$ABBOTINDIA Leadership across multiple therapeutic categories and a consistently high-quality business model. The company has built a strong franchise in chronic and acute therapies, with 16 brands ranked #1 or #2 in their respective markets and several brands among the largest in the Indian pharmaceutical market. Abbott’s long-standing presence in India, extensive distribution network and strong brand equity create significant entry barriers. More importantly, the company has demonstrated consistent financial execution, with its FY2024-25 annual report highlighting a 10-year revenue CAGR of 9.3% and EBITDA CAGR of 16.9%. The long-term opportunity remains attractive as India’s healthcare spending, diagnosis rates and demand for quality medicines continue to rise. Abbott India is well positioned to benefit from these structural trends through its presence in areas such as women’s health, gastroenterology, metabolic disorders, CNS, vaccines and other specialty therapies. Its focus on premium, established brands provides pricing power and supports healthy margins and return ratios. The company also continues to strengthen its product portfolio and participate in growing healthcare segments. While valuation remains an important consideration, we believe the combination of strong brands, recurring demand, operating efficiency, balance-sheet strength and long-term healthcare growth makes Abbott India a compelling quality compounder for investors with a long-term horizon.

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