HIV治療薬のインド市場の評価：薬剤クラス別、流通チャネル別、地域別、機会、予測（2019年度～2033年度）

インドのHIV治療薬の市場規模は、2025年度の12億5,009万米ドルから2033年度に18億3,293万米ドルに達すると予測され、2026年度～2033年度の予測期間にCAGRで4.90%の成長が見込まれます。NACOやNational Strategic Planのような政府の計画は、全国的にARTへのアクセスを向上しています。認知度の向上、診断の早期化、HIV治療薬の製剤の技術革新により、需要が増加しています。国内の製薬企業の強力なジェネリック医薬品生産能力は、手頃な価格と継続的な供給を保証しています。

例えば、政府が金曜日のLok Sabhaで報告したところによると、インドで治療を受けているHIV陽性者の数は30万人近く増加し、2019年～2020年の138万人から2023年～2024年に約169万人に達します。Anupriya Patel保健相は、TMCのMala Roy議員の国会質問に対する文書による回答の中で、現在治療を受けているHIV陽性患者のうち、87万人が男性、80万人強が女性、6,637人がトランスジェンダーであることを示しました。

当レポートでは、世界のHIV治療薬市場について調査分析し、市場規模と予測、市場力学、主要企業の情勢などを提供しています。

目次

第1章 プロジェクトの範囲と定義

第2章 調査手法

第3章 米国関税の影響

第4章 エグゼクティブサマリー

第5章 インドのHIV薬市場の見通し（2019年度～2033年度）

• 市場規模の分析と予測
  • 金額
• 市場シェアの分析と予測
  • 薬剤クラス別
    • 核酸系逆転写酵素阻害薬（NRTI）
    • コレセプター拮抗薬
    • 侵入・融合阻害薬
    • インテグラーゼ阻害薬
    • プロテアーゼ阻害薬（PI）
    • 非核酸系逆転写酵素阻害薬（NNRTI）
  • 流通チャネル別
    • 病院薬局
    • 小売薬局
    • オンライン薬局
  • 地域別
    • 北部
    • 東部
    • 西部・中部
    • 南部
  • 市場シェア分析：企業別（上位5社とその他 - 金額、2025年度）
• 市場マップ分析（2025年度）
  • 薬剤クラス別
  • 流通チャネル別
  • 地域別

第6章 需給分析

第7章 バリューチェーン分析

第8章 ポーターのファイブフォース分析

第9章 PESTLE分析

第10章 価格分析

第11章 市場力学

• 市場促進要因
• 市場の課題

第12章 市場動向と発展

第13章 規制枠組みとイノベーション

• 規制当局の承認
• 臨床試験

第14章 特許情勢

第15章 ケーススタディ

第16章 競合情勢

• マーケットリーダー上位5社の競合マトリクス
• 上位5社のSWOT分析
• 主要企業上位10社の情勢
  • Cipla Limited
  • Aurobindo Pharma Limited
  • Mylan Pharmaceuticals Private Limited
  • Hetero Labs Limited
  • Zydus Lifesciences Limited
  • GlaxoSmithKline Pharmaceuticals Limited
  • Gilead Sciences India Private Limited
  • Sun Pharmaceutical Industries Ltd.
  • Emcure Pharmaceuticals
  • Lupin Limited

第17章 戦略的提言

第18章 調査会社について・免責事項

List of Tables

• Table 1. Competition Matrix of Top 5 Market Leaders
• Table 2. Mergers & Acquisitions/ Joint Ventures (If Applicable)
• Table 3. About Us - Regions and Countries Where We Have Executed Client Projects

List of Figures

• Figure 1. India HIV Drugs Market, By Value, In USD Million, FY2019-FY2033F
• Figure 2. India HIV Drugs Market Share (%), By Drug Class, FY2019-FY2033F
• Figure 3. India HIV Drugs Market Share (%), By Distribution Channel, FY2019-FY2033F
• Figure 4. India HIV Drugs Market Share (%), By Region, FY2019-FY2033F
• Figure 5. By Drug Class Map-Market Size (USD Million) & Growth Rate (%), FY2025
• Figure 6. By Distribution Channel Map-Market Size (USD Million) & Growth Rate (%), FY2025
• Figure 7. By Region Map-Market Size (USD Million) & Growth Rate (%), FY2025

India HIV drugs market is projected to witness a CAGR of 4.90% during the forecast period FY2026-FY2033, growing from USD 1250.09 million in FY2025 to USD 1832.93 million in FY2033. Government programs like NACO and the National Strategic Plan are improving ART access nationwide. Rising awareness, earlier diagnoses, and innovations in HIV drug formulations are increasing demand. Domestic pharma companies' strong generics capabilities ensure affordability and continuous supply.

For example, the count of HIV positive individuals receiving treatment in India has increased by nearly 300,000, rising from 1.38 million in 2019-20 to approximately 1.69 million in 2023-24, as reported by the government to the Lok Sabha on Friday. In a written response to a parliamentary inquiry from TMC MP Mala Roy, Minister of State for Health Anupriya Patel indicated that among the current HIV positive patients undergoing treatment, 870,000 are men, slightly over 800,000 are women, and 6,637 are transgender individuals.

Government-Led HIV Elimination Initiatives and Access to Free ART

India's HIV drugs market is significantly driven by the government's active role in combatting the HIV/AIDS epidemic through its flagship National AIDS Control Programme (NACP). With the launch of the National Strategic Plan for HIV/AIDS and STI 2017-2024 and its goal to end AIDS as a public health threat by 2030, India has ramped up its efforts to provide widespread and equitable access to antiretroviral therapy (ART). Under this initiative, the National AIDS Control Organisation (NACO) has been supplying free ART drugs to over 1.6 million people living with HIV across more than 570 ART centers. Additionally, newer regimens and first-line treatments such as tenofovir + lamivudine + dolutegravir (TLD) have been adopted into the national program to improve outcomes and reduce resistance. The government's consistent funding, strategic partnerships with global organizations (like UNAIDS and WHO), and decentralized drug distribution network have led to better treatment penetration, especially in Tier II and III cities and rural areas. In December 2023, the Indian government announced its continued commitment to provide free ART to over 1.6 million PLHIV under NACO, as part of the National Strategic Plan.

Rising Domestic Manufacturing and Generic Drug Exports Boost Market Scale

India is recognized globally for its strong pharmaceutical manufacturing capabilities, especially in producing affordable generic drugs for HIV treatment. Leading Indian companies such as Cipla, Aurobindo Pharma, Hetero Labs, and Mylan play a pivotal role in both domestic supply and global exports of antiretroviral drugs. This capability not only ensures drug affordability within India but also contributes to expanding market size due to global demand. These companies produce a range of drug classes including NRTIs, PIs, and integrase inhibitors, often in the form of fixed-dose combinations that are aligned with WHO recommendations. Government policies supporting generic drug manufacturing and expedited regulatory pathways have encouraged the launch of newer therapies with minimal delays. Additionally, local production reduces dependency on imports and strengthens India's self-reliance in essential medicine supply. The presence of voluntary licensing agreements with global companies also enables Indian firms to supply patented therapies at lower prices. For instance, Aurobindo Pharma Ltd declared the introduction of its triple combination therapy for children affected by HIV in low- and middle-income nations in August 2023. The company holds a voluntary license for paediatric dolutegravir from ViiV Healthcare, which has facilitated the development and distribution of this product across 123 LMICs, including India.

Advancements in Fixed-Dose Combinations and Improved Drug Adherence

Technological progress in drug formulation, especially in fixed-dose combinations (FDCs), is enhancing adherence among patients living with HIV and driving market expansion in India. FDCs reduce pill burden, simplify therapy, and improve patient compliance-factors critical in managing chronic conditions like HIV. Indian pharmaceutical companies are developing and launching FDCs that align with global treatment guidelines and offer cost-effective options to both public and private healthcare settings. Moreover, the adoption of regimens containing dolutegravir, a WHO-preferred integrase inhibitor, is on the rise due to its better safety profile and reduced resistance potential. These innovations support a shift toward more patient-centric, long-acting, and convenient therapies in the Indian market. Increasing preference among physicians for these newer formulations further accelerates their uptake, particularly in urban and semi-urban hospitals and clinics. A novel HIV prevention approach involving the biannual injection of the drug Lenacapavir has demonstrated remarkable efficacy, surpassing that of daily oral medications. In the Purpose-2 clinical trial, conducted by Emory University and Grady Health System, this injectable method decreased the risk of HIV infection by 96%. This finding has the potential to transform HIV prevention strategies, especially for individuals who find it challenging to maintain daily medication regimens.

Future Market Scenario (FY2026 - FY2033F)

The India HIV drugs market is poised for sustained growth due to a combination of rising disease burden, expanding government initiatives, and the strength of domestic generic drug manufacturers. With over 2.4 million people living with HIV, the demand for cost-effective and advanced antiretroviral therapies is increasing. Emerging treatment regimens such as fixed-dose combinations and integrase inhibitors are gaining traction due to improved efficacy and patient adherence. Additionally, policy support under the National AIDS Control Programme and collaborations with global organizations are expected to drive drug accessibility and innovation. The expansion of online and retail pharmacy channels will also enhance distribution reach, especially in tier-2 and rural areas, boosting long-term market prospects.

Key Players Landscape and Outlook

Key players in the HIV drugs industry utilize strategies such as mergers, acquisitions, partnerships, and new product launches to improve their services and competitiveness. Such efforts will propel significant growth in the market, allowing big-cap industry players to increase their presence and, therefore, find new opportunities in this market.

For instance, Leading Indian pharmaceutical companies, such as Dr. Reddy's Laboratories and Emcure Pharmaceuticals, are set to manufacture generic versions of lenacapavir, a drug for HIV prevention, after entering into non-exclusive licensing agreements with Gilead Sciences, Inc. These agreements will enable the firms to produce and distribute lenacapavir in 120 resource-constrained nations, subject to regulatory approvals, as stated by Gilead.

Table of Contents

1. Project Scope and Definitions

2. Research Methodology

3. Impact of U.S. Tariffs

4. Executive Summary

5. India HIV Drugs Market Outlook, FY2019-FY2033F

• 5.1. Market Size Analysis & Forecast
  • 5.1.1. By Value
• 5.2. Market Share Analysis & Forecast
  • 5.2.1. By Drug Class
    • 5.2.1.1. Nucleoside-Analog Reverse Transcriptase Inhibitors (NRTIs)
    • 5.2.1.2. Coreceptor Antagonists
    • 5.2.1.3. Entry and Fusion Inhibitors
    • 5.2.1.4. Integrase Inhibitors
    • 5.2.1.5. Protease Inhibitors (PIs)
    • 5.2.1.6. Non-Nucleoside Reverse Transcriptase Inhibitors (NNRTIs)
  • 5.2.2. By Distribution Channel
    • 5.2.2.1. Hospital Pharmacies
    • 5.2.2.2. Retail Pharmacies
    • 5.2.2.3. Online Pharmacies
  • 5.2.3. By Region
    • 5.2.3.1. North
    • 5.2.3.2. East
    • 5.2.3.3. West and Central
    • 5.2.3.4. South
  • 5.2.4. By Company Market Share Analysis (Top 5 Companies and Others - By Value, FY2025)
• 5.3. Market Map Analysis, FY2025
  • 5.3.1. By Drug Class
  • 5.3.2. By Distribution Channel
  • 5.3.3. By Region

6. Demand Supply Analysis

7. Value Chain Analysis

8. Porter's Five Forces Analysis

9. PESTLE Analysis

10. Pricing Analysis

11. Market Dynamics

• 11.1. Market Drivers
• 11.2. Market Challenges

12. Market Trends and Developments

13. Regulatory Framework and Innovation

• 13.1. Regulatory Approvals
• 13.2. Clinical Trials

14. Patent Landscape

15. Case Studies

16. Competitive Landscape

• 16.1. Competition Matrix of Top 5 Market Leaders
• 16.2. SWOT Analysis for Top 5 Players
• 16.3. Key Players Landscape for Top 10 Market Players
  • 16.3.1. Cipla Limited
    • 16.3.1.1. Company Details
    • 16.3.1.2. Key Management Personnel
    • 16.3.1.3. Products and Services
    • 16.3.1.4. Financials (As Reported)
    • 16.3.1.5. Key Market Focus and Geographical Presence
    • 16.3.1.6. Recent Developments/Collaborations/Partnerships/Mergers and Acquisition
  • 16.3.2. Aurobindo Pharma Limited
  • 16.3.3. Mylan Pharmaceuticals Private Limited
  • 16.3.4. Hetero Labs Limited
  • 16.3.5. Zydus Lifesciences Limited
  • 16.3.6. GlaxoSmithKline Pharmaceuticals Limited
  • 16.3.7. Gilead Sciences India Private Limited
  • 16.3.8. Sun Pharmaceutical Industries Ltd.
  • 16.3.9. Emcure Pharmaceuticals
  • 16.3.10. Lupin Limited

Companies mentioned above DO NOT hold any order as per market share and can be changed as per information available during research work.

17. Strategic Recommendations

18. About Us and Disclaimer