India’s pharmaceutical sector is a global powerhouse, ranking third in production volume and supplying 20% of the world’s generic medicines. In 2023–24, the sector’s turnover reached ₹4,17,345 crore, with annual growth exceeding 10% for five years. Recent data show 7.8% year-on-year growth in April 2025, driven by strong demand and new products.
Nifty Pharma declined by 416 points (1.81%) to 21,639.85, following reports that US President Donald Trump plans to impose pharma tariffs soon. The announcement triggered export disruptions, pressuring Indian pharmaceutical stocks and dampening sentiment across the sector.
Pharma stocks experienced heightened volatility after U.S. President Donald Trump announced a new wave of tariffs in early April. His statement on unprecedented tariff levels triggered a sharp decline in pharma shares, reflecting investor concerns over potential disruptions to exports and profitability in the sector.
Trump’s July 9 deadline for imposing tariffs has raised concerns, even though the pharma sector was initially excluded from reciprocal duties. With no clarifying updates from the US administration, uncertainty persists. The latest announcement is expected to create significant pressure on pharma stocks amid trade tension fears.
Trump’s early exit from the G7 summit sparked speculation about a possible Israel-Iran ceasefire, which he firmly denied, criticizing French President Macron for suggesting it. Instead, Trump hinted at a larger plan. His latest statement on pharma tariffs followed this clarification, keeping investors watchful.
Here are the pharma stocks under pressure after US President Donald Trump plans to impose pharma tariffs soon;
| Company Name | CMP | Decreased % |
| Sun Pharmaceutical Industries Ltd | 1,653.10 | 3 |
| Aurobindo Pharma Ltd | 1,110.00 | 4 |
| Natco Pharma Ltd | 871.50 | 3.42 |
| Divi’s Laboratories Ltd | 6,530.00 | 2.36 |
| Cipla Ltd | 1,503.90 | 1.51 |
| Glenmark Pharmaceuticals Ltd | 1,653.00 | 1.81 |
| Granules India Ltd | 496.00 | 4 |
Written by Abhishek Singh
