Pharma Industry

Trump's 200% tariffs on imported generic medicines to test India's edge

Imported generics to remain tariff-free for two years; industry doubts US can build a cost-competitive manufacturing ecosystem within the transition period

US proposal to impose tariffs on generic medicines could impact India: GTRI

The proposed steep tariffs announced by the US on generic medicines could significantly affect India's largest pharmaceutical export market, economic think tank GTRI said on Wednesday. However, it said that the impact is unlikely to be uniform. "Many Indian generic medicines sell for seven to ten times less than branded alternatives. Even after a 100 per cent tariff, many products could remain cheaper than branded medicines, meaning much of the additional cost would likely be passed on to US healthcare providers, insurers and patients rather than immediately eliminating Indian exports," it said. It added that the greatest pressure is expected to fall on higher-value generic formulations and branded generics, where manufacturing in the United States could become commercially viable. "The proposed tariffs could significantly affect India's largest pharmaceutical export market," Global Trade Research Initiative (GTRI) founder Ajay Srivastava said, adding that India should also reduce

Q1FY27 pharma preview: Domestic growth cushions US-led pressure on earnings

Hospitals and diagnostics are expected to outperform in Q1FY27, driven by capacity additions, improving utilisation and higher patient volumes despite pressure on margins

Lupin spins out 2 cancer drug programmes into US-based Kaveri Therapeutics

New company to raise capital for global clinical trials; Lupin to retain significant equity stake and provide seed funding

Fat-loss drug sales in India loses steam after early spike from generics

The slowdown marks a sharp deceleration from the initial rush that followed the expiry of semaglutide's patent in March

As India expands QR tracking, pharma industry looks to AI for quality

While expanded traceability aims to curb counterfeit medicines, industry says predictive manufacturing could help reduce NSQ drugs

CCI clears pharma firms, trade bodies in 14-year-old antitrust case

The antitrust watchdog rejected its Director General's findings, ruling there was no evidence of anti-competitive agreements involving stockist appointments or new drug launches

Aurobindo Pharma gets US FTC nod for $250 million acquisition of Lannett

Aurobindo Pharma on Monday said its arm Aurobindo Pharma USA, Inc has received approval from the US Federal Trade Commission (FTC) for its USD 250 million acquisition of Lannett Company LLC. The transaction, valued at USD 250 million on a cash-free, debt-free basis and inclusive of normalised working capital, is expected to close before the end of this month, Aurobindo Pharma said in a regulatory filing. Lannett, a Pennsylvania-based generic pharmaceutical company, specialises in the development and commercialisation of a diversified portfolio of complex, non-opioid controlled substances, the filing said. The acquisition will significantly expand Aurobindo USA's product offering in this segment while adding a US-based manufacturing facility to its network, it added. "This acquisition represents a highly compelling strategic and financial opportunity for Aurobindo USA. It accelerates our revenue growth, strengthens our US-based manufacturing capabilities, and enhances our position i

Indian pharma's next prescription: Specialty drugs, not just generics

Indian drugmakers are reducing reliance on US generics, turning to specialty medicines, biosimilars and emerging markets to drive sustainable growth

Biopharma entering innovation power decade, says Bernstein report

Brokerage says India should focus on specialty medicines and incremental innovation rather than copying Big Pharma's new-drug discovery model

Zaynich antibiotic: How Wockhardt created India's first FDA-approved drug | Pharma Industry

For decades, India excelled at making affordable generic medicines. But creating a brand-new drug from scratch remained a rare achievement. Now, Wockhardt has made history with Zaynich

Piramal Pharma to stay away from generic GLP-1 race amid global rush

Piramal Pharma is avoiding the crowded GLP-1 peptide market, focusing instead on niche therapies and specialised manufacturing to drive CDMO growth in FY27

Govt approves price hike for cancer drugs amid nationwide shortage

Clears way for higher rates for Cisplatin and Carboplatin amid supply crunch

India's GLP-1 market enters slower growth phase after semaglutide surge

After a near fourfold expansion driven by generic semaglutide launches, India's GLP-1 market is showing signs of moderation as patient onboarding growth slows

Torrent Pharma Q4 profit falls 27% to ₹364 cr due to exceptional item outgo

Torrent Pharmaceuticals Ltd on Friday reported a 27 per cent decline in profit after tax to Rs 364 crore in the fourth quarter ended March 31, 2026, impacted by exceptional items outgo. The company had posted a net profit of Rs 498 crore in the corresponding period of the preceding fiscal, Torrent Pharmaceuticals said in a statement. Total revenue from operations in the fourth quarter of FY26 stood at Rs 4,197 crore as against Rs 2,959 crore in the year-ago period, it added. The company had exceptional items outgo of Rs 66 crore in the quarter, as per the regulatory filing. The board has recommended a final dividend of Rs 9 per equity share of a face value of Rs 5 each. The pharma company's India business revenue stood at Rs 2,215 crore, up 43 per cent, in the quarter, while the Brazil revenue came in at Rs 455 crore, up by 30 per cent. Revenue from the US business stood at Rs 396 crore, up 31 per cent year-on-year, Torrent Pharma said. For FY26, net profit increased to Rs 2,138

Sun Pharma posts Q4 profit of ₹2,714 crore on strong specialty drug demand

India's largest drugmaker reported stronger-than-expected quarterly profit as growth in specialty medicines offset weakness in US sales

Dr Reddy's Q4 results: PAT down 86% at ₹221 crore, revenue drops 11.51%

Drugmaker Dr Reddy's Laboratories Ltd on Tuesday reported an 86 per cent dip in consolidated profit after tax at Rs 221.3 crore in the fourth quarter ended March 31, 2026 hit by lower generics sales in North America. The company had posted a profit after tax of Rs 1,586.7 crore in the corresponding quarter previous fiscal year, Dr Reddy's Laboratories Ltd said in a regulatory filing. Consolidated total revenue from operations in the fourth quarter stood at Rs 7,546.4 crore as against Rs 8,528.4 crore in the same period a year ago, it added. Revenue from generic drugs in North America in the quarter was down 51 per cent at Rs 1,756.2 crore as compared to Rs 3,558.6 crore in the year-ago period. On the other hand generics revenue in India grew 20 per cent at Rs 1,566.3 crore as compared to Rs 1,304.7 crore in the corresponding period a year ago, the company said. Similarly, generics revenue in Europe grew by 14 per cent to Rs 1,452 crore from Rs 1,275 crore in the year ago period.

Emcure Pharmaceuticals Q4 results: Profit jumps 28%, revenue up by 16%

The rise in profits was attributed to the robust performance in international markets and growth in new launches from Emcure's in-house portfolio

Sun Pharma bets on Organon front-end to drive global growth, efficiencies

Sun Pharma sees its Organon acquisition as a platform to expand globally, boost in-licensing, and improve long-term efficiencies through a stronger commercial front-end

Sun Pharmaceutical acquires US-based Organon in $11.75 billion deal

Combined entity to have revenue of $12.4 billion; enters biosimilars big league