India’s latest trade talks with the US, including the possible reset of tariffs and a new bilateral agreement, put export exposed Indian industrial and manufacturing stocks under a bright spotlight. Changes to US tariffs and Section 301 actions could reshape cost structures and demand for companies supplying textiles, chemicals, auto components and more into the US market. This article explains what the evolving policy backdrop might mean for investors and highlights 3 stocks from our Export-Oriented Indian Industrial and Manufacturing Companies screener that appear positioned to be positively exposed to this news flow.

Myers Industries (MYE)

Overview: Myers Industries designs and manufactures reusable plastic containers, pallets, fuel and water tanks, and ground protection systems, and also distributes tools and supplies used to service tires and under-vehicle systems for passenger, truck, and off-road vehicles. Its products reach a wide range of end markets, from industrial manufacturing and food processing to agriculture, construction, infrastructure, automotive and government customers.

Operations: Myers Industries generates virtually all of its reported revenue in the United States, with US sales of about US$738 million plus segment-level adjustments of around US$90.7 million.

Market Cap: US$1.03b

Investors watching trade policy may want to consider how Myers Industries might fit into an India US reset, as the company focuses on reusable industrial packaging and infrastructure solutions while working through a business simplification and cost reduction program. The recent Q1 2026 result shows sales holding around US$165 million but tipping into a small loss. This highlights both the execution risk and the potential payoff if margin efforts take hold. Taken together with a long operating history, a confirmed quarterly dividend, portfolio moves toward higher value composite matting and military projects, and a relatively new management team reshaping the business, Myers Industries may offer a differentiated way to gain exposure to supply chain resilience and tariff driven sourcing shifts compared with the headline names in this area.

Myers Industries is reshaping its portfolio and margins just as trade flows may be rewired; yet the real tension between its cost reset, dividend and military projects sits inside the 4 key rewards and 1 important warning sign

Haynes International (HAYN)

Overview: Haynes International develops and manufactures high performance nickel and cobalt based alloys that can withstand extreme heat and corrosion, supplying sheet, plate, tube and wire products used in jet engines, power generation turbines, chemical processing plants and other demanding industrial applications around the world.

Operations: Haynes International generates around US$614.3 million in revenue from technologically advanced, high performance alloys across its product range.

Market Cap: US$774.5 million

Haynes International sits at the crossroads of aerospace, energy and industrial demand, which is why potential shifts in India US trade and global sourcing matter. The company is working through softer end markets and margin pressure. Some analysts highlight a focus on higher value alloys for jet engines, emissions control and harsh chemical environments. Investors also get a 1.44% dividend and a stock that some valuation models see trading below certain estimates of fair value, while the current P/E of 20.8x is above one internal fair multiple but below peer averages. The company also has an inexperienced management team and a reliance on external borrowing, so understanding how Haynes balances growth, capital structure and trade exposure is important for anyone assessing the stock.

Haynes International’s mix of higher value alloys, a 1.44% dividend and a P/E of 20.8x raises a clear question: is the stock quietly pricing in more than the headline suggests, or is something in the analysis report for Haynes International

Avient (AVNT)

Overview: Avient is a specialty materials company that formulates custom colors, additives, inks and advanced polymer compounds used in products such as medical devices, food packaging, consumer goods, building materials, transportation components and industrial equipment across multiple regions.

Operations: Avient generates about US$2.0b of revenue from its Color, Additives and Inks segment and roughly US$1.2b from Specialty Engineered Materials, with a small corporate level loss of US$4.7 million.

Market Cap: US$3.45b

Avient stands out in this export heavy context because it blends a long operating history with a focus on higher value healthcare and sustainable materials, and management reports that its exposure to direct tariff costs is limited through local production, raw material flexibility and pricing actions. Recent results show earnings momentum, margin improvement and a dividend yield near 2.9%. The stock trades below some estimates of fair value while some analysts see potential for further share price appreciation. The flip side is meaningful debt, sensitivity to raw material costs and reliance on sectors such as healthcare and telecom to offset weaker traditional polymer demand. This combination means investors who go deeper into the story may find both potential upside drivers and important risk guardrails to keep in view.

Avient’s mix of earnings momentum, margin improvement and a dividend yield near 2.9% hints that the market may be missing something in the story, and the full picture sits inside the analyst forecasts for Avient

The three stocks in this article are just a starting point, and the full Export-Oriented Indian Industrial and Manufacturing Companies idea surfaces 5 more companies with equally compelling export stories inside the Export-Oriented Indian Industrial and Manufacturing Companies screener. Use Simply Wall St to identify and analyze the exact catalysts, trade exposures and financial traits that matter to you, so you can focus on the highest conviction opportunities in this theme.

Take Control of Your Investment Journey

If Avient or any of these companies sound like a great opportunity, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value the ideal entry point. Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates. Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives. By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.

Seeking Alternatives Beyond Today’s Ideas?

Fresh opportunities can start moving quickly, and once momentum builds, the best entry points may be gone. Scan under the radar for now, before the crowd piles in, and consider acting early if appropriate.

• Spot early breakouts in smaller companies by scanning our curated set of 24 elite penny stocks with strong financials that pair upside potential with comparatively stronger balance sheets than many rivals.
• Follow the momentum behind infrastructure spending by tracking companies in the 34 power grid technology and infrastructure stocks that focus on critical grid upgrades and high value electrical technologies.
• Stay informed on the next automation wave by reviewing curated opportunities in the 31 robotics and automation stocks where industrial robots and smart systems are reshaping production lines worldwide.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.