New Delhi: Indian and European Union (EU) sealed the Free Trade Agreement on 27 January 2026. The trade pact is expected to benefit both the sides. The European Union is a high value market, where Indian companies had to face high tariffs till now. After this agreement, not only will the market open for Indian exporters, but there is a possibility of increasing the margin. Especially, companies in the textile and seafood sector can benefit directly from this deal. In this article, we take a look at three stocks which are predicted to benefit from the India-EU FTA deal.
Gokaldas Exports
Gokaldas Exports is India’s largest apparel manufacturing and export company. Currently, the duty on Indian textile products ranges from 9 to 12 percent in Europe. After India EU-FTA, this duty has been reduced to zero. This will allow the company to compete on an equal footing with countries like Bangladesh and Vietnam. According to the company’s management, revenue from Europe can reach about 18 to 19 percent of total sales in the next 12 months.
Amidst the increased tariffs in the US, the EU market can become a new growth engine for the company. Its shares were trading at Rs 544 with a rise of 2.8 percent on Thursday. It has given its investors a return of 500 percent in 5 years.
| Financial Highlights (Rs m) | FY23 | FY24 | FY25 |
| Net Sales | 69725 | 80460 | 99087 |
| Operating Profit | 10731 | 12485 | 14809 |
| Net Profit Margin (%) | 11.4 | 10.8 | 9.8 |
| Profit After Tax | 7963 | 8711 | 9730 |
KPR Mill
KPR Mill is a vertically integrated apparel company whose large stake comes from the export business. The company’s exports to the EU are more than the US. After FTA, Europe will get zero tariff on exports. With this, the company can either convert this savings directly into profit or reduce the price to earn more orders.
Strong manufacturing base, capacity expansion and value-added products can help KPR Mill take full advantage of this deal. Its shares were trading at Rs 894 with a rise of 3.45 percent on Thursday. It has given its investors a return of 375 percent in 5 years.
| KPR Mill Financial Snapshot | 03/23/26 | 03/24/26 | 03/25/26 |
| Net Sales (Rs m) | 61859 | 60597 | 63879 |
| Sales Growth % | 28.3 | -2.1 | 5.4 |
| Operating Profit (Rs m) | 13367 | 13040 | 13204 |
| Net Profit (Rs m) | 8141 | 8054 | 8151 |
Apex Frozen Foods
Apex Frozen Foods is engaged in the business of processing and exporting processed shrimps. In FY25, about 39 percent of the company’s total revenue came from the European Union. Recently getting the approval of another processing unit from the EU is a big achievement for the company. This will help in increasing the sale of ready-to-eat products.
After the India-EU FTA, the tariff relief will give the company a chance to further strengthen its presence in Europe. This is the reason that after the news of this deal, the stock witnessed a rise. Its shares were trading at Rs 302 with a drop of 0.59 percent on Thursday. It has given its investors a return of 9 percent in 5 years.
| Apex Frozen Foods Financials | FY 2023 | FY 2024 | FY 2025 |
| Total Revenues (Rs m) | 10703 | 8041 | 8136 |
| Total Expenses (Rs m) | 9873 | 7637 | 7884 |
| Net Profit Margin (%) | 3.4 | 1.8 | 0.5 |
| Profit After Tax (Rs m) | 359 | 146 | 39 |
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