Whereas some sectors like smartphones, prescription drugs and power are at present exempt from any reciprocal tariffs, different objects like gems and jewelry, textiles and a few auto elements, which make up a big a part of Indian exports to the U.S., will take a success.
Under are among the largest exports to the U.S. from India.
SMARTPHONES
Apple Inc suppliers Foxconn Hon Hai, Tata Electronics, Pegatron Corp and Wistron Infocomm are the most important exporters from India to the U.S., delivery smartphones and different merchandise price practically $7 billion in 2024. Within the first six months of 2025, the businesses have already exported items price $11 billion, commercially out there customs information confirmed.
Smartphones are at present exempt from tariffs, in a win for Apple that's gearing as much as launch iPhone 17 subsequent month and has step by step elevated manufacturing in India because it diversifies from China. Most iPhones offered within the U.S. at the moment are made in India.
PHARMACEUTICALS
Dr Reddy's Laboratories, Zydus Lifesciences, Hetero Labs, Lupin, Aurobindo Pharma and Solar Pharmaceutical are high exporters of medicine and energetic pharmaceutical substances to the U.S. In 2024, they shipped items price $3.6 billion and from January to June 2025 they've already exported medicine price $3.7 billion to the U.S. The sector is at present exempt from tariffs as generic medicines are essential for inexpensive healthcare.
GEMS & JEWELLERY
America is the most important marketplace for India's gems and jewelry sector, accounting for items price $10 billion final yr, making up practically 30% of its whole world gross sales.
Diamond and gem producers Shree Ramkrishna Exports, Gia India and Kiran Gems are the most important exporters to the U.S. India's Gem & Jewelry Export Promotion Council has warned that the tariffs might convey the trade to a standstill, particularly with competing manufacturing hubs equivalent to Turkey, Vietnam and Thailand being taxed at decrease charges.
TEXTILES
India's textile trade is already receiving panic-stricken calls from clients after Trump introduced the extra 25% tariff.
Attire and textile firms like Shahi Exports, Welspun, Indo Rely Industries, Trident and Gokaldas Exports are high exporters which can be more likely to take a success with tariffs rising to 50%.
In 2024, the businesses exported items price over $2 billion and within the first half of 2025 shipped merchandise of about $1 billion to U.S. shoppers together with Walmart, Goal, Costco and Hole.
AUTO COMPONENTS
India's auto elements sector has grown quickly over the previous few years and is without doubt one of the few industries that information a commerce surplus. The U.S. is its largest export market, making up near a 3rd of worldwide commerce.
In 2024, India exported elements price $6.6 billion to the U.S. Of this, over $3.5 billion comprised elements for vehicles and small vans which can be at present exempt from the 50% tariff and pays simply 25%. The principle exporters embody Sona Comstar and Samvardhan Motherson.
Nonetheless, exports of elements for business autos like massive vans and agriculture tools, price about $3 billion, will appeal to a 50% tariff. Bharat Forge, whose clients embody firms like Caterpillar and Volvo, and John Deere are among the many largest exporters of such elements.
ENERGY AND RENEWABLES
Producers of photo voltaic tools like cells and modules, wind generators and different power merchandise have vital exports to the U.S. however with little to fret about as far as they're exempt from tariffs.
Corporations together with billionaire Mukesh Ambani's Reliance Industries, Mundra Photo voltaic, a unit of conglomerate Adani Group, Waaree Energies, LM Wind Energy, Schneider Electrical and GE Energy are among the many largest exporters of power and renewable tools.
