The Power of Focus in Building Companies: Divi's Lab Case Study | Saurabh Mukerjea x Salil Desai

Podcast: Coffee and Investing with Saurabh Mukherjea · Marcellus Investment Managers

Opublikowano: 2026-10-07

Divi's Laboratories could enter a market worth more than $800 billion tomorrow. It has the chemistry. It has the customers. It has refused for 35 years.Saurabh Mukherjea and his co-author Salil Desai, Marcellus' Head of Research, on why that refusal is the first trait in their new book, The Art of Enduring.Divi's makes active pharmaceutical ingredients — paracetamol is the API, Crocin is the tablet built around it — and supplies roughly 70% of the world's dextromethorphan. It will not make the tablet, because the companies that do are its customers, and it has said so in print since its 2007 annual report. From...