The performance of the stock market, especially in emerging market economy countries like India, can be heavily influenced by the U.S. economy. Under President Trump’s administration, the tariffs became a major issue, that can affect sectors like IT and pharmaceuticals. These sector companies earn the majority of their revenue from the USA. Companies with exposure more than 50 percent of their revenue can be exposed to uncertainties.
Trump’s push for reciprocal tariffs could raise costs for Indian exporters which depend on the U.S. market, and accounts for around 18 percent of India’s total exports as per sources. This scenario could lead to high volatility in stock prices as they might face challenges in the competitive market against changing trade conditions. Some Indian companies might be affected due to the reciprocal tariff from the USA.
Listed below are some of the stocks that can be affected due to more than 50% of the US market.
Firstsource Solutions Limited
This RP-Sanjiv Goenka Group is into process management and specializes in IT-enabled services across sectors like healthcare, banking, and telecommunications.
With a market capitalization of Rs. 24,952.27 Crores, the shares of Firstsource Solutions Limited were trading at Rs. 358 per equity share, down 2.82 percent from its previous day’s close price.
The revenue exposure to the United States of America is 66.3 percent as of Q3FY25.
Gland Pharma Limited
The company specializes in developing and manufacturing injectable pharmaceuticals. A subsidiary of Shanghai Fosun Pharma, it operates globally, focusing on complex injectables across various therapeutic categories.
With a market capitalization of Rs. 24,866.80 Crores, the shares of Gland Pharma Limited were trading at Rs. 1,509.35 per equity share, down 0.98 percent from its previous day’s close price.
The revenue exposure to the United States of America is 53 percent as of 9MFY25.
Sagility India Limited
Sagility India Limited, formerly Berkmeer India, specializes in healthcare-focused technology solutions for U.S. payers and providers. They offer services like claims processing and revenue cycle management.
With a market capitalization of Rs. 20,972.35 Crores, the shares of Sagility India Limited were trading at Rs. 44.80 per equity share, down 2.18 percent from its previous day’s close price.
The company earns 100 percent of its revenue from the United States of America.
Zensar Technologies Limited
This IT company is a prominent digital solutions and technology services provider. The company was established in 1963 and serves over 145 global clients while specializing in business transformation.
With a market capitalization of Rs. 17,059.62 Crores, the shares of Zensar Technologies Limited were trading at Rs. 751.25 per equity share, down 4.53 percent from its previous day’s close price.
The revenue exposure to the United States of America is 67.3 percent as of Q3FY25.
eClerx Services Limited
The company provides business process management, automation, and analytics services. With over 17,000 employees globally, it serves Fortune 2000 clients across various industries.
With a market capitalization of Rs. 14,586.73 Crores, the shares of eClerx Services Limited were trading at Rs. 3,061.20 per equity share, down 1.83 percent from its previous day’s close price.
The revenue exposure to the United States of America is 76 percent as of Q3FY25.
Written by Santhosh S
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