Export Stocks In Focus After Trump Announces 15% Uniform Tariff For 150 Days

Export-oriented stocks extended gains after the U.S. President Donald Trump announced a 15% global tariff on all imports for 150 days, effective February 26. Trump. The move came a day after the U.S. Supreme Court invalidated his earlier tariff orders, reshaping the tariff structure for major exporting nations, including India.

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 Textile And Marine Exporters Extend Gains

Stocks with significant exposure to the U.S. market remained in focus. Gokaldas Exports, which derives nearly 70% of its revenue from the U.S., had earlier surged 29% after the interim trade deal announcement. Shrimp exporters Avanti Feeds and Apex Frozen Foods rallied between 50% and 70% during that period, exchange data showed.

The uniform 15% tariff replaces earlier country-specific rates. Previously, India faced tariffs of around 18%, compared to Bangladesh at 19% and Vietnam at 20%, offering Indian exporters a marginal advantage. Under the new structure, the relative gap has narrowed as all countries will face the same 15% rate for 150 days.

Auto Ancillaries Recover On Diversification Plans

Auto part manufacturers like Bharat Forge, Sona BLW Precision Forgings, and Samvardhana Motherson already felt pressure as the first tariffs were announced. But the stocks later bounced back with the managements of the companies emphasising export diversification, greater domestic emphasis, and possible benefits due to a potential free trade agreement with the European Union.

It has been suggested by the U.S. administration that it can consider other avenues of the law to implement trade restrictions, which can open the possibility of further volatility caused by tariffs, regardless of the decision of the Supreme Court.

The participants in the market claimed that the long-term success in the export-driven industries will be based on the long-term visibility of the trade policy instead of the current tariff relaxation.

Export-oriented shares benefited as the U.S. declared a uniform tariff of 150 days at 15%, although analysts noted that the stock will only continue to rise based on a more visible long-term trade policy.