Indian Pharmaceutical Sector Navigates US Tariff Uncertainty with Strategic Adjustments
AI-Generated Summary
A Systematix Research report indicates the Indian pharmaceutical industry faces significant uncertainty due to US tariffs, necessitating strategic responses like price increases, site transfers, and IP transfers. Despite stabilizing raw material prices and exploration of new growth avenues, first quarter earnings were weak, with US market margin pressures. Companies are cautiously evaluating inorganic growth and focusing on OTC platforms to counter these challenges. The sector is positioning for long-term growth despite near-term hurdles.
In a nutshell
This report highlights the critical strategic shifts Indian pharmaceutical companies are undertaking to adapt to complex global trade dynamics and maintain competitiveness in key markets like the US.
Source: The Economic Times