Pharma industry applauds GST reforms for lowering medicine prices and easing working capital pressures.
The tax tweak is expected to boost India’s pharma competitiveness globally.
However, concerns remain over inconsistent tax treatment for Active Pharmaceutical Ingredients (APIs).
Industry experts underscore the need for balanced reform to avoid export bottlenecks.
The dual reaction signals optimism for cost gains but caution about policy gaps.
Medicines becoming more affordable may raise overall healthcare demand.
Pharma may see margin benefits if API policies are resolved swiftly.
Investors may look for stability in API taxation as a risk monitor.
Stocks like Cipla, Sun Pharma could gain if reforms translate to vo
lumes.
Headlines blend optimism with policy nuance—great for pharma-focused narr
atives.