Quote on the Pharma Sector 26th September 2025 by Ajit Mishra, SVP, Research, Religare Broking
Below the Quote on the Pharma Sector 26th September 2025 by Ajit Mishra, SVP, Research, Religare Broking
"The latest US move to slap a 100% tariff on branded and patented pharmaceuticals has shaken up the global pharma sector, especially for Indian drugmakers. While the announcement stirred sharp falls in pharma stocks, the actual impact for now is focused on branded, patent-protected medicines—most Indian exports are generics, which remain exempt. Still, the uncertainty around future policy shifts keeps nerves on edge. For India’s pharma giants, this is a wake-up call to strengthen supply chains and explore US-based manufacturing, even as the sector’s core strength in affordable generics continues to support global healthcare"
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Quote on Weekly market by Mr. Jyoti Prakash, Managing Partner, Equity and PMS, AlphaaMoney
