US Tariff Cut: Bharat Forge, Sona BLW Poised to Skyrocket; Seize the Opportunity?

• US tariff reduction and interim trade deal to boost Indian companies like Bharat Forge, Sona BLW, Samvardhana Motherson, Uniparts India, and Happy Forgings.
• US removed 25% tariff on India for Russian oil, and tariffs on other products reduced to 18%.
• Companies like Sona BLW (41% revenue from US) and Bharat Forge (22% revenue from US) have significant US market exposure.
• Reduced tariffs will enhance the competitive capacity of Indian products in the American market, benefiting auto component manufacturers.
• India already holds a strong position in the global OEM supply chain, with 25-33% of component exports going to the US.