Exports from India to the United States in September 2025 witnessed growth in several key sectors despite new tariff challenges, affirming the strong trade relationship between the two economies.
Export Volume and Trends
India’s exports to the US from January to September 2025 are estimated at approximately $65.44 billion, with projections indicating a continued upward trajectory even amid growing tariffs. The US remains India’s largest export destination, accounting for a major share of total outbound shipments. The latest reports confirm a robust expansion in bilateral trade, with exports showing resilience in the face of shifting global trade dynamics and policy changes.
Top Exported Products
India’s key export categories to the US in FY 2024–2025 include:
- Precious Stones and Metals: Diamonds, gold jewelry, and gems are consistently dominant, reflecting the strength of India’s cutting and polishing centers.
- Electrical and Electronic Equipment: Smartphones, telecom equipment, and other electronics recorded strong growth, boosted by US demand.
- Pharmaceuticals and Medical Devices: Generic medicines and vaccine intermediates continue to command a significant share of exports, with the US as the primary market.
- Petroleum and Mineral Fuels: Refined petroleum products, including jet fuel and diesel, highlight the increasing energy ties between the two countries.
- Machinery and Engineering Goods: Industrial machines, auto parts, and mechanical appliances form a core part of India’s technological exports.
- Textiles and Apparel: Cotton and synthetic garments, home textiles, and accessories maintain their appeal in the US retail sector.
Policy and Tariff Developments
Recent trade developments include the imposition of US tariffs on Indian goods, which rose up to 50% as of August 27, 2025. These steep tariffs impact key Indian export sectors such as textiles, jewelry, auto parts, and seafood, forcing Indian exporters to reassess pricing and competitiveness. Nonetheless, India’s export volume has remained resilient due to sustained demand for pharmaceuticals, electronics, and specialty products.
Bilateral Economic Relations
Beyond merchandise export, the US-India partnership is reinforced by continued mutual investment and educational ties. The US is the third largest investor in India, and over 320,000 Indian students reside in the US, further strengthening people-to-people engagement. The two governments are negotiating trade agreements aimed at mitigating tariff impacts and expanding market access, with new rounds of talks scheduled for the coming months.
India’s exports to the US in September 2025 reflect both the challenges of new tariffs and the opportunities driven by sectoral strengths, technological progress, and enduring demand, making the US the pivotal market for Indian exporters.
