The revised 18% US tariff under the India–US trade deal is expected to usher in a phase of greater stability for Indian exporters by improving cost visibility and strengthening margins, according to global professional services firm Aon.
Commenting on the development, Manoj Kumar A S, Head of Sales & Growth at Aon, said the lower and more predictable tariff regime enables exporters to plan pricing strategies and negotiate contracts with greater confidence. He noted that improved margins could support timely payments across the value chain and contribute to healthier trade credit conditions. Over the longer term, the deal is likely to enhance the negotiating leverage of Indian companies in overseas markets while helping them build a more diversified global customer base, thereby reducing risk and improving business resilience.
However, Kumar cautioned that the complete impact of the agreement will become clearer only after the detailed terms are formally announced. He advised organisations to stay focused on regulatory compliance and remain prepared for potential policy or geopolitical shifts that could still disrupt global supply chains.
In Kolkata, exporters in sectors such as textiles, leather, engineering goods and pharmaceuticals are expected to welcome the improved tariff visibility. Industry players in the eastern region see scope for renewed US orders, while trade finance, insurance and logistics firms in Kolkata may witness higher activity as exporters recalibrate their growth and risk strategies under the new trade framework.
