Jewellery Stocks Rally After India–US Trade Deal; Kalyan Jewellers Jumps 11%, Titan Gains

Shares of jewellery companies moved sharply higher after India and the United States announced an interim trade agreement that reduced uncertainty around tariffs. The development improved expectations for exports, margins, and demand, leading to strong buying across listed jewellery stocks.

Strong Gains Across Listed Jewellers

Buying interest was seen across the sector. Kalyan Jewellers rose more than 11%, while Senco Gold gained nearly 7%. PN Gadgil Jewellers advanced around 6%, and Thangamayil Jewellery climbed over 5%.

PC Jeweller added about 4%, and Titan Company also moved higher by more than 2%, reflecting improved sentiment toward export-focused businesses.

Why the Trade Agreement Boosted the Sector

The United States is one of the largest markets for Indian jewellery, especially for cut and polished diamonds and gold-studded products. The new agreement provides clearer tariff rules, including reciprocal tariffs around 18% on certain categories and the possibility of future tariff reductions on more products.

This clarity reduces uncertainty for exporters and allows companies to plan pricing, shipments, and inventory more confidently. Industry leaders also welcomed zero-duty benefits on gems and diamonds, which could support export recovery after earlier declines.

Also Read: Best 10 Blue Chip Stocks for February 2026!

Conclusion

The India–US trade agreement has strengthened investor confidence in jewellery stocks by improving export visibility and reducing tariff concerns. 

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