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Informist, Friday, Aug. 08, 2025

 

MUMBAI – Shares of pharmaceutical companies are likely to see a sharp decline next week if the US implements tariffs on the import of pharmaceutical products, which are currently exempted from tariffs announced against India. Shares of the company are seen weak even if the US does not announce tariffs, as the June quarter earnings of these companies have shown moderation in growth.

 

Shares of major Indian drug companies such as Sun Pharmaceutical Industries, Cipla, and Dr. Reddy's Laboratories are likely to see a sharp fall in the upcoming weeks due to uncertainties around pharmaceutical tariffs. These companies earn a big part of their revenue from the US.

 

While Trump has threatened over 200% tariffs on pharmaceutical imports, analysts in India are expecting only 15-25% tariffs for the drug companies. Most Indian drug makers are expected to pass on the increased costs to their customers, analysts said. "Trump cannot impose tariffs as high as 200% on pharmacaeutical goods as it will in turn prove to be a bane for the American customers as the companies will increase the product pricing and also look for other alternative markets," said Heet Van, equity research associate at Elara Capital. 

 

Van added that the Indian pharmaceutical market may witness a major shift from its export-oriented business model to a domestic consumption-oriented model soon. However, he sees it as a temporary shift. He added that the ongoing Section 232 investigation by the US on pharmaceutical goods remains to be a concern for the sector. 

 

The Nifty Pharma index is expected to face resistance around 21800 levels and find support around 20900, according to Anshul Jain, head of technical research at Laxmishree Investments and Securities. Jain expects the index to remain weak throughout the next week. The Nifty Pharma index ended over 1% lower at 21402.15 points on Friday. Biocon was the worst-performer in the index and the stock declined nearly 6%. On the other hand, Dr. Reddy's Laboratories gained nearly 1% and was the biggest gainer in the Nifty Pharma index Friday.  

 

TOP HEADLINES

 

* Wockhardt consol net loss widens from year ago to INR 900 million in Apr-Jun
* Analyst Concall: Biocon's growth in FY26 to be aided by new pdt launches
* Sai Life Sciences PAT at INR 604.55 mln in Apr-Jun compared to loss year ago
* Earnings Review: High base, rising expenses weigh on Biocon's Q1 performance
* Biocon to acquire 26% stake in Pro-zeal Green Power Sixteen for INR 14 mln
* Inventory worth INR 450 mln affected by fire accident, says Piramal Pharma
* ICICI Prudential MF pares stake in Gland Pharma to 3.05% from 5.08%
* Earnings Outlook: Exports seen driving up IPCA Labs Apr-Jun net, revenue
* Emcure Pharma Apr-Jun consolidated PAT rises nearly 44% YoY to INR 2.1 bln
* Caplin Point Apr-Jun consol PAT rises 23.3% YoY to INR 1.53 billion
* Zydus Life gets final nod from US FDA for Prucalopride tablets
* Glenmark Pharma US arm settles cases for $37.75 mln, denies allegations
* AstraZeneca Pharma to launch eculizumab drug in India this month
* Analyst Concall: Lupin plans price hike, patent transfer to offset tariffs
* Analyst Concall:Divi's Labs sees FY26 capex at INR 20 bln vs INR 14 bln prev
* Earnings Review: Divi's Labs Q1 PAT, sales rise YoY but miss Street's view
* PRESS: Trump says tariffs on pharma pdts could eventually rise up to 250%
* Earnings Review: Lupin's Q1 PAT exceeds Street's view on robust US sales
* Earnings Outlook: Biocon Q1 PAT seen falling sharply on high biologics base
* Earnings Review: Gland Pharma Q1 PAT beats estimates, margin expands on year
* Gland Pharma Apr-Jun consol PAT rises 49.9% YoY to INR 2.15 billion
* Earnings Review: Alembic Pharma Q1 PAT, sales miss analyst estimates
* Alembic Pharma Apr-Jun consol net profit rises 14.6% YoY to INR 1.5 billion
* Eris Lifesciences Apr-Jun consol PAT rises 41.6% on year to INR 1.18 billion
* Analyst Concall: Aurobindo Pharma's US business strong despite tariff woes
* US FDA tags Cipla's mfg unit in Bengaluru 'voluntary action indicated'
* Earnings Outlook: Alembic Pharma likely to post robust PAT, net sales in Q1
* Earnings Review: Aurobindo Pharma PAT misses view, dn for 3rd straight qtr
* Earnings Outlook: Lupin's Q1 net profit seen sharply up as US sales surge
* Earnings Outlook: Divi's Labs' Apr-Jun revenue seen up, PAT to rise sharply
* HC to hear Dabur, Patanjali toothpaste trade dress case on Dec 5
* Earnings Outlook: Aurobindo Pharma Q1 net profit seen flat on price erosion
* Earnings Outlook: Enhanced manufacturing capacity to boost Gland Pharma PAT
* US FDA ends inspection at Torrent Pharma's Vizag unit with no observation
* US FDA ends pre-approval inspection at Jubilant Pharmova arm's Roorkee unit
* Lupin says didn't get any letter from US govt asking to cut drug prices
* US FDA issues one observation to Granules India arm's Hyderabad unit
* Alivus Life Sciences Apr-Jun PAT rises 9% on year to INR 1.22 billion
* Analyst Concall: Mankind Pharma says to clear all debt by FY28 to boost PAT

 

Following are the resistance and support levels for the stocks for next week as per calculations by Informist based on their prices on the National Stock Exchange:

 

Company	Price	Week-on-Week Change in %	Resistance	Support
Abbott India	32845.00	(-)2.20	33201.70	32421.70
Alkem Laboratories	4764.00	(-)2.80	4918.00	4673.00
Aurobindo Pharma	1042.10	(-)3.50	1082.30	1019.10
Biocon	343.35	(-)10.40	374.70	325.50
Cipla	1485.80	(-)1.10	1501.50	1470.50
Divi's Laboratories	5914.50	(-)7.00	6199.80	5750.80
Dr Reddy's Laboratories	1211.40	(-)0.80	1226.90	1187.70
Gland Pharma	1934.60	(-)2.20	1988.40	1902.80
GlaxoSmithKline Pharmaceuticals	2651.00	(-)9.70	2698.30	2606.30
Glenmark Pharmaceuticals	2019.60	(-)2.30	2083.90	1981.90
Granules India	439.55	(-)2.70	460.20	428.00
Ipca Laboratories	1386.80	(-)4.40	1420.40	1360.00
Laurus Labs	821.85	(-)3.20	849.30	803.90
Lupin	1918.00	2.70	1950.10	1896.10
Natco Pharma	907.80	(-)2.50	965.90	876.00
Pfizer	4993.00	(-)1.20	5084.30	4914.30
Sanofi India	5199.50	(-)6.30	5280.80	5119.80
Sun Pharmaceutical Industries	1586.90	(-)2.60	1611.00	1568.80
Torrent Pharmaceuticals	3573.20	(-)2.90	3641.50	3528.70
Zydus Lifesciences	936.15	(-)1.40	960.10	920.10
Nifty Pharma	21402.15	(-)2.80	21785.00	21184.60
Nifty 50	24363.30	(-)0.80	24676.80	24180.80
S&P BSE Sensex	79857.79	(-)0.90	80835.90	79286.80

 

 

End

 

Reported by P. Madhu Kumar

Edited by Tanima Banerjee

 

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