Indian Film production and distribution stocks are under the spotlight after US President Donald Trump announced a 100% tariff on films made outside the United States. The move is expected to significantly impact the Indian film industry, which earns a large portion of revenues from the US box office and streaming services. Estimates suggest collections of ₹1,400–1,500 crore in 2024, with Hindi and Telugu films leading. Key revenue earners include Baahubali 2, Pathaan, RRR, and Pushpa 2. The tariff could disrupt distribution deals, overseas earnings, and animation outsourcing, challenging studios to rethink release strategies and international operations.

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