Sun Pharmaceutical Industries hit a new 52-week low of ₹1,548 during midday trading on September 26, 2025, falling 2.96 percent to ₹1,579.20 as investor sentiment soured following U.S. President Trump’s announcement of a 100 percent tariff on branded pharmaceuticals. The stock experienced significant selling pressure, with over 5.2 million shares traded, generating a turnover of ₹827.93 crore by 12:50 PM.
In contrast, Cipla demonstrated greater resilience, declining by only 0.87 percent to ₹1,496.60, with trading volumes at 1.72 million shares worth ₹256.73 crore. The stock found support above the ₹1,475 mark, notably above its 52-week low of ₹1,335.
Market analyst Ankit Patel from Arunasset Investment Services provided insight into the potential impact of the tariffs. “The 100 percent tariff on branded and patented drugs serves as a protectionist measure targeting multinational firms importing high-value medicines to the U.S.,” Patel stated. He highlighted that approximately 85-90 percent of India’s pharmaceutical exports to the U.S. consist of generics, which are not directly affected by this tariff.
Patel noted that both Sun Pharma and Cipla have established manufacturing facilities in the U.S., which may offer them some protection under an exemption clause. “Prominent Indian companies like Sun, Cipla, Dr. Reddy’s, and Lupin operate facilities in states such as New Jersey, New York, or Louisiana, which provides them with a degree of leverage,” he remarked.
Patel concluded that while the tariff pressure would primarily impact large pharmaceutical companies, Indian generic manufacturers could be less affected, though specialty product segments may encounter challenges.
