Sun Pharma, Aurobindo Pharma, other stocks in focus as Trump exempts India from 100% tariffs on some speciality drugs
Sun Pharmaceutical is in focus.
29 Sept 2026 · Economic Times Markets, ET Stocks
Indian pharma stocks, including Sun Pharma and Aurobindo Pharma, are in focus after the US exempted India and 19 other countries from 100% tariffs on certain patented specialty pharmaceuticals and ingredients. Eligible products include rare-disease drugs, gene and cell therapies, and infertility treatments. Generic medicines remain outside the Section 232 tariffs.
The analysis
Sun Pharmaceutical reported movement of 100%. Those are the figures as filed — what moves the price is how they sit against what the market already expected, not their absolute size.
Against that, the stock is -1.2% on the day at ₹1,783.00, and has returned -6.2% over three months. It sits 11% below its 52-week high. The pharma & healthcare sector has moved -0.7% over the same period, so Sun Pharmaceutical is running 5.5 points behind its peers.
For Sun Pharmaceutical, the question is how much of this is already reflected in the price and how much re-rates the pharma & healthcare peer set alongside it.
Market context
- The company directly in focus is SUNPHARMA.
- Sector exposure: Pharma & Healthcare.
In this story
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