Generic (off-patent) drugs remain exempt from US tariffs, hence there is no impact for other Indian companies.
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The imposition of a 100% tariff by the US on imports of branded and patented pharmaceutical products starting October 1 may not significantly hurt Indian drug makers, with Sun Pharma being exposed to some headline risk but with limited earnings impact, according to analysts.
Among Indian companies, only Sun Pharma has sizeable sales from patented drugs in the US (about 17% of 2024-25 revenue), HSBC Global Investment Research said in a report.
The US last week announced the imposition of a 100% tariff on branded or patented drugs entering the United States from October 1, except for pharmace