India

Pharmaceutical Industry: Finger on the Pulse


  • Shift towards specialty pharma/innovator drugs: While India is primarily a branded generics market (90%), it is imperative that it enters the innovator/specialty pharma space. With the increasing margin pressures that the generics business has been lately witnessing, it is important that the players focus on niche therapeutic categories like oncology, dermatology, diabetes amongst others and have at least a couple of innovator drugs in their portfolio
  • Consolidation and mega mergers: In the last half a decade, there has been a distinct evolution in the various strategic alliances that have happened. While earlier alliances were restricted to product/geographic expansion or vertical integration, there have been numerous pipeline, licensing and co-marketing deals that the industry has witnessed. The recently announced Sun Ranbaxy deal could potentially open the doors to some mega mergers in the industry leading to a scenario wherein only the "big fish" dominate the space
  • Compliance and regulatory framework: Regulatory framework will continue to tighten its noose - effective compliance will form part of the core strategy for the pharma players, going forward. With the increasing stringency of the Food and Drug Administration (FDA) around Good Manufacturing Practices (GMP), there would be a considerable focus around state-ofthe- art high quality manufacturing facilities. While there can be limited strategic responses to pricerelated regulations (Drug Price Control Order), cost discipline, i.e. "cutting the flab" will be a key focus area
Despite shakeups here and there, the pharma industry has always been a blue eyed boy of the investors. This has been adequately reflected by the salary and rewards trends in the industry.

Salary Increases Mirror the Growth Story
The salary increases for the pharmaceutical industry have been higher than that of the overall industry for a decade which is a result of the higher growth that the industry has seen when compared to the overall GDP growth rate. For the period 2009-13, the GDP growth rate has been 6% while the pharma industry has grown by 20% (domestic growth at 18% and exports have grown by 26%). This possibly explains why pharma has sustained the spot of being the industry with the highest salary increase. This is compounded by the fact that traditionally it has been associated with lower base pay, and the recent years have seen a catch up momentum. The pharma industry has witnessed the highest net addition of jobs across the years to support the consistent growth rate - most of these additions have been in sales and as a result, the junior management has seen the highest salary increases across all levels of management.

Salary Trends for Indian vs. Multinationals: In Line with their Strategies
The Indian organizations which are on a massive global expansion spree are observed to be heavily investing in getting high quality talent for their top management and lead the foreign players by at least more than 10% in terms of Total Cost to Company (TCC). This also showcases their efforts in getting leaders who can lead the transformational changes the Indian players are going through.
The foreign multinationals were observed to pay higher at the junior and middle management cadre with a 25-30% premium on both Total Cost to Company and Total Fixed Pay over Indian companies. But over the years, with increased war for talent and in their efforts to remain market-competent, Indian companies with a sustainable higher growth rate than multinationals have been making conscious efforts to bridge this gap which has translated into higher overall salary increases for Indian companies vis-à-vis foreign multinationals.

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