
The U.S. announced a 100% tariff on branded and patented pharmaceutical imports from October 1, 2025, impacting India's "pharmacy of the world" status. This move, aimed at boosting U.S. manufacturing, threatens India's significant export revenue, which reached nearly $9 billion to the U.S. in FY25. While India's strength in generics provides a buffer, the situation highlights the need for diversified partnerships and domestic reforms to mitigate risks from reliance on imports, particularly APIs from China.
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