23 Sep 2025 | 5 Mins Read

India's generic pharma faces US tariff uncertainty

Flipitmoney

India's pharmaceutical sector, particularly generics, supplies 45-50% of all US generic drugs, underscoring its dominant position. Despite the US temporarily exempting Indian generic drugmakers from tariffs, ongoing Section 232 investigation raises uncertainty. Larger Indian players like Lupin, Cipla, and Sun Pharma are relatively better positioned to weather tariff-related headwinds.