Why Carlyle Sees Drugs as an Entry Point

When Ozempic began changing how the world lost weight, most slimming companies panicked. But VLCC didn’t. Backed by Carlyle, it’s opening more clinics than ever before.

 Because to Carlyle, Ozempic isn’t a threat—it’s just another doorway into India’s beauty economy. 

In this episode, we look at how VLCC’s new owners are turning an existential challenge into expansion, why its products are taking a back seat to real estate, and what the future of India’s weight-loss industry looks like in the age of GLP-1 drugs.

Tune in.