Trump’s 25% Tariffs on India: These Stocks and Sectors Likely to be Most Hit

According to experts, IT, textile, auto, and pharma stocks are expected to come under severe selling pressure after 25% US tariff on India

New Delhi: August-1, 2025: Trump India tariff: Amid deadlock in the India-US trade deal, the US administration announced a 25% tariff on Indian imports, which is expected to put the Indian Indices under pressure.

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Here is a probable list of the stocks to be most hit

IT stocks:

All large-cap stocks — TCS, Infosys, Wipro, HCL Tech — have exposure in the US market and a 25% tariff is expected to put pressure on these Indian IT majors.

However, weakness in the Indian National Rupee (INR) due to Trump’s tariffs is expected to pare some pressure on their balance sheet.

Gems & Jewellery:

In this segment, Titan, PC Jewellers and Kalyana Jeweller may see the selling heat.

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Pharma & Auto Companies:

 Indian pharma and auto companies draw a good amount of business from the US market, and the 25% tariff announced by the US administration is expected to put some pharma and auto majors under pressure.

In the pharma segment, Sun Pharma, Dr, Reddy’s, Lupin, Aurobindo Pharma, and Cipla have good exposure to the US market, and hence, these pharma stocks are expected to come under selling pressure.

In the Auto Segment- Tata Motors, Bharat Forge, Samvardhana Motherson, Sundram Fasteners and Endurance Technologies and Bosch India, are expected to come under pressure.

Other export-oriented stocks

Textile, engineering and some other segment stocks may also feel the selling heat Such as:

Textile: KPR Mill, Arvind, Page Industries, Vardhman Textiles, and Gokaldas Exports.

Engineering: BHEL, Thermax, ABB India, Havells, Polycab.

Agro exports: KRBL, Avanti Feeds, and LT Foods.