India-US Trade Deal is Going to Benefits Major Indian Exporters
The India-US trade agreement is expected to eliminate tariffs on Indian goods, thus offering a big export volume that has been kept waiting. The best performing stocks include Coforge, Gokaldas Exports, Balkrishna Industries sharing Top. Find out on sectors, portfolio, and potential gains.
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India-US Trade Deal is Going to Benefits Major Indian Exporters
By the end of 2025, India is to enter into the first phase of a trade agreement (BTA) with the United States, marking the unburdening of exporters who have been subjected to heavy tariffs by the US.
During a recent occasion, India's Commerce Secretary Rajesh Agarwal revealed that despite the changes in global trade the negotiations have advanced. The Indian government is believed to be following two different paths concurrently with Washington in order to hasten the process of trade normalization.
US Tariffs on Indian Exports
By early 2025, President Trump of the United States made a decision to impose tariffs on Indian exports with a total amount of 50%. He put a 25% tariff on the whole of the Indian goods in April followed by an additional 25% in August for India's getting oil from Russia. The situation became so bad that the Indian firms could hardly fulfil their export orders and they were left guessing what the next steps from the US government would be.
Pankaj Pandey, Head of Research at ICICI Securities, thinks that the rollback of duties is a key factor. The removal of the embargo will bring back business as usual, which means that the volumes of trade that were delayed will be unlocked immediately.
Coforge, Gokaldas Exports, Balkrishna Industries and Others Stocks Boost from the India-US Trade Deal
ICICI Direct has prepared a "One Click Portfolio" with firms that have solid financial positions and for whom the demand linked to the US market is a major part. The firms are coming from such industries as manufacturing, textiles, auto ancillaries, and specialty industrial solutions.
Major Firms and Portfolio Percentages:
Balkrishna Industries - 16.3 %
Aeroflex Industries - 15.5%
Greenlam Industries - 14.2 %
Elgi Equipments - 14.2%
Coforge - 13.6%
Indo Count Industries - 13.2%
Gokaldas Exports - 13.0%
The organization that has been mentioned has sustainable business models and will benefit from the resumption of export orders and the improvement of pricing conditions post-deal.
Portfolio Strategy and Performance
Investment range: ~₹14,100
Benchmark: Nifty 500
Exposure: 70.1% in small-caps, 29.9% in mid-caps
According to the historical data from November 2022 to November 2025, the performance of this portfolio has always surpassed the Nifty 500 which indicates the strong resilience of export-oriented Indian manufacturers even during policy turmoil.
Conclusion
As the India-US trade agreement is getting to the finish line, stocks that are export-heavy like Coforge, Gokaldas Exports, and Balkrishna Industries are all set for further growth. Investors who want to gain from the resumption of export volumes and a favorable price in the market can consider these sectors as the source of significant opportunities.
