SUNPHARMA / Q1-FY26 / risks

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Sunpharma · Material risks, their source context, and severity in the latest available quarter.

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PositiveQ1-FY26 · 2025-08-01Back to quarter ↗

Risk intelligence

Material risks this quarter

FDA warning letters at three facilities

Halol, Mohali, and Dadra facilities remain under FDA warning letters, limiting generic approvals and U.S. supply flexibility.

high

Lenalidomide pricing pressure

Generic lenalidomide continues to face pricing erosion, impacting U.S. generic business performance.

medium

Leqselvi and UNLOXCYT launch execution risk

New product launches may face slower-than-expected formulary coverage or market adoption, impacting revenue ramp.

medium

Potential U.S. tariffs on pharmaceuticals

While currently exempt, pharma may face tariffs after the 232 investigation, which could impact U.S. business margins.

medium