Pharma Exports

Improved market access and zero tariffs under the India-UK trade agreement are expected to lift Indian pharmaceutical exports to over $980 million in FY27

India's pharma exports hit a record in FY26 but growth slowed as US demand weakened; vaccines, bulk drugs and diversification into EU and Africa supported gains

Indian pharmaceutical exports stood at nearly USD 29 billion up to February this financial year registering a growth of five per cent compared to the same period last year, a top official said on Saturday. K Raja Bhanu, Director General, Pharmaceuticals Export Promotion Council of India (PHARMEXCIL) said the sector, currently valued at approximately USD 60 billion, is projected to grow to USD 130 billion by 2030. "Inspite of global challenges, pharmaceuticals exports have been one of the few sectors that has maintained its growth momentum. Pharmaceutical exports during the period AprilFebruary FY26 stood at USD 28.29 billion, reflecting a growth of 5.6 per cent compared to the same period in FY25 led by formulations, biologicals, vaccines and Ayush products," he said. The official further said the exports reached USD 30.47 billion in FY 202425, reflecting a growth of 9.4 percent year on year despite global pricing pressures and trade volatilities..

French drugmaker to commit €15 million annually to SPC development and exports for cardiometabolic and venous diseases

At Pharmexcil's 2025 AGM, industry leaders stressed a shift from volume-led growth to quality, sustainability and market diversification as India's pharma export strategy looks ahead to 2026

Weighting of domestic demand-driven sectors surges; 'sunrise' stocks leap ahead

Data shows India's paracetamol exports to the US are modest, accounting for less than one per cent of API shipments, despite global attention on the Tylenol controversy

Trump's 100% tariffs on branded drugs will spare Indian generics, though analysts see exposure for Sun Pharma, Biocon and Aurobindo, with Jubilant Pharmova set to benefit

The index tracking domestic pharmaceutical stocks hit a low of 21,390 and then recouped some losses to end at 21,507

As trade tensions escalate under Donald Trump, India finds itself in the crosshairs once again. Donald Trump's proposed duties target two of India's biggest export sectors - pharmaceuticals and copper

India's pharma exports saw a significant rise in March, driven by fears of impending US tariffs. Industry experts anticipate impact of potential reciprocal tariffs on India's future export strategy

The pipeline is expected to be robust, and the company expects to do well in the human health and animal health CDMO divisions in Q4FY25E and in FY26E, according to analysts.

Sun Pharma is now preparing to launch the drug in US markets after facing legal issues since November 2024

Exports to the US grew 14% in April-February FY25

President Trump has said tariffs on pharmaceutical and semiconductor imports will be announced shortly, as the US imposes a 27% duty on all imports from India

India has also surpassed the US in the number of FDA-registered generic manufacturing sites

Pharma stocks fell on Friday on concerns of tariff on imports

India's pharma exports are expected to double to USD 65 billion by 2030 and touch USD 350 billion in value terms by 2047, moving to top five position globally by diversifying its product basket, according to a report. While India is the largest supplier of generic drugs globally, accounting for one in five generic drugs sold worldwide, the nation ranks 11th in terms of export value. As per the Bain & Company's report, 'Healing the World: Roadmap for Making India a Global Pharma Exports Hub', India can potentially secure a position among the top five nations in export value by 2047 by innovating and diversifying its export basket to include specialty generics, biosimilars, and innovative products. The findings in the report were formulated in collaboration with Indian Pharmaceutical Alliance (IPA), Indian Drugs Manufacturers' Association (IDMA), and Pharmexcil. "The transition from volume-based to value-led growth is essential for Indian pharma to secure its rightful place in the ..

Industry also working to pump up business in Africa and Russia, regions battling geopolitical crises

Brokerages maintain add/buy rating on the stock