Sun Pharma shares down by more than 2% after Trump tariff hit

Sun Pharma’s shares are the top loser at Nifty 50 at this time. At 11:20 a.m. IST, 26^th September, 2025, its stock price is down by 2.85%, trading at Rs 1,581.10. Nifty 50 index is down by 0.54% at this time.

US imposes 100% tariff on branded and patented pharmaceutical products

The stock is losing today after US President Donald Trump imposed a 100% tariff on all branded and patented pharmaceutical products entering America. This new tariff will come into force from October 1^st, 2025. Companies that have their manufacturing plants in United States or have started work on constructing their plants in USA will be exempt from this tariff.

Sun Pharma sells some branded products in the US market

As per the announcement, the new tariff covers only branded and patented pharmaceutical products. They exempt generic products. Most Indian pharmaceutical companies export only generic products to the US market. But Sun Pharma sells some branded medicine products in the US market. So the adverse impact of this new tariff may be higher on Sun Pharma than on other Indian pharmaceutical companies. The US market contributed around 31% to the consolidated revenue of Sun Pharma in FY 25. Some of the branded products of Sun Pharma in the US market are Cequa, Winlevi, Odomozo etc.

Sun Pharma also has a manufacturing plant in US. It is located in New Jersey and is operated by its subsidiary, Ohm Laboratories.

Sun Pharma’s stock has underperformed in 2025

Year-to-date in 2025, Sun Pharma’s shares have lost 16.39%. In this period, Nifty 50 index has gained 4.27%. The stock has underperformed the Nifty 50 index by more than 20%, this year.

Disclaimer : This content is only for informational purpose. It does not make any recommendation to act or invest.

Source: NSE