Indian Companies Shift Overseas Acquisition Strategy Towards IP, AI and High-Value Assets

Indian companies are increasingly looking beyond traditional expansion when pursuing international acquisitions, with a growing focus on intellectual property, artificial intelligence capabilities, specialised technologies, established brands and access to developed markets.

This shift is illustrated by Sun Pharmaceutical Industries’ acquisition of US-based Organon, valued at $11.75 billion on an enterprise-value basis. Beyond the size of the transaction, the deal reflects how Indian companies are approaching international growth from stronger financial positions and with greater emphasis on acquiring strategic capabilities rather than simply increasing scale.

The broader trend suggests that overseas acquisitions are increasingly being used to strengthen innovation portfolios, gain access to specialised expertise and IP, and accelerate entry into high-value markets. Stronger balance sheets, improved access to financing and favourable valuations have also given Indian businesses greater flexibility to pursue such opportunities.

The development highlights the growing importance of intangible assets and intellectual property in international business strategies, as Indian companies increasingly view acquisitions as a means of securing the technologies, brands and knowledge needed to drive their next phase of global growth.