Indian Pharma Sector Strategies to Counter US Tariff Uncertainty: Report
AI-Generated Summary
A Systematix Research report indicates that the Indian pharmaceutical industry needs price increases and site/IP transfers to navigate US tariff uncertainty. Despite challenges like margin pressures in the US market and weak anti-infective demand, companies are cautiously exploring new growth avenues, including GLP-1 opportunities and inorganic growth. While Q1FY26 saw mixed earnings, the sector is positioning itself for long-term growth.
In a nutshell
This report highlights the dual challenge and opportunity for the Indian pharma sector: adapting to immediate global trade pressures while strategically investing in future growth areas. The recommended strategies underscore a necessary shift towards greater resilience and value capture amidst a volatile international landscape.
Source: Lokmat Times
