The Power of Focus in Building Companies: Divi's Lab Case Study | Saurabh Mukerjea x Salil Desai
Coffee and Investing with Saurabh Mukherjea
- Published
- October 7, 2026
- Duration
- 25:05
- Summary source
- description
- Last updated
- Oct 25, 2026
Discusses investing.
Summary
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 — …
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Show notes
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 t
Themes
- investing