US Tariff Implementation Delays May Reduce Threat to India’s Drug Supply Chain

The timeline for the tariff’s enforcement gives Indian exporters a strategic buffer. According to Global Trade Research Initiative data, India shipped $9.7 billion worth of medicines to the United States in FY 2024‑25, representing roughly 38 percent of its total pharma export value. With the duty not becoming active until 2028, companies can negotiate longer contracts, diversify markets, or explore joint ventures that mitigate the impact of higher fees.