Export-oriented stocks are in focus for trade today as markets assess beneficiaries from the US–India trade deal, with several companies having meaningful revenue exposure to the US market.
Among auto and industrial names, Bharat Forge derives around 22% of its revenues from the US, while Balkrishna Industries has approximately 14% exposure. Sona Comstar, with close to 28% of revenues from the US, and Waaree Energies, which generates about 20% of its revenues from the region, are also in focus.
The textiles sector stands out as a key beneficiary, with companies such as Indo Count, Welspun, Gokaldas Exports, KPR Mills, Pearl Global, and SP Apparels having US revenue exposure ranging from 20% to as high as 90%.
In chemicals, Atul, Vinati Organics, Navin Fluorine, and Gujarat Fluorochemicals generate between 30% and 40% of their revenues from the US market, placing them among stocks to watch.
Other export-heavy names include Raymond Lifestyle, which derives around 50% of its revenues from the US, LT Foods with approximately 41% exposure, and Avalon Technologies, which earns close to 57% of its revenues from the US.
Separately, select midcap stocks that have seen sharp recent sell-offs are also on traders’ radar for potential renewed interest, including Dixon Technologies, Kalyan Jewellers, Indian Hotels, Angel One, and Bandhan Bank.
Disclaimer: This article does not constitute investment advice or recommendations, and the stocks mentioned are highlighted only for informational purposes.
