growth sectors like pharmaceuticals.


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