The India US trade deal Jewellery Stocks has emerged as one of the most impactful global economic developments in recent years, especially for India’s gems and jewellery industry. Finalised in February 2026, this historic agreement reshapes bilateral trade relations by sharply reducing tariffs, unlocking massive export opportunities, and triggering a strong rally in jewellery stocks.
By lowering US import duties on Indian goods from 50% to 18%, the India US trade deal is expected to revive export momentum, restore competitiveness, and accelerate long-term industry growth.
Under the new India US trade deal, both countries agreed to reduce tariffs and promote reciprocal trade. As part of the agreement:
US tariffs on Indian exports were cut from 50% to 18%
India committed to large-scale imports of US energy, defence equipment, and advanced technology
Export-heavy sectors such as gems & jewellery, textiles, pharma, and chemicals emerged as key beneficiaries
This shift marks a major policy reversal from the protectionist measures imposed in August 2025, which had severely impacted Indian exports to the US.
Why the India US Trade Deal is Crucial for the Jewellery Industry
The gems and jewellery sector accounts for nearly 7.5% of India’s GDP and employs millions across manufacturing, polishing, design, logistics, and retail. Before the agreement:
Indian jewellery exports to the US fell sharply
FY25 exports stood at $9.23 billion, but dropped to $6.8 billion by December 2025
High tariffs made Indian jewellery uncompetitive in American markets
The India US trade deal now restores pricing competitiveness, improves demand visibility, and opens the door for strong export recovery.
Key Benefits:
Reduced export costs
Higher overseas demand
Strong order pipeline
Improved margins
Increased investor confidence
The Gem & Jewellery Export Promotion Council (GJEPC) termed the deal a “vital relief” that could revive export momentum and accelerate sector growth.
Stock Market Reaction: Jewellery Stocks Surge After India US Trade Deal
The announcement of the India US trade deal triggered an immediate rally in jewellery stocks across NSE and BSE.
Key Stock Movements:
Goldiam International – +20%
Vaibhav Global – +20%
Rajesh Exports – +20%
Kalyan Jewellers – +7.61%
Senco Gold – +7.41%
This sharp surge reflects strong investor optimism toward export-driven jewellery companies that are expected to gain the most from reduced tariffs.
Why Investors Are Bullish on Jewellery Stocks
With US import duties now reduced to 18%, Indian diamond-studded jewellery becomes significantly more affordable and competitive.
Major Positive Triggers:
Recovery of lost export share
Improved operating margins
Higher capacity utilisation
Rising global jewellery demand
Strong order inflows from US retailers
Market analysts believe export-oriented firms may witness 10–15% growth in revenue over the next 12–18 months, significantly improving profitability.
Jewellery Stocks Analysis After India US Trade Deal
India has nearly 60 listed jewellery companies with:
Average Market Cap: ₹7,600 crore
Sector P/E Ratio: ~31.83
Top Beneficiaries:
Goldiam International: High export exposure, strong EPS growth potential (15–20% by FY27)
Titan Company: Stable diversified business with jewellery, watches, eyewear
Rajesh Exports: Large export operations and global presence
While Titan offers stability, export-focused midcaps like Goldiam and Vaibhav Global provide higher growth potential.
Jewellery Sector Outlook for 2026 & Beyond
The India US trade deal aligns perfectly with India’s long-term growth strategy.
Industry Growth Forecast:
Domestic Jewellery Market:
$43.71 billion → $133.96 billion by 2030 (17.35% CAGR)Exports Expected:
$37.97 billion in FY26, driven mainly by US demand
Additionally, policy reforms such as 100% FDI allowance, CEPA with UAE, and export incentives further strengthen industry prospects.
Risks Investors Should Monitor
While the outlook is strong, some risk factors remain:
Gold price volatility
Global geopolitical tensions
Currency fluctuations
Demand cyclicality
A diversified portfolio approach remains the safest strategy.
Is It a Good Time to Invest After the India US Trade Deal?
Yes — the India US trade deal creates a compelling investment case for jewellery stocks, especially export-oriented companies.
Smart Investment Strategy:
Low Risk: Titan, Kalyan Jewellers
High Growth: Goldiam International, Vaibhav Global
Balanced Approach: Mix of export + domestic-focused stocks
Analysts expect 10–15% earnings growth post-deal, making FY26–FY27 a strong period for sector performance.
Final Thoughts
The India US trade deal jewellery stocks is more than a tariff adjustment — it marks a strategic economic shift. By restoring export competitiveness, reviving industry confidence, and fueling stock market momentum, this agreement sets the stage for long-term growth in India’s jewellery sector.
For investors, exporters, and industry professionals, this is a defining opportunity that could reshape market dynamics for years to come.
FAQs – India US Trade Deal & Jewellery Sector
Q1. What is the India US trade deal?
The India US trade deal is a bilateral agreement signed in February 2026 that reduces tariffs, promotes reciprocal trade, and boosts export-driven industries.
Q2. How does the India US trade deal impact jewellery exports?
It reduces US import tariffs from 50% to 18%, making Indian jewellery cheaper and more competitive in American markets.
Q3. Which jewellery stocks benefit the most?
Goldiam International, Rajesh Exports, Vaibhav Global, Kalyan Jewellers, and Titan are key beneficiaries.
Q4. Will the jewellery sector grow faster after this deal?
Yes, exports are expected to surge, with industry CAGR projected at over 17% till 2030.
Q5. Is it a good time to invest in jewellery stocks?
Yes, especially in export-focused firms, as profit growth and revenue recovery are expected.
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