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Only Sun Pharma exposed to some risk, but with minor earnings impact
Millennium Post Delhi
|New Delhi 29September2025
US TARIFFS
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NEW DELHI: The imposition of a 100 per cent 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 per cent of FY25 revenue), HSBC Global Investment Research said in a report.
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