Aarti Industries share jumps 26.9% since January 16
Surat, February 16, 2026
The interim trade deal between India and the United States boosted shares on the Bombay Stock Exchange, the world’s seventh largest bourse with a market capitalisation of Rs 1.29 trillion.
The agreement cut reciprocal US tariffs on Indian exports to 18% from 50% and removed duties on select products, opening access to the $30 trillion US market.
Exporters from pharmaceuticals, textiles, diamonds, chemicals, aircraft parts, leather and rubber goods are likely to gain.
India will reduce tariffs on US industrial goods and a wide range of food and farm products, while Washington pledged zero duties on generics, gems and aircraft parts.
Analysts said lower duties will improve competitiveness and margins for Indian manufacturers, though sector performance remains tied to global demand cycles.
“India–US medicines co-operation strengthens national security,” Sudarshan Jain, secretary general of the Indian Pharmaceutical Alliance, told Financial Express earlier.
Chemicals, which account for 18% of India’s exports to the US, were among the biggest beneficiaries. Exports in FY2024 stood at $5.7 billion.
Analysts said the deal would support chemical stocks in the long term. Shares of Aarti Industries rose 2.8% to Rs 458.95 on Monday, extending a 26.9% rally since Jan. 16.
US continues to be India’s largest export destination. Key products include chemicals including intermiates bulk cargo, precious stones, electronics, pharmaceuticals, and engineering goods.
India’s chemical exports to the US include Iron Oxide, Aluminium Oxide, Magnesium Sulphate Heptahydrate, Copper Chloride, Carbon Black, Calcium Chloride, Tri Sodium Phosphate, Sodium Permanganate, Zinc Oxide, Sodium Nitrite, Insoluble Sulphur and more.
India’s exports to the US climbed 11.6% to $86.5 billion in FY2024‑25, led by chemicals, gems, electronics, pharmaceuticals and engineering goods.
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