India-US Trade Deal Announced: Tata Motors, Sona BLW, Bharat Forge to Shine

• India and the US have finalized a trade deal, reducing the overall tariff from 50% to 18% and the US reciprocal tariff from 25% to 18%.
• The deal is a major trigger for export-oriented companies, especially in the auto, auto component, and industrial sectors.
• Tata Motors is expected to benefit significantly due to JLR's strong US presence, which accounts for 33% of its volume and 86% of consolidated revenue.
• Sona BLW, with over 40% of its revenue from the US, and Bharat Forge, with 38% from North America, are direct beneficiaries of the tariff reduction.
• Samvardhana Motherson (18-20% North America revenue) and Balkrishna Industries (17% US revenue) are also poised for positive impact, while Eicher Motors' impact will be limited (2% US volume).

Why It Matters: The India-US trade deal with reduced tariffs is set to boost export-oriented auto and industrial companies.