Report: Trump’s Latest Tariff Decisions and Global Impact (April 10, 2025): PART 2

6. Sectoral Impact on Indian Exports to the U.S. A. Textiles India's textile industry is a significant contributor to exports, with the U.S. being a primary market. • FY 2023-24 exports: $35.87 billion • Exports to U.S.: $10.05 billion (28% of total textile exports) Major Exporters: • Arvind Limited – Exports cotton fabrics and denim to the U.S. || CMP: 315, Target Price 416. • Aditya Birla Fashion & Retail – A key player in garment exports to the U.S. || CMP: 246, Target Price 310. !arvind • Raymond – Known for suiting fabrics and garments, with a strong U.S. presence. || CMP: 1493, Target Price 2100. B. Footwear The U.S. is a major destination for Indian footwear exports. • FY 2023-24 exports: $4.3 billion • Exports to U.S.: $835 million (19.5% of total) Major Exporters: • Bata India Limited – Prominent presence in U.S. markets. || CMP: 405, Target Price 500. • Relaxo Footwears Limited – Known for affordable exports to the U.S. || CMP: 1227, Target Price 1598. C. Automotive Components India’s automotive component industry has growing exposure to the U.S. market. • Exports to U.S.: Approx. $2.2 billion Major Exporters: • Bharat Forge Limited – Strong export portfolio in forged auto parts. || CMP: 969, Target Price 1207. • Motherson Sumi Systems Limited – Supplies a wide range of automotive parts. || CMP: 113, Target Price 153. 7. My View – Adarsh Nimborkar The new tariff wave spearheaded by the U.S. is a clear signal for a realignment of global trade dynamics. While many economies may see short-term disruption, India stands at a unique inflection point—especially in sectors like textiles, footwear, and automotive components. Note: This report is intended for informational purposes only and should not be considered as a recommendation or solicitation to buy or sell any securities. For personalized trade setups and investment strategies tailored to your risk profile, please consult me directly.