U.S. President Donald Trump announced a 25% tariff on imported heavy trucks, effective October 1, 2025, in a move aimed at protecting domestic manufacturers such as Peterbilt, Kenworth, Freightliner, and Mack Trucks.
The decision puts Indian auto-component exporters like Bharat Forge in the spotlight, given its significant supply linkages with global truck makers. Analysts say the tariff could pressure export demand and margins, while also reshaping supply chains for heavy-duty trucks in the U.S. market.
Investors will closely monitor Bharat Forge’s commentary and trade policy developments, as the new tariff threatens to add volatility to commercial vehicle-linked stocks.
Disclaimer: This article is for informational purposes only and should not be taken as investment advice. Markets are subject to risks; investors must do their own due diligence.
