Anti-TB APIs (Isoniazid, Rifampicin)
$0.10 bnAnnual import
25%Indian capability
5,300Supplier concentration (HHI)
₹800 crTo localise
Why India imports it. China controls KSM for isoniazid; India has TB programme scale.
Why it matters. India has 27% of global TB cases.
Can India localise it? Yes - 3-4 years.
Where it comes from. China (70%), India (25%), Italy (5%).
Scorecard
The ten indices
CMDI 67.75Dependency
LPI 60Localisation potential
IAI 66.25Investment attractiveness
SRI 69Supply risk
SCI 50Supply-chain complexity
TRI 40.75Technology readiness
IMI 66.5Industrial multiplier
NSRI 59.75National-security relevance
EPI 65.25Export potential
ICGI 59.75Capability gap
Who makes it
Manufacturers
In India
Lupin LtdMacleods Pharmaceuticals
Global leaders
Huaheng ChemicalChangzhou Pharma
On the ground
Localisation projects
- Bulk Drug Park - Hyderabad (Telangana)
Intelligence
Related signals
Sources
Primary references
Confidence: Reasoned estimate. Reasoned estimate. Part of Techadyant Labs' Critical Manufacturing Dependencies (Edition I).