Executive Summary
The geopolitical landscape of pharmaceutical manufacturing is shifting rapidly. Following US policy proposals to levy escalating tariffs—rising to 100 per cent and eventually 200 per cent after 2028—aimed at forcing drugmakers to build manufacturing capacity on US soil, the global generic supply chain faces severe friction. With Indian pharmaceutical companies supplying nearly half of all generic prescriptions consumed in the United States, an optimistic argument has emerged: If top Indian manufacturers face export cost barriers to the US, will they redirect their USFDA-compliant capacity to the domestic market, thereby finally guaranteeing US-grade quality for Indian patients?






