India–US Trade Deal Comes Together: Which Companies Could Feel the Impact?
- Gabriela Galeena
- 1 day ago
- 3 min read
Updated: 12 hours ago
As the India-US trade deal moves from headlines to hard policy, the picture is becoming much clearer. This isn’t a deal that lifts the entire market in one sweep. The real impact is concentrated in a few export-heavy sectors where tariffs directly affect pricing, demand, and earnings.
Once you strip away short-term excitement, what remains is a handful of businesses where lower tariffs genuinely change the ground reality.
Textiles & Apparel: Pearl Global Industries and Gokaldas Exports
Textiles sit at the centre of the trade deal. The United States is India’s largest apparel export destination, accounting for about 29% of total apparel exports. Indian exporters compete directly with Vietnam and Bangladesh, making tariff levels a decisive factor in buyer sourcing decisions.
Pearl Global Industries is a highly export-focused apparel manufacturer supplying global fashion brands across North America and Europe. Its multi-geography sourcing model allows it to shift production efficiently based on demand and cost conditions, which improves order stability when tariffs ease.
Gokaldas Exports is one of India’s largest listed garment exporters, supplying leading international brands with a strong presence in the US market. Exports form the bulk of its revenue, and tariff reductions directly improve price competitiveness and order allocation from global buyers.
What strengthens both companies is customer diversification, long-standing relationships with global brands, and flexible manufacturing setups, which have helped them navigate earlier tariff hikes and demand slowdowns without structural damage.
Seafood: Avanti Feeds
Seafood, particularly shrimp, is among India’s most US-dependent export segments. Industry data shows that around 48% of India’s shrimp exports are shipped to the US, making it the single largest destination.
Avanti Feeds is central to India’s shrimp ecosystem through feed manufacturing and processing. About 70% of its shrimp-linked exports are US-bound, which means tariff changes feed quickly into demand and pricing.
The company’s ability to withstand volatility comes from its dominant position in shrimp feed, disciplined capacity expansion, and consistent operating cash flows, which have historically cushioned it during disease cycles, price swings, and policy uncertainty.
Agriculture (Basmati & Processed Foods): LT Foods
Agricultural exports benefit selectively, and basmati rice is one of the clearest examples. While only about 6% of India’s basmati rice exports go to the US, it is a premium, high-margin market focused on branded consumption.
LT Foods, known globally for its Daawat brand, exports around 40.8% of its basmati and specialty rice to the US. Tariff relief improves shelf pricing and supports branded sales in American retail channels.
Its resilience comes from brand ownership, integrated sourcing, and inventory management,
which smooth earnings even when global agri prices or trade conditions fluctuate.
Auto Components & Manufacturing: Samvardhana Motherson International
The US accounts for roughly 28% of India’s auto component exports, and global OEMs increasingly prefer suppliers with diversified manufacturing footprints.
Samvardhana Motherson operates as a global auto component supplier with facilities across North America, Europe, and Asia. SAMIL operates in 44 countries across all major regions, making it one of the most geographically diversified auto-component and solutions providers globally. A large part of its revenue comes from long-term contracts with global automakers, reducing dependence on spot exports.
Its strength lies in geographic diversification, customer stickiness, and integration-led growth, which have helped the company absorb earlier trade disruptions without sharp swings in profitability.
Why These Stocks Are Structurally Resilient
What links these companies isn’t short-term sentiment, but how their businesses are built with meaningful exposure to the US market, diversified customers and geographies, long-term contracts or strong global brands, disciplined expansion and steady operating cash generation.
These factors explain why earlier tariff increases or global disruptions did not permanently impair their businesses, and why the current trade deal strengthens existing advantages rather than creating fragile gains.
The India-US trade deal does not create winners from scratch; it amplifies existing strengths.
Pearl Global Industries, Gokaldas Exports, Avanti Feeds, LT Foods, and Samvardhana Motherson stand out because they already operate at scale in the US market and are positioned to convert tariff relief into sustained competitiveness.
Disclaimer: This content is for educational purposes only; please conduct personal research and consult a qualified investment advisor before making any investment decisions.
Want to read more?
Subscribe to finsightsbysquareleague.com to keep reading this exclusive post.
