Indian Pharmaceutical Sector Eyes Long-Term Growth and Diversification Amidst US Tariff Challenges
AI-Generated Summary
Amit Varma of Quadria Capital predicts long-term growth for India's pharmaceutical and diagnostics sector despite short-term pain from US tariffs. He advises Indian pharma players to diversify away from the US market and focus on innovation, specialized APIs, biologics, and specialty drugs. Varma also highlights the positive impact of digitization and government policies on the sector's trajectory.
In a nutshell
This analysis provides an expert's strategic roadmap for the Indian pharmaceutical industry, suggesting that US tariffs, while disruptive, present an opportunity for market diversification and accelerated innovation. It underscores the sector's resilience and adaptability in navigating global trade challenges.
Source: NDTV Profit
