6 Stocks Across 6 Sectors to Watch Amid the India-US Trade Deal

• Packaged Foods and Rice

#2 LT Foods

LT Foods is a global FMCG Company in the consumer food space with deep roots in India and a growing presence across the United States, Europe, the UK, the Middle East and the Far East.

Its portfolio spans everyday staples to contemporary convenience products anchored by a fully integrated 'Farm to Fork' value chain.

Its flagship brand DAAWAT® leads the Basmati rice segment in India, while Royal® is the No 1 Basmati brand in the US.

With a footprint in over 80 countries, our operations are supported by advanced manufacturing facilities located in India, the US, Europe, Africa, and the UK.

As of FY25, the US market contributed around 41% of the company's total revenues, highlighting its significant exposure to American consumers.

With the reduction in US tariffs on Indian goods, LT Foods remains a key stock to watch.

Going forward, the company's focus on consistent quality and expansion into high-potential value-added food segments positions it well to capitalise on a more favourable trade environment.

Other Packaged Food and Rice Sector Stocks to Watch

For more details, see the LT FOODS company fact sheet and quarterly results.

• Seafood

#3 Apex Frozen Foods

Next on the list is Apex Frozen Foods.

Founded in 1995, Apex Frozen Foods is one of India's leading processors and exporters of processed shrimp, with a strong presence across the shrimp value chain.

The company supplies ready-to-cook and ready-to-eat shrimp products, mainly L. Vannamei.

It is one of the leading suppliers to the US, the EU, China, and other markets.

In FY25, Apex Frozen Foods' export mix was largely driven by the US market, which accounted for 53% of total exports.

In H1 FY26, the US accounted for 50% of the total revenue.

With lower tariffs coming into effect, Apex Frozen emerges as a stock to watch, poised to benefit from improved margins and increased competitiveness in the market.

For more details, see the APEX FROZEN FOODS company fact sheet and quarterly results.

Other Seafood Stocks to Watch

For more on Avanti Feeds in the context of the recent IndiaUS trade developments check out our recent editorial - 3 Indian Stocks to Watch as India-US Trade Agreement Announced.

• Auto

#4 Eicher Motors

Next on the list is Eicher Motors.

Eicher Motors Limited (EML) is a global automobile company headquartered in Chennai, India.

The company owns Royal Enfield, the world's oldest motorcycle brand in continuous production, and co-owner of VE Commercial Vehicles (VECV), a pioneer in commercial vehicle transformation.

It has a growing presence in 70+ countries across North America, Latin America, Europe, MEA, South Asia, and the Asia Pacific.

The Americas remained Royal Enfield's largest market outside India by volume. The company posted strong growth, with Brazil and other Latin American markets driving retail momentum.

Royal Enfield now operates across 324 retail stores in the region, including exclusive outlets and multi-brand dealerships.

In a challenging North American environment marked by cautious consumer sentiment in FY25, Royal Enfield held steady with an estimated 8% share in the middleweight segment, supported by a strategic focus on new launches and network expansion.

Going forward, with the India-US trade agreement in place, Eicher Motors is a stock to watch amid the improved trade conditions, potentially supporting exports and market expansion.

For more details, see the EICHER MOTORS company fact sheet and quarterly results.

Other Auto Stocks to Watch

• Auto Ancillary

#5 Sona BLW Precision Forgings

Next on the list is Sona BLW Precision Forgings.

The company designs, develops, and manufactures high-precision, mission-critical systems and components for leading OEMs around the world.

Its portfolio extends beyond drivelines and motors to include intelligent, software-led, and electrification-centric solutions.

As of FY25, the company derives over 70% of its revenue from markets outside India.

It is among the largest suppliers of BEV differential assemblies, differential bevel gears, and starter motors to the North American market, with North America alone contributing around 40% of total revenue.

With the India-US trade deal and lower tariffs, the company is well positioned to strengthen its presence in the North American market, making it a key stock to watch.

Going forward, the company plans to focus beyond our prominent markets in North America and Europe.

For more details, see the SONA COMSTAR company fact sheet and quarterly results.

Other Auto Ancillary Stocks to Watch

• Textile

#6 Welspun Living

Next on the list is Welspun Living.

Welspun Living has established a strong global footprint, catering to customers across 60+ countries through partnerships with leading international retailers.

In the domestic market, the company has firmly strengthened its position, emerging as India's largest distributed home textiles brand, supported by an expanding retail network that includes Franchise-Owned and Franchise-Operated (FOFO) stores across the country.

Backed by four advanced manufacturing facilities across India and the US, patented technologies, and proprietary innovations such as Hygrocotton and Wel-Trak 2.0, the company continues to lead through product excellence, smart manufacturing, and supply chain agility.

Welspun Living has built a strong global presence, reaching customers across 60+ countries through partnerships with leading international retailers.

The US remains one of the company's key markets, accounting for 61% of its export distribution, underscoring its strong foothold and deep customer trust in the region.

For Welspun, US-India trade agreement development enhances price competitiveness in its largest export market, supports margin improvement, and strengthens demand visibility, making the stock one to watch amid improving trade dynamics.

For more details, see the WELSPUN LIVING company fact sheet and quarterly results.

Other Textile Stocks to Watch

Conclusion

The US-India trade deal, marked by lower tariffs and improved trade terms, is a meaningful positive for Indian exporters with a strong presence in the US market.

Companies that already enjoy established customer relationships, diversified product portfolios, and efficient manufacturing bases are well positioned to benefit from improved price competitiveness and healthier margins.

As trade flows strengthen and demand visibility improves, these stocks could see sustained momentum, making them attractive stocks to watch.

However, investors should remain mindful of near-term risks such as global demand volatility, currency fluctuations, and geopolitical uncertainties that could impact exports and margins.

While the structural outlook remains supportive, stock performance may still be influenced by broader market conditions and execution risks.

Investors should evaluate the company's fundamentals, corporate governance, and valuations of the stock as key factors when conducting due diligence before making investment decisions.

Happy investing.

Disclaimer: This article is for information purposes only. It is not a stock recommendation and should not be treated as such. Learn more about our recommendation services here...