Pharma (Big Impact)
No additional reciprocal tariff
IMPACT-POSITIVE
Sun Pharma - Largest Indian pharma company : ~35% U.S. revenue.
Dr. Reddy's ~40-45% of revenue from U.S. generics.
Cipla Ltd. - ~30% U.S. sales
Lupin Ltd. - ~40% U.S. revenue
Aurobindo - ~50% revenue from U.S
Cadila Health (Zydus Cadila) - ~40% U.S. revenue
Glenmark Pharma - ~35% U.S. revenue
Torrent Pharmaceuticals Ltd. - Growing U.S. presence (~25-30% revenue).
Biocon Ltd. - ~30% U.S. revenue