As American life sciences companies increasingly diversify away from China, Indian firms report a surge in interest, investment, and strategic partnerships. “Everybody… they all have China-free strategy,” said Vivek Sharma chairman of an Indian producer.
One public company from India recently told investors, “There is a continuing pipeline build of pilot programs deriving from large and medium sized pharma companies as they rebalance their China plus one supply chain networks.”
Another Indian company is scaling up capabilities in advanced areas such as antibody-drug conjugates (ADCs), peptides, and oligonucleotides, including expanding its U.S.-based site. Its CDMO small molecule division grew 49 percent in FY25, driven by late-stage projects and new assets coming online. The company highlights a growing pipeline of over 110 active projects, increasingly involving high-value work for Big Pharma leveraging cutting-edge technologies such as flow chemistry and bio-catalysis.
A third company is investing $120 million toward CDMO and Contract Manufacturing projects, including doubling its fermentation capacity.
A fourth entity is using internal resources to invest $78 million to expand capacity for producing advanced intermediates.
Last updated: December 26th, 2025
