The cost of Dolutegravir in India rose by 0.27% in September 2025 due to higher export rates of Chinese API combined with depreciation of the rupee leading to higher cost of imports. Price of Dolutegravir experienced upward effects due to restocking by buyers coupled with good export demand. Production capacity run through the Production-Linked Incentive Scheme remained sound with API self-sufficiency levels at about 70% for essential drugs like Dolutegravir. The industrial clusters of Hyderabad showed a state of normalcy with regular logistics efforts made to smooth disruptions. Dolutegravir demand remained stable in the wake of a substantial HIV burden carried by India, coupled with its usage in national ART requirements. New demands period was noted to be slow. Adequate inventories on hand and healthy supply routes-maintained equilibrium in the market. In the latter part of October, a good increase in the price of Dolutegravir is anticipated because of a renew demand for restocking both from domestic and foreign markets levels. Healthy supply conditions and expected demand growth are expected to strengthen the fundamentals of the market thus strengthening the firm requirement for Dolutegravir in antiretroviral therapies.
In India’s rapidly changing pharma scene, Dolutegravir has found itself playing a real key role in HIV treatment - particularly when it comes to antiretroviral therapies. Despite all that's changed since the start of October, the price of Dolutegravir in India has actually remained high throughout the month - up 0.3% from September - and that’s mainly because of a mix of increased raw materials costs and higher demand both domestically and abroad. As this medication continues to be a crucial part of national health plans, market watchers are keeping a close eye on these trends.
The reason for the price hike in September for Dolutegravir was that Chinese API prices went up a bit - and that had a direct knock on effect on Indian manufacturers import costs. But despite all these problems, thanks to the support of the government, Indian manufacturers were able to keep Dolutegravir production going steadily.
In September 2025, the raw materials needed for Dolutegravir saw an increased in Chinese market. China was exporting these materials at a higher price; even as other APIs saw downward trends which declined the prices. Then there were those pesky exchange rate fluctuations which meant Indian manufacturers were facing even higher import costs. However, Indian production remained strong - helped by a government scheme which had allocated a fair amount of budget to pharmaceuticals and was keeping output going in important drugs like Dolutegravir. This scheme has been keeping production going in all sorts of areas where other manufacturers might have been struggling - so that’s one thing going right for Dolutegravir supply chains. And with the government pushing the goal of 70% self-reliance in key APIs, that meant imports weren't getting any more expensive. There was a bit of a lull in Dolutegravir stock levels after they got low, but that turned out to be a short-term problem that’s since been sorted out. Dolutegravir’s major production hub reported no problems with manufacturing, and all that new investment from the PLI scheme has really helped create more consistent supply chains. All of these different factors combined had the effect of making Dolutegravir prices go up a bit - but thankfully that’s also a sign of the production going pretty well to balance out price hikes with policy-driven resilience.
On the demand side Dolutegravir has been selling steadily so far in September 2025 - and that’s due to steady orders coming from the pharma sector. Manufacturers reported steady order volumes for Dolutegravir - including for any related antiretroviral innovations - and that steady demand is being driven by the growing number of people in India who need Dolutegravir to treat HIV - and it’s one of the main medications in many national treatment plans. However, a few new orders, which suggests that demand = might be losing some of its previous momentum. Suppliers have been sitting on healthy inventory levels, so manufacturers haven't been in a desperate rush to get more stock in - which has kept things stable in the market. The supply chains have been running smoothly, and as a result, deliveries are turning up on time. Even with all the broader economic worries out there, Dolutegravir sales have been stable along with the strong focus on keeping treatment affordable and getting access to medication out to more people. All of this has created a steady market and the outlook for this medication remains steady.
Going forward in 2nd half of Oct, prices are expected to go up as per market experts. Market buyers will start restocking with fresh inventory as per production cycle. Improved procurement and stable supply will support firm market fundamentals for the upcoming weeks. Dolutegravir demand will increase, and prices will go up. As Dolutegravir is part of chronic therapy, this is a proactive market response to global and domestic pressures and will shape up the antiretrovirals in short term.
