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Harshal Parmar

10th Sep · SEBI-Registered Analyst

When US Duties Drop, These 9 Stocks Are Poised for a Explosive Rally”

Key Points: Stocks Set to Surge on Tariff Rollback Here are the top candidates primed for a rally if US import duties are slashed:

TCS
Sector: IT Services; US Revenue: ~55 % Benefit: Expanded margins and renewed pricing power on large deals
INFY
Sector: IT Services; US Revenue: ~60 % Benefit: Higher deal wins and clearer revenue visibility
WIPRO
Sector: IT Services; US Revenue: ~50 % Benefit: Sharper competitive edge on mega outsourcing contracts
HCLTECH
Sector: IT Services; US Revenue: ~42 % Benefit: Visa-related cost savings amplify US profit growth
MPHASIS
sis Sector: IT Services; US Revenue: ~79 % Benefit: Maximum upside on any tariff relief
BHARATFORG
Sector: Auto Components; US Revenue: ~44 % Benefit: Order-book revival and margin expansion
MOTHERSON
son Sumi Systems Sector: Auto Components; US Revenue: ~35 % Benefit: Pricing boost drives volume growth and profitability
TATAMOTORS
Sector: Automotive OEM; Export Share: ~20 % Benefit: Lower duties on parts & vehicles supports export margins
M&M
Sector: Automotive OEM; Export Share: ~18 % Benefit: Enhanced competitiveness for SUV and tractor exports

#StockInNews#WatchOutFor#FundamentalViews#TechnicalViews#SectorBreakouts
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