Tradepoint21
February 20, 2025 at 02:49 AM
🚨 Trump’s 25% Tariff on Indian Pharma – What It Means for Our Pharma Giants! 💊📉
The U.S. has proposed a 25% import tariff on pharmaceutical products, and Indian drugmakers—who supply 40% of America’s generic prescriptions—are in the crosshairs! 🇮🇳➡️🇺🇸
🔹 Biggest U.S. Revenue Exposure
📊 Dr. Reddy’s, Aurobindo Pharma – 46%
📊 Lupin – 37%
📊 Cipla – 28%
🔹 Projected Earnings Impact (10% Tariff)
📉 Dr. Reddy’s – 🔻6.5%
📉 Zydus Lifesciences – 🔻6%
📉 Aurobindo – 🔻5.5%
📉 Lupin – 🔻4.5%
📉 Cipla – 🔻4%
💡 What This Means:
📌 Indian pharma stocks could take a hit if the tariff goes through!
📌 U.S. drug prices may rise as supply chains get disrupted.
📌 Companies might expand to other markets or set up U.S. plants to avoid tariffs.
🌍 The global pharma landscape is shifting fast! What are your thoughts on this move? Drop a comment below! 👇💬