In the first half of August, Dolutegravir prices experienced a marginal rise as a result of heightened demand from the downstream sector along with improved procurement activity. In late July, the plant shutdown deterred output which ultimately strained supply and rolled up prices. Industry specialists believed there would be a modest increase of Dolutegravir prices for the remainder of August given consistent demand and stable levels of trade inventory.
In the Indian market, the Dolutegravir price increased slightly during the 1st half of August 2025, following a slight increase in July. This bullish move was primarily backed by strong demand as well as crunching supply which were captured in the price levels. Due to improved industrial activity and stable procurement patterns, the prices of Dolutegravir increased along with the demand.
As per ChemAnalyst analysis, several factors contributed to a bullish sentiment in the Indian Dolutegravir market in July. Amongst the factors was the rise in the cost of production leading to the rising prices on the market. In addition, the appreciation of the US dollar against the Indian currency increased the importation expenses, hence, leading to increased domestic prices of Dolutegravir.
Also, continual plant closure of major manufacturing sites in China led to low availability of imports, creating an even more strained supply situation on Indian Dolutegravir importers, adding increased upward pressure to the supply shortage. In India, a temporary decrease in operation output was observed in July due to several production units undergoing maintenance and shut-downs, causing a slight constriction in the local supply.
Domestic demand for Dolutegravir held steady, and a lack of new overseas inquiries contributed to overall market activity remaining flat. Still, suppliers increased prices just a bit in an effort to improve profits in the wake of modest supply constraints and cost pressures from domestic inflation. On a positive note, India's Industrial growth showed a slight increase in demand from downstream end-use sectors. Again, inflated input costs continue to rise at a higher pace in July, and overall output prices rose moderately, creating a gradual increase in cost inflation overall. Manufacturers experienced a modest increase in orders, supported by some recovery in industrial activity and steady offtake trends from downstream end-use clients. Meanwhile, relatively balanced inventory conditions at the supplier end hampered any meaningful need for restocking, thus preventing any general uptick in restocking activity. At the same time, smooth supply chain operations lead to timely orders for clients therefore sustaining the pace of procurement.
The price increase of Dolutegravir was observed consecutively in July as well as first half of August owing to the high cost of import, depleted inventory, and increasing demand.
Experts anticipate, Dolutegravir prices likely to continue rising in the Indian market in 2nd half of August. This gradual increase in prices of Dolutegravir will occur as demand remains steady from downstream buyers. Also, the normalization of inventory levels is also expected to aid in price stabilization with marginal growth. Under this scenario, Dolutegravir will continue to trend up, bullish for the rest of the month.
