Indian Pharma Sector Prepares for US Tariff Uncertainty with Strategic Adjustments
AI-Generated Summary
A Systematix Research report indicates the Indian pharmaceutical industry must implement price increases, and site and IP transfers to mitigate uncertainty caused by US tariffs. The sector is also seeing fluctuating raw material prices and cautious exploration of new growth avenues, including strong demand for CDMO services and GLP-1 opportunities. While Q1FY26 saw mixed earnings with US margin pressures, companies are strategically positioning for long-term growth despite current challenges.
In a nutshell
This report offers critical insight into how a major global pharmaceutical supplier is adapting its business strategies, including pricing and intellectual property management, in response to international trade policies. For our readers, it highlights the complex economic pressures and strategic decisions shaping the future of global drug supply.
Source: The Tribune
