New Delhi: The Indian export sector can get a big relief from the trade deal between India and the United States. Under this agreement, the US can reduce the tariff levied on Indian exports from 50% to 15-16%. This will directly benefit Indian textile, IT and shrimp industry companies. If this trade deal is successful, then long-term investment in textile, IT and shrimp sector companies can give better returns. Considering this, investors have already increased buying in shares of these sectors.
According to a report, India and the US are close to an advanced trade agreement. Under this deal, India will reduce oil imports from Russia and allow imports of American corn (corn) and soymeal (soymeal). At the same time, the US can reduce the charge levied on Indian textile and shrimp exports, which will increase the competition of Indian companies.
Big benefit to IT sector companies
IT sector companies, like Tech Mahindra, generate more than half of their earnings from the US. In FY25, the company earned 52.6% of its total income, i.e. Rs 2,34,747 million, from the US. With the India-US trade deal, IT exporters like Tech Mahindra will get a chance of strong growth when tariffs are reduced.
Tech Mahindra share
The stock of Tech Mahindra Ltd traded at Rs 1,464 with a rise of 0.08 percent at the time of writing this article on October 24, 2025. The company has a market cap of Rs 1,43,411 crore. This year, the stock’s highest level was Rs 1,808 and the lowest level of Rs 1,209. In addition, the company’s ROCE is 18.6% and ROE is 14.6%. Its investors have received returns of 40 percent in the last 3 years.
Textile exporters, such as Gokaldas Exports and KPR Mills, will get huge benefits from this trade deal. Gokaldas Exports generates more than 75% of its earnings from the US. At the same time, about 21% of KPR Mills’s income comes from the North American market. If US tariffs decrease, then both margins and order books of these companies will see an increase.
Gokaldas Exports share price details
The shares of Gokaldas Exports Ltd were trading at Rs 839 apiece with a rise of 2.37 percent at the time of writing this article. The company has a market cap of Rs 6,148 crore. This year, the stock’s highest level was Rs 1,262 and the lowest level of Rs 668. In addition, the company’s ROCE is 10.6% and ROE is 8.16%. In the last 3 years, it has given investors a return of 135 percent.
Avanti Feeds
Companies like Avanti Feeds, which export shrimp feed to the US, will benefit directly from this deal. Currently, the company earns about 13% of its earnings from the US market. During the Trump administration, increased tariffs affected their exports, but the new deal could speed up their growth again.
The stock of Avanti Feeds Ltd was trading at 731 with a rise of 0.51 percent. The company’s market cap stood at Rs 9,966 crore. This year, the stock’s highest level was Rs 965 and the lowest level Rs 542. In addition, the company’s ROCE is 24.0% and ROE is 19.5%. It has given investors a return of 58 percent in the last 3 years.
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