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India and Russia used their December 2025 meeting to establish a multifaceted collaboration intended to reach USD 100 billion in bilateral trade by 2030, with obvious emphasis on right India's significant trade deficit. By connecting India's SFMS and Russia's SPFS, the nations pledged to shift more than 90% of their transactions into local currencies, effectively bypassing SWIFT to protect bilateral flows from Western sanctions and increase Russian surplus rupees' investment in Indian assets and infrastructure.
Beneficiaries are grouped upstream in Indian defence and aerospace, upstream energy, nuclear engineering, shipping, and export-oriented sectors, including pharmaceuticals, food, and textiles at the industry level. Through collaborative R&D, technology transfer, and home manufacturing, defence ties are re-rating towards “Make in India”—possibly re-rating companies such as HAL, BEL, Bharat Dynamics, and significant Indian shipyards—but with signed contracts serving as the actual catalyst instead of statements of intent. While the energy corridor is still a vital pipeline with continuing Russian oil, gas, and coal flows supporting Indian refineries, plus greater nuclear collaboration around Kudankulam and fresh SMRs—a benefit for EPC and engineering plays and transportation/logistics firms riding the India-Russia commodity route.
On the export front, the redesigned rupee–rouble settlement is meant to de-risk and speed Indian exports into Russia, especially for pharma, processed foods, textiles, and engineering goods—sectors where India has high competitiveness, and Western exits have left supply gaps. Instead of a single-stock extravaganza, this summit plan is a slow-burn, multi-year structural story best told using themed baskets covering defense, energy/nuclear, and Russia-focused exporters, with portfolio building always aware of sanctions and implementation risk.
