Indian exporters are set to benefit from greater predictability and financial stability following the revised 18% US tariff under the India–US trade deal, according to a senior executive of Aon. Reacting to the development, Manoj Kumar A S, Head of Sales & Growth at Aon, said the revised tariff structure marks the beginning of a more stable phase for India’s export sector. He noted that improved cost visibility would allow exporters to plan pricing strategies and long-term contracts with greater confidence. Stronger margins, he added, are also expected to support timely payments and improve overall trade credit health.
Kumar said that, over time, the agreement could enhance the negotiating position of Indian businesses while enabling them to build a more diversified global customer base. This diversification would help reduce exposure to market-specific risks and strengthen resilience against external shocks. However, he cautioned that the full implications of the deal would only be clear once the detailed terms and conditions are formally released. Until then, organisations should continue to focus on regulatory compliance and remain alert to potential policy or geopolitical developments that could still disrupt global supply chains.
In Kolkata, exporters dealing in textiles, leather goods, engineering products and pharmaceuticals are expected to view the revised tariff as a positive signal. Improved margin visibility could encourage fresh export orders from the eastern region, while logistics and trade finance players in Kolkata may also see increased activity as exporters recalibrate their US-facing strategies under the new tariff regime.