Market Focus Shifts to Pharma and Defense Stocks Amid Tariff Announcements and Major Contracts

Pharmaceutical stocks face potential headwinds following US President Donald Trump's announcement of a 100% tariff on imported branded and patented drugs effective October 1, 2025. The policy exempts only companies building manufacturing plants in America—a MOVE that could reshape global supply chains.

India's defense sector gains momentum as Hindustan Aeronautics Ltd secures a ₹62,370 crore contract for 97 Light Combat Aircraft. Deliveries will commence in 2027-28, marking a six-year production timeline that promises to bolster the nation's aerospace capabilities.

Unified Data-Tech Solutions Ltd lands a ₹27.61 crore order for software licensing and integration services, while Supreme Petrochem Ltd commissions new ABS compounding lines with 20,000 TPA capacity—demonstrating continued industrial expansion despite macroeconomic uncertainties.