The India–US trade deal, which slashes tariffs on Indian exports to 18% and removes punitive duties, is expected to boost several export-oriented sectors. Companies with strong US exposure in IT, pharma, auto, textiles, chemicals, and gems are likely to gain the most. Below are 10 Indian stocks positioned to benefit significantly:
Top 10 Beneficiaries of the India–US Trade Deal
- Infosys
- TCS
- Sun Pharma
- Dr. Reddy’s Laboratories
- Reliance Industries
- Mahindra & Mahindra
- Maruti Suzuki
- Titan Company
- Aditya Birla Fashion & Retail
- Aurobindo Pharma
Context and Impact
• IT Services: Infosys and TCS already derive over 50% of revenues from North America. The deal reduces regulatory friction, making Indian IT more cost-competitive.
• Pharma: Sun Pharma, Dr. Reddy’s, and Aurobindo benefit from lower duties on generics, APIs, and specialty drugs, enhancing margins in their largest export market.
• Automobiles: Maruti Suzuki and Mahindra gain from reduced tariffs on vehicles and auto parts, opening opportunities in niche US segments like compact cars and tractors.
• Chemicals & Energy: Reliance’s petrochemicals and plastics exports become more competitive, while its diversified US operations gain from improved trade sentiment.
• Textiles & Jewellery: Titan and Aditya Birla Fashion benefit from zero or reduced duties on gems, jewellery, and apparel, strengthening India’s position in the US consumer market.
Risks & Considerations
• Execution risk: Companies must scale production and meet US regulatory standards to fully capitalize.
• Global competition: Other emerging markets may also benefit from US tariff adjustments.
• Currency volatility: Rupee appreciation could offset some export gains.
This trade deal is a structural positive for India’s export-heavy sectors, with IT, pharma, and consumer goods leading the rally.
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