Policy | August 27, 2025
Indian pharma resilient to US tariffs; Eyes US pricing reform gains: Ind-Ra
The US generic market is crucial for Indian pharma, contributing about 35% to its total revenue, around US$ 10.7 billion
The US generic market is crucial for Indian pharma, contributing about 35% to its total revenue, around US$ 10.7 billion
Upgrades 2025 full-year CDMO sales and margin outlook
During Q1FY26, the company incurred Capex of ~Rs. 48.5 crores mainly towards capacity expansion, backward integration and finished formulation R&D
Record international participation reflects renewed momentum in pharma manufacturing and global sourcing, as easing tariffs fuel growth
In Q4 FY25, our pharmaceutical business reported revenue growth of 20% to Rs 351 crore and EBIT growth of 65% to Rs 55 croe, on QoQ basis
EBITDA before special items decreases to €4.08 billion (7.4%)
Delivers robust earnings performance, successfully navigating a dynamic environment
The Union Budget 2025-26 strengthens India's healthcare sector with an allocation of Rs. 99,858.56 crore, marking a 9.78% rise from Rs. 90,958.63 crore in 2024-25
Finance Minister Nirmala Sitharaman is set to present the full budget for the current financial year on July 23
The DGTR has recommended US $ 3.2 per kg and US $ 3.55 per kg duty on imports
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