Indian pharma sector needs price hikes, site and IP transfers to tackle US tariff uncertainty: Report
AI-Generated Summary
A Systematix Research report identifies price increases, site, and intellectual property transfers as crucial strategies for the Indian pharmaceutical industry to navigate uncertainty from US tariffs. The sector faces margin pressures in the US and weak domestic anti-infective demand, despite stabilizing generic API prices and correcting raw material costs. Companies are actively exploring new growth avenues like CDMO and GLP-1 opportunities, alongside cautious inorganic growth. While recent earnings were mixed, the industry is strategically positioning itself for long-term growth amidst these near-term challenges.
In a nutshell
This analysis highlights the complex strategic shifts required for the Indian pharmaceutical industry to mitigate the impact of global trade policies, particularly US tariffs, and to capitalize on emerging market opportunities. It underscores a critical need for adaptive business models, including supply chain adjustments and focused innovation, to ensure sustained growth in a volatile international landscape.
Source: Livemint
