Pharma Stocks Ka Dhamaka: US-India Trade Deal Se Tariffs Ghatne Par Share Bhage!

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AuthorAnanya Iyer|Published at:
Pharma Stocks Ka Dhamaka: US-India Trade Deal Se Tariffs Ghatne Par Share Bhage!
Overview

Arre bhai, suno! India aur US ke beech ek mast trade deal hui hai, jismein pharma exports par jo **50%** tak tariffs lagti thi, woh ab sirf **18%** ho gayi hai. Is news ke aate hi Nifty Pharma index mein **2.96%** ki toofani tezi dikhi, aur kai pharma shares ne toh bhagte bhagte record bana diya.

US-India Trade Deal Ka Pharma Sector Par Asar

Yeh jo tariff reduction hua hai na, iska toh seedha fayda pharma companies ko ho raha hai, especially jo US market mein zabardast kaam kar rahi hain. Aaj toh Nifty Pharma index subah 9:28 AM tak 2.96% tak chad gaya tha. Aurobindo Pharma aur Wockhardt toh 5% se bhi zyada bhag gaye! Baaki bade players jaise Divi’s Laboratories, Piramal Pharma, Dr. Reddy’s Laboratories, Sun Pharma, aur Mankind Pharma bhi 3% se upar gaye, aur Glenmark Pharma, Zydus Lifesciences, Alkem Laboratories, Lupin, aur Biocon bhi 2% se zyada badhe hain. Compare karein toh overall Nifty index bhi 2.75% badh kar 25,778.45 points par pahunch gaya tha.

Brokerage Views: Kya Kehte Hain Experts?

Ab brokers kya bol rahe hain? Axis Securities ka kehna hai ki yeh tariff cut Indian pharma companies ke liye, khaas kar US market mein 30% se 40% revenue wali companies ke liye bahut bada positive hai. Yeh jo 700 basis points ka cut hai na, isse export costs kam honge aur US ke competitive generics market mein price ki ladai mein help milegi. Unka toh andaaza hai ki agar kisi company ka 35% revenue US se aata hai, toh Ebitda margins mein 100-200 basis points ka sudhaar ho sakta hai. Aur EPS (Earnings Per Share) toh 8-10% tak badh sakta hai! Matlab, jo US mein prices 5-7% tak kam honge, woh wahan daily 3-5% jo price erosion hota hai, usko bhi counter kar denge.

Kaunsi Companies Hain Beneficiary?

Toh kaun kaun hai is race mein sabse aage? Dr. Reddy’s Laboratories, Aurobindo Pharma, Lupin, Cipla, Sun Pharma, Zydus Lifesciences, aur Divi’s Laboratories jaisi companies jinhe US market mein aachi reach hai, woh is deal se sabse zyada fayda uthayengi. CDMO aur API companies ko bhi indirect fayda milega, par un par direct impact shayad thoda kam ho. Yaad hai pehle US 50% tak tariffs laga raha tha, aur kabhi kabhi toh 100% tak ki baatein bhi ho rahi thi pharma par? Ab yeh deal ek tarah se sab tensions ko kam kar rahi hai. Interesting baat yeh bhi hai ki is deal mein India ne Russian oil kharidna band karne ka bhi commitment diya hai. Kuch bade players ki market cap bhi dekh lo: Sun Pharma ₹3,90,827 Cr, Aurobindo Pharma ₹68,198 Cr, Lupin ₹99,619 Cr, Divi’s Labs ₹1,58,020 Cr, Dr. Reddy’s Labs ₹98,695 Cr. Overall, ye ek bahut achha development hai Indian pharma sector ke liye!

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