Sep 19, 2026 · 18 min · 7 segments
Two PE firms with two different playbooks are building, what is probably, the next generation of Indian pharma platforms. In the final episode of my conversation with Anil Fernandes, we step back…
I think that's a very, very important point that you're making that, you know, you need to focus on processes.
But I think the confounding factor here is the speed, you know, because the runway is very small, very small.
And so I think this is a reengineering, not just from a financial point of view, But every single part of the organization has to work in a very, very different level of urgency and very, very sharp.
So that's a very, very interesting difference that you highlighted about how this is different from the other mergers that we've been looking at or acquisitions.
You know, and so that brings me to a very interesting point, you know, a thought that comes into my head about do you see a scenario where these platforms might kind of halt their acquisitions for some time or, you know, we may not kind of just go Gang Ho acquiring brands and organizations left, right and center, maybe do it as a two company platform, three company, you know, for the Warburg platform, they've got Koye and Manish, so they've got three companies already.
And so, you know, would you see any of that rate of acquisitions getting affected because of the things that you just said?
I think that's a very, very important point that you're making that, you know, you need to focus on processes.
But I think the confounding factor here is the speed, you know, because the runway is very small, very small.
And so I think this is a reengineering, not just from a financial point of view, But every single part of the organization has to work in a very, very different level of urgency and very, very sharp.
So that's a very, very interesting difference that you highlighted about how this is different from the other mergers that we've been looking at or acquisitions.
You know, and so that brings me to a very interesting point, you know, a thought that comes into my head about do you see a scenario where these platforms might kind of halt their acquisitions for some time or, you know, we may not kind of just go Gang Ho acquiring brands and organizations left, right and center, maybe do it as a two company platform, three company, you know, for the Warburg platform, they've got Koye and Manish, so they've got three companies already.
And so, you know, would you see any of that rate of acquisitions getting affected because of the things that you just said?
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