India, Sept. 29 -- The U.S. is introducing a sharp split in pharmaceutical tariffs, with certain patented drugs facing a 100% duty while selected specialty medicines can qualify for 0% tariffs. With India included among the eligible jurisdictions, the move could create a different impact across Indian pharma companies. In this article, we look at which listed Indian pharma stocks have exposure to the specialty segments covered by the exemption and how relevant the opportunity could be.

US Pharma Tariff Split: What Has Changed? The U.S. has introduced a two-tier tariff structure for pharmaceutical imports, creating a major distinction between patented medicines and selected specialty drugs. From September 29, 2026, certain patented pharm...