How US Tariffs Impact Bharat Forge's Business

The US auto sector, accounting for 35-40% of Bharat Forge's sales, faces uncertainty due to new import duties on Indian exports. Despite strong, decades-long relationships with US customers, the company is exploring European markets as a contingency.

Addressing the Challenge: A Growth Opportunity

Amit Kalyani, Vice-Chairman and Joint MD of Bharat Forge, views the current trade challenges as a chance to accelerate India's growth and employment. The focus is on building infrastructure and speeding up capital expenditure to enhance competitiveness.

Demand Outlook and Strategic Shifts

With a weak first half anticipated, Bharat Forge is hopeful for a better second half. However, unresolved US trade issues may pivot the company's focus towards Europe, highlighting the importance of FTAs in fostering new engagements.