Indian Pharma Sector Adapts to US Tariff Uncertainty with Strategic Adjustments
AI-Generated Summary
The Indian pharmaceutical industry is responding to US tariff uncertainty by implementing price increases and strategic transfers of intellectual property and manufacturing sites, according to a Systematix Research report. While raw material prices are correcting and new growth avenues like CDMO and GLP-1 opportunities are being explored, Q1 FY26 saw mixed earnings with US generics facing margin pressures. Despite near-term challenges, the sector is strategically positioning itself for long-term growth.
In a nutshell
This analysis highlights the proactive measures Indian pharmaceutical companies are taking to mitigate geopolitical and economic pressures, showcasing their adaptability in a complex global market. It also underscores the ongoing challenges in key export markets like the US, necessitating strategic shifts in operations and product focus.
Source: The Hindu Business Line
