Leather manufacturers in Kolkata face immediate fallout from U.S. tariff action.
Exporters plan bold rebranding—shipping goods as “Made in Europe” to avoid U.S.
tariffs.
This workaround reflects desperation amid shrinking margins and geopolitical volatility.
The labor-intensive sector may be forced into structural adjustments to sustain revenue.
A reorientation toward non-U.S. markets may be underway.
Government relief packages could be vital—but none yet a
nnounced.
Longer-term strategy may involve supply chain realignment to service global clients.
Sectoral vulnerability underscores India’s broader export diversification needs.
Investors may view leather firms as bellwethers for trade sensitivity.
Creative solutions may preserve back-end supply integrity amid tariff
turmoil.