VTRS · 8-K · 20260806PR000037
Supply Chain Disruptions
Viatris Inc · 2026-08-06 · Importance 46 · Surprise 42 · In source text
Viatris reported intermittent manufacturing disruptions at its oral solid dose facility in Nashik, India, following FDA Form 483 observations and a February fire-related suspension. Production has resumed, but remediation activities and the prior suspension are expected to affect product supply in the second half of 2026. The company estimates the resulting product supply disruption will reduce total revenues by $100 million to $150 million in the second half of 2026. The disruption also contributed to ARV supply constraints in Emerging Markets and included inventory and fixed-asset write-offs related to the Nashik fire.
Key facts
- The Company currently anticipates the impact of product supply disruptions to be between $100 million and $150 million to total revenues in the second half of 2026 source
- Production at the Nashik facility has resumed but the temporary manufacturing suspension due to the February fire along with intermittent disruptions are expected to impact product supply in H2 2026 source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | negative | probable | -1.7% | The Company currently anticipates the impact of product supply disruptions to be between $100 million and $150 million to total revenues… |
| revenue | negative | probable | — | Production at the Nashik facility has resumed but the temporary manufacturing suspension due to the February fire along with intermittent… |