Saurabh Mukherjea on finding hidden gems in pharma & FMCG ancillaries
“The whole space around supplying basic industrial chemicals to the pharma companies, to the processed chemicals industry and similarly supplying inputs for the FMCG industry. I call these pharma ancillaries and FMCG ancillaries. That industry is consolidating. In these spaces, one or two monopolies are emerging and we have been trying very hard to identify them. Paushak in specialty chemicals is one.”