Sun Pharma

Fresh Trump tariffs, what is at stake for Indian pharma, and the playbook to survive

Imported generics have so far managed to escape Trump’s glare likely due to their critical role in keeping US healthcare costs in check. However, Indian pharma is not waiting for the axe to fall, and experts say a multi-pronged defence strategy by key players is already in motion.

What does the new US tariff salvo mean for Indian pharma?

The diktat could be positive for local generic drug companies

Buyl Sun Pharma; target of Rs 1960: Motilal Oswal

Motilal Oswal is bullish on Sun Pharma recommended buy rating on the stock with a target price of Rs 1960 in its research report dated September 23, 2025.

How Sun Pharma’s diverse business is helping it overcome US FDA curbs on manufacturing plants

Exports from Halol manufacturing plant continue to be restricted

Pharma stocks fall up to 2% as Trump threatens steep tariffs on drug imports

The US government has long sought to shift pharmaceutical manufacturing back to domestic soil, citing both economic and national security concerns.

Buy Sun Pharma; target of Rs 1960: Motilal Oswal

Motilal Oswal is bullish on Sun Pharma has recommended buy rating on the stock with a target price of Rs 1960 in its research report dated July 31, 2025.

Sun Pharma Consolidated June 2025 Net Sales at Rs 13,851.40 crore, up 9.47% Y-o-Y

Sun Pharma shares tumble 4% post-Q1 results; should you buy, sell or hold?

Brokerage Investec downgraded Sun Pharma shares by two notches to 'sell' while Choice Equity Broking gave an 'Add' rating

Pharma stocks slump as Trump shoots letters to 17 global drug majors seeking lower prices

Trump's letters to 17 of the world’s biggest pharmaceutical majors has stated that companies should immediately lower charges for existing drugs, and furnish guarantee that future medicines be launched at par with what other countries are paying.

Sun Pharma Standalone June 2025 Net Sales at Rs 5,601.96 crore, up 24.54% Y-o-Y

Sun Pharma Q1 Preview: Earnings likely to rise on India, specialty strength; margin impact from new launches

Sun Pharmaceuticals share price: India business is expected to grow 10 to 12 percent YoY, driven by volume gains, in-licensing deals, and new launches.

Sun Pharma Q1 PAT seen up 8.4% YoY to Rs 3,132.7 cr: ICICI Securities

Net Sales are expected to increase by 5.2 percent Y-o-Y (up 7.7 percent Q-o-Q) to Rs 13,628.1 crore, according to ICICI Securities.

Sun Pharma shares rise 2% as US patent settlement clears path for Leqselvi launch; Morgan Stanley remains overweight

Sun Pharma share price: Morgan Stanley projects Leqselvi sales at $61 million for FY26 and about $83 million for FY27.

Aurobindo Pharma, Dr Reddy's, Lupin, other pharma stocks tumble up to 3% amid tariff jitters

'A renewed push for 'Buy America' could complicate matters for low-margin generics, and any uptick in regulatory stringency may weigh on sentiment,' said an analyst.

Indian pharma companies sit on record cash pile, set sights on acquisitions

In FY25 alone, the cash pile increased by over Rs 10,200 crore, underscoring a decisive shift in the capital allocation priorities of India’s drugmakers

Pharma stocks sharply tumble as Donald Trump says 'pharma tariffs coming very soon'; Granules, Lupin, Laurus Labs fall up to 4%

Pharma stocks: The Nifty Pharma index plunged nearly 2% to close as the top sectoral loser after Trump's statement.

Chart of the Day: How Sun Pharma outperformed Indian market under the incoming MD

Kirti Ganorkar will succeed founder Dilip Shanghvi as managing director (MD) of the company

Sun Pharma shares sink following eight observations from US FDA, UBS maintains 'buy' call

Sun Pharma bagged eight observations from the US-based regulatory agency US FDA, following an observation at its Halol plant in Gujarat.

Sun Pharma announce major leadership shake-up, names Kirti Ganorkar as MD, Shanghvi steps into executive Chairman Role

As Executive Chairman, Shanghvi will focus on strengthening Sun Pharma's high-growth specialty portfolio and will provide strategic oversight for the company's long-term strategy.

Buy Sun Pharma; target of Rs 2000: Motilal Oswal

Motilal Oswal is bullish on Sun Pharma recommended buy rating on the stock with a target price of Rs 2000 in its research report dated May 23, 2025.

Sun Pharma Q4 net profit declines 19% to Rs 2,154 crore, firm declares Rs 5.50 dividend

The company's board has declared a final dividend of Rs 5.50 per share for the FY25, while 7th July 2025 is fixed as the record date.

Indian generics likely insulated from Trump's drug pricing order, but Sun Pharma faces pressure

Analysts said that the US President Trump’s latest executive order on drug price control could indirectly discourage Indian drug makers from pursuing specialty business in America.

What does Trump’s MFN clause mean for the Indian pharma landscape?

The new regulation appears to be less disruptive for the Indian generics; may impact those having exposure to speciality/patented portfolios

Trump’s drug pricing regulation: How does it impact Indian pharma?

Pharma players working on speciality/patented portfolios could be impacted more

Buy Sun Pharma; target of Rs 2400: Emkay Global Financial

Emkay Global Financial is bullish on Sun Pharma has recommended buy rating on the stock with a target price of Rs 2400 in its research report dated April 10, 2025.