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Bloomberg Quint

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Image Credit: Bloomberg Quint

Trump Tariffs: Dr Reddy's To Lupin — Pharma Stocks To Be In Focus After Threat Of 200% Levies

  • US President Donald Trump has threatened to impose 200% tariffs on pharmaceutical products, which could significantly impact Indian drugmakers reliant on US exports.
  • Companies like Dr. Reddy's Laboratories, Lupin, and others will be closely monitored as a result of the tariff threat.
  • The Indian pharmaceutical sector faces vulnerability due to high exposure to US markets, with companies like Gland Pharma and Aurobindo Pharma having revenue exposure of around 50%.
  • If the tariffs are imposed, it could have a considerable impact on US consumers as India supplies approximately 40% of all generic drugs used in the country.

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