印度制药业的增长面临美国市场挑战. Indian pharma growth faces pressure from US market challenges.

印度制药业预计将在心脏病,抗糖尿病和瘤药物需求的推动下实现强国内增长.市场同比增长12%. India's pharmaceutical sector is projected to see robust domestic growth driven by demand for cardiac, anti-diabetic, and oncology drugs, with the market expanding 12% year-on-year. 美国的仿制药市场持续面临挑战, 包括价格侵蚀和gRevlimid等关键药物的销售下降. However, overall earnings face pressure due to persistent challenges in the US generics market, including pricing erosion and declining sales of key drugs like gRevlimid. 尽管国内的领导者如Sun Pharma和Dr Reddy表现良好,但预计这将导致EBITDA利率下降至23.1%并使净利下滑. This is expected to drive a decline in EBITDA margins to 23.1% and a drop in net profit, despite domestic leaders like Sun Pharma and Dr Reddy's performing well.