Pharmaceuticals Financial News

Donald Trump exempted pharmaceuticals, one of New Delhi's key export items to the US, from the new reciprocal tariffs rule on Thursday. «Some goods will not be subject to the Reciprocal Tariff. These include: (1) articles subject to 50 USC 1702(b); (2) steel/aluminum articles and autos/auto parts already subject to Section 232 tariffs; (3) copper, pharmaceuticals, semiconductors, and lumber articles; (4) all articles that may become subject to future Section 232 tariffs; (5) bullion; and (6) energy and other certain minerals that are not available in the United States,» the White House said in a factsheet. The US market accounts for 30% of overall exports for India’s pharma sector.

Subscribe to enjoy similar stories. Pfizer in 2019 sold $20 billion of drugs in the U.S. Its federal tax bill? Zero.

GLP-1 drugs gain traction despite cost and safety concerns, Mumbai-based gut health startup The Good Bug has introduced ‘Metabolically Lean’, a GLP-1-based formulation designed to help manage weight naturally. The startup claims that, unlike injectable drugs such as Ozempic and Mounjaro, which can have side effects, its solution is a non-invasive formula that naturally boosts the GLP-1 hormone level to suppress appetite and support metabolism. What is GLP-1?

Mayuresh Joshi, Head Equity, Marketsmith India, says Trump’s announcements are on everybody's mind, but if this lingers on with the absolute stance that president Trump has reiterated and that continues in a rhetorical fashion for the next few weeks without any negotiations on the table across a lot of different economies, we are going to see a lot more volatility in the equity markets. Joshi says Trump will bring a lot of countries on the negotiating table over the next few weeks and a few sectors like pharmaceuticals might not get the brunt as the markets are fearing. So, pharma, which has got beaten down as far as US exports are concerned, might have a respite in terms of Indian exports and should show a smart bounce. What is the overriding thought in the Indian markets right now about Liberation Day and what could really be brought in the worst fears that market men are contending with right now? Mayuresh Joshi: Two things, there is huge uncertainty of what will come through and therefore how the rhetoric in terms of the Trump tariff plan gets implemented, which sectors are probably going to get affected, and how are countries going to get taxed is going to be the foremost important facet that the markets will probably look at.

Renuka Chowdhury on Wednesday moved suspension of Business Notice in Rajya Sabha to discuss the impact of US Tariffs on India which are slated to come in effect from today. Expressing concern over the tariff, Renuka Chowdhury moved the notice to discuss India's policy to counter the impact on economy.

global trade landscape, and to maximise its position in trade realignments, it must strategically defend its key sectors while leveraging shifts in global supply chains, said Brad Staples, Chief Executive Officer of APCO Worldwide. Answering exclusive questions of ANI, Staples said, «India must fast-track its bilateral trade negotiations, „Fast-tracking Free Trade Agreements (FTAs) and ensuring a stable, predictable trade environment will enhance India's appeal as a trusted global trade partner.“ The US is increasingly using tariffs as a strategic tool; it imposed 25 per cent duties on steel and aluminium and recently extended the same 25 per cent tariff to imported automobiles and automobile parts. It is also considering additional levies on pharmaceuticals and semiconductors. This presents both challenges and opportunities for India's trade landscape.

«India has historically had higher tariffs on US goods than the US imposes on Indian goods. This means India is one of the key targets for Trump’s tariff realignment. The impact could be significant across pharmaceuticals, automobiles, agriculture, and textiles, disrupting billions in trade,” said Ross Maxwell, Global Strategy Operations Lead at VT Markets.

Subscribe to enjoy similar stories. No matter how high the inflation is, their demand is inelastic. No matter how slow the current profit growth is, these companies spend on research and development (R&D) for future growth.

Donald Trump’s tariffs. Some are confident that whatever is announced on Wednesday will not hurt them; others are genuinely uncertain how to manage if they can’t export to the US. The pharmaceutical industry — which is well known globally for churning out generic drugs that are the backbone of many countries’ health systems — should be particularly worried. Over 30% of Indian pharma exports go to the US, and it provides an even larger proportion of earnings. Trump has promised, in the past, that levies on pharma imports would begin at 25%, similar to what he imposed on cars recently. But the president seems to have walked that back more recently, perhaps because the administration is uncertain of the consequences of a sharp rise in the price of off-patent drugs.

salary increments in 2025, with hikes surpassing 10 per cent, according to a report by EY. The report highlighted that despite a slight moderation in salary growth across industries, the digital commerce sector will continue to offer competitive pay increases. It said «the e-commerce sector is expected to witness the highest salary increments, surpassing 10 per cent, driven by the rapid expansion of digital commerce, increased consumer spending and technological advancements».

Nifty, has ended positive seven times in the last 10 years. Nifty’s highest return in April was 14.7% in 2020, during the Covid-induced nationwide lockdown. The next best years were 2018 and 2023, when the 50-stock benchmark gained 6.2% and 4%, respectively.

Indian markets, especially after their strong recovery in March. While experts suggest the impact may be transient, here’s a look at the sectors and stocks most at risk. Additionally, we will explore whether any stocks are immune to this shock.

preferential trade agreement (PTA) into a Comprehensive Economic Partnership Agreement (CEPA), making Chile the first Latin American country to have such a deal with New Delhi. Discussions on CEPA are expected to take place during Chilean President Gabriel Boric Font’s State Visit to India from April 1-5. He will be accompanied by a high-level delegation, including ministers, MPs, senior officials, business associations, media, and cultural representatives. The PTA between India and Chile was signed in 2006 and expanded in 2017. Officials are now looking at tariff and non-tariff barriers to boost trade between the two regions. The target is to double two-way commerce to $100 billion in the coming years. Key sectors for cooperation include automobiles, medical devices, and pharmaceuticals. Chile is India’s fifth-largest trading partner in Latin America. From April to December in FY25, India’s exports to Chile amounted to $860.26 million, mainly consisting of pharmaceuticals and vehicles. Imports were $2.07 billion, with ores, slag, ash, and copper being the primary inbound shipments. Indian trade organizations have been actively engaging with Chile through business summits and trade fairs in sectors such as pharma, apparel, handicrafts, and chemicals. An Indian mining delegation also visited Chile in April 2024 to explore collaboration opportunities in the mining sector.

Shares of Glenmark Pharmaceuticals Ltd.(up 3.98 per cent), Ipca Laboratories Ltd.(up 2.57 per cent), Mankind Pharma Ltd.(up 2.02 per cent), Aurobindo Pharma Ltd.(up 0.59 per cent) and Divi's Laboratories Ltd.(up 0.58 per cent) ended the day as top gainers in the pack.

Mukesh Ambani has retained the top spot on the Hurun India Rich List 2025, despite a dip in his wealth. The Reliance Industries chairman's net worth stands at INR 8.6 lakh crore, down by Rs 1 lakh crore from the previous year. However, he still holds a comfortable lead over rival Gautam Adani, who made significant strides with a wealth increase of 13%, bringing his fortune to Rs 8.4 lakh crore. Adani’s net worth grew by a substantial Rs 1 lakh crore, cementing his status as a formidable force in the nation's business landscape. The race between these two titans of industry has captivated the country’s attention, and their fortunes continue to fluctuate, reflecting both market dynamics and their expanding business ventures.

PLI) for domestic manufacturing of auto components, semiconductors, and electrolysers, have reduced supply chain dependence on external sources and increased the country’s domestic manufacturing capabilities. Additionally, as global supply chains look to diversify their manufacturing and supply sources, the “friendshoring” strategy has provided a strong impetus to India’s manufacturing and export sectors due to its positive trade disposition and deep talent pool. India is revamping its logistics sector by integrating technological solutions like ICEGATE, ULIP, and E-way bills to automate and optimise processes. Digitalisation, augmented connectivity, and cutting-edge innovations such as Radio Frequency Identification (RFID) and Global Positioning System (GPS) are enhancing operational efficiency by providing transparency and reducing costs. A robust logistics sector drives economic integration by connecting regions and enabling seamless trade, which is essential for a strong national economy, allowing India to harness its full potential and achieve sustainable progress. In this context integrated logistics solutions with global connectivity are crucial for enabling emerging businesses to gain market access, scale up and succeed. Supporting emerging businesses with resilient supply chains

Subscribe to enjoy similar stories. India-US trade discussions that kicked off on Wednesday focused on reducing India's tariff levels on goods imported from the US to the same levels as what US levies on such imports from India, two people aware of the talks said. The effort aims to avert US reciprocal tariffs that US president Donald Trump has promised to roll out on 2 April.

Delhi High Court on Wednesday asked Natco Pharma to maintain status quo on the launch of its drug Risdiplam till April 2. Risdiplam is an oral medicine for spinal muscular atrophy in patients two months of age or older. A Division Bench led by Justice Hari Shankar asked Hyderabad based generic drug manufacturer to hold on its hands till it heard the case on April 2. Swiss multinational F. Hoffmann-La Roche AG's had appealed against a single judge order that had refused to stop Natco Pharma from manufacturing Risdiplam in India for the rare disease.

Subscribe to enjoy similar stories. Ahead of implementing reciprocal tariffs on major trading partners, US President Donald Trump announced another trade offensive: countries buying Venezuelan oil and gas would have to pay a 25% tariff on goods exported into the US. India is one of the buyers of Venezuelan oil but its purchases are tiny compared to those of the US and China.

Nifty, traded lower on Wednesday, halting a seven-day rally, as investors took a breather and awaited clarity on impending U.S. tariffs. Barring auto stocks, all sectoral indices were in the red. The BSE Sensex was down 551 points, or 0.71%, at 77,465.56, while the Nifty50 declined 131 points, or 0.55%, to 23,537 around 1:42 pm. In the last seven sessions, Sensex gained 4,189 points, while the Nifty added 1,271 points.

Subscribe to enjoy similar stories. India and the US will outline the terms of their trade talks, discuss a schedule for tariff cuts, and work towards an early harvest deal at negotiations that kick off in New Delhi today, three officials aware of the matter said. A US delegation led by Assistant US Trade Representative Brendan Lynch will discuss trade and tariff matters with Indian officials over three days beginning Wednesday, advancing negotiations conducted virtually since an Indian delegation visited the US.