India-US Trade Deal: Key Sectors and Stocks Poised for Growth as Tariffs Ease
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CNBC TV18•03-02-2026, 13:48
India-US Trade Deal: Key Sectors and Stocks Poised for Growth as Tariffs Ease
- •The India-US trade deal reduces tariffs on Indian exports from 50% to 18%, restoring pricing power and improving margin visibility for businesses.
- •Textiles and apparel companies like Raymond Lifestyle, Indo Count, Welspun Living, and Gokaldas, with significant US market exposure, are major beneficiaries.
- •Food and agriculture sector, particularly LT Foods, expects a positive reversal of margin pressure due to reduced duties.
- •Automotive and auto-ancillary firms such as Bharat Forge, Balkrishna Industries, and Sona Comstar will see improved competitiveness and order flow.
- •EMS/Electronics (Avalon, Dixon) and Chemicals (Atul, Vinati, Navin Fluorine) sectors are also set to gain from the tariff reduction.
Why It Matters: Reduced tariffs in the India-US trade deal will significantly boost Indian exports across multiple key sectors.
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