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Earning Resilience: What makes Indian company thrive during trade war

10 June 2025Care PMS Research1 min read
Earning Resilience: What makes Indian company thrive during trade war

Indian companies that have cultivated resilience can offer more than protection against trade wars, they can sustain growth despite global challenges.

Key insights

  1. Trade wars and global disruptions are now a constant, forcing businesses to adapt quickly.
  2. Some Indian companies are better positioned not only to weather these storms but to thrive.
  3. Trade wars bring supply-chain disruption, higher tariffs and squeezed profitability.
  4. Resilient companies turn these pressures into growth opportunities.
  5. Key strengths: robust domestic demand, vertical integration that reduces import dependence, and strategic raw-material sourcing.
  6. Policy support such as PLI schemes, flexible supply chains and localised manufacturing add further resilience.
  7. Companies focused on resilience, domestic demand and diversification are most likely to emerge stronger.

Disclaimer. PMS investments are subject to market risks. Read all the risk factors and disclosures available on the website carefully before investing. This content is for information only and does not constitute a recommendation. Care Portfolio Managers Pvt. Ltd. · SEBI Regn. No. INP000004128.

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