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How Coronavirus affects India's pharma value chains

February 26, 2020 / 06:27 PM IST
How Coronavirus affects India's pharma value chains

PRO Only Highlights
Quarterly performance largely backed by improved realisations
Medium-term triggers China plus and protectionist measures for tyre industry
Valuations not inexpensive; but improved medium-term outlook

Highlights - Hubei a key region to source vitamins, Ibuprofen - Dependence on China very high for antibiotics - A large range of drugs depend on at least one critical input from China - Indian pharma’s value-added model at risk The global dependence on China for key pharmaceutical ingredients, chemical and agri-chemical intermediates is well-known. India is no exception. If we use the trade classification of pharmaceutical products (HS Code: 30), the Indian pharma industry sources about 50 percent of products in volume terms from China. This category...

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