[CURRENCY / FII FLOWS]
USD/INR > 84.5 — IT/Pharma exporters tailwind, importers squeezed
IT services and pharma exporters that benefit from rupee depreciation past 84.5
▲ Stocks that benefit17 cos
INFYIT
Infosys
Every ₹1 INR depreciation ≈ +30bps EBIT margin
WIPROIT
Wipro
Every ₹1 INR depreciation ≈ +30bps EBIT margin
TCSIT
Tata Consultancy Services
Every ₹1 INR depreciation ≈ +30bps EBIT margin
HCLTECHIT
HCL Technologies
Every ₹1 INR depreciation ≈ +30bps EBIT margin
TECHMIT
Tech Mahindra
Every ₹1 INR depreciation ≈ +30bps EBIT margin
LTIMIT
LTIMindtree
Every ₹1 INR depreciation ≈ +30bps EBIT margin
PERSISTENTIT
Persistent Systems
Every ₹1 INR depreciation ≈ +30bps EBIT margin
COFORGEIT
Coforge
Every ₹1 INR depreciation ≈ +30bps EBIT margin
TATAELXSIIT/Design
Tata Elxsi
Every ₹1 INR depreciation ≈ +30bps EBIT margin
TORRENTPHARMPharma
Torrent Pharma
US revenue translates higher in INR
ZYDUSLIFEPharma
Zydus Lifesciences
US revenue translates higher in INR
BIOCONPharma
Biocon
US revenue translates higher in INR
SUNPHARMAPharma
Sun Pharma
US revenue translates higher in INR
DRREDDYPharma
Dr Reddy's Labs
US revenue translates higher in INR
DIVISLABPharma
Divi's Laboratories
US revenue translates higher in INR
CIPLAPharma
Cipla
US revenue translates higher in INR
AUROPHARMAPharma
Aurobindo Pharma
US revenue translates higher in INR
▼ Stocks under pressure9 cos
TATAMOTORSAuto
Tata Motors
CKD / battery imports more expensive
BAJAJ-AUTOAuto
Bajaj Auto
CKD / battery imports more expensive
M&MAuto
Mahindra & Mahindra
CKD / battery imports more expensive
TVSMOTORAuto
TVS Motor
CKD / battery imports more expensive
ASHOKLEYAuto
Ashok Leyland
CKD / battery imports more expensive
HYUNDAIAuto
Hyundai Motor India
CKD / battery imports more expensive
MARUTIAuto
Maruti Suzuki
CKD / battery imports more expensive
HEROMOTOCOAuto
Hero MotoCorp
CKD / battery imports more expensive
EICHERMOTAuto
Eicher Motors (Royal Enfield)
CKD / battery imports more expensive
Historical examples
2026-04-19 — Iran fires on Hormuz tanker, Brent spikes to $96
2026-04-24 — INR breaches 84.5 amid oil shock + FII outflow
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