Indian pharmaceutical stocks are in focus today after U.S. President Donald Trump announced that pharma tariffs are coming very soon.
According to industry data, companies with the highest U.S. revenue exposure include Alembic Pharma (50%+), Aurobindo Pharma (45%+), and Dr. Reddy’s and Zydus (both 40%). These firms are likely to be the most impacted if tariffs are introduced or raised on pharmaceutical imports from India.
Here’s a quick look at U.S. revenue exposure for key Indian pharma companies:
| Company | % Revenue from U.S. |
|---|---|
| Alembic | 50%+ |
| Aurobindo | 45%+ |
| Dr. Reddy’s | 40% |
| Zydus | 40% |
| Lupin | 34–38% |
| Sun Pharma | 30–35% |
| Glenmark | 30% |
| Cipla | 25–30% |
| Torrent | ~15–20% |
Disclaimer: The information provided is for informational purposes only and should not be considered financial or investment advice. Stock market investments are subject to market risks. Always conduct your own research or consult a financial advisor before making investment decisions. Author or Business Upturn is not liable for any losses arising from the use of this information.
