Exports Are Quietly Outperforming Expectations

While the market is fixated on tariffs and global uncertainty, India's export engine is telling a different story. Merchandise exports have grown around 15% so far this quarter despite geopolitical tensions and a challenging global environment. If this momentum sustains, export-oriented sectors could surprise positively in the coming earnings season. Textiles, EMS, auto ancillaries and specialty chemicals are worth watching. Companies like

, , and could remain in focus.