With the tariff burden now lower, companies with significant exposure to the US are expected to see relief in margins, improved competitiveness, and better order visibility. Among Indian exporters, sectors such as textiles, seafood, auto ancillaries, chemicals, and select consumer companies are likely to be the key beneficiaries.
After a spell of suffering, India’s trade deal with US will bring long-sought relief to the textiles and apparel sector. The sector will be the highest beneficiary for the landmark pact as US accounts for nearly 28% of India’s total textile exports, making it the single largest destination for Indian textile manufacturers. Additionally, more than half of India’s textile and apparel imports are linked to US cotton, highlighting the deep trade integration between the two countries.