New Delhi: The US government's recent decision to impose a 100 percent tariff on imports of branded and patented pharmaceutical products starting October 1 is not expected to significantly impact most Indian drugmakers, according to analysts. While Sun Pharma faces exposure to some headline risk but with limited earnings impact.

Last week Medical Dialogues team had reported that companies that have already started building drug manufacturing plants in America will be spared from the tariff. According to Trump, pharma firms that have “broken ground” or are “under construction” with new U.S. drug production facilities will not fall under the tariff plan.

Among Indian companies, only Sun Pharma has sizeable sales from patented drugs in the US (about 17% of 2024-25 revenue), HSBC Global Inv

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