** Chemical makers Navin Fluorine NSE:NAVINFLUOR down 1.7%, SRF NSE:SRF and PI Industries NSE:PIIND decline 2.4% each
** U.S. imposes higher tariffs on Indian goods
** NAFL, SRFL export refrigerant gases, fluorochemicals to U.S.
** PIIL could be indirectly impacted through its broader chemicals exposure
** Cos face potential margin pressure, order slowdowns
** Analysts rate PIIL and NAFL "buy", SRFL rated "hold" - data compiled by LSEG
** Since July 31 when Trump announced initial 25% tariff, PII falls 6.5%, SRFL declines nearly 5% and NAFL drops 1.7%
