Synopsis:

US tariffs put Sun Pharma in focus, but proactive measures and a diversified manufacturing strategy may help mitigate potential risks.

The recent US decision to impose tariffs on imported patented drugs has raised concerns over the impact on Indian pharmaceutical companies. While most Indian firms are likely to remain largely unaffected due to their reliance on generics, Sun Pharmaceutical Industries could face notable pressure given its significant exposure to innovative therapies in the US market. Investors are now evaluating how the new trade measures may influence earnings visibility and valuation multiples for the company.

Goldman Sachs On Sun Pharma

In its latest note, Goldman Sachs indicated that the new tariffs are unlikely to severely affect Indian pharma firms,

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