The Indian textile and apparel sector has endured a brutal year. Long before the recent Gulf war triggered a broader market downturn, textile companies were already wrestling with severe headwinds. High US tariffs severely disrupted orders from the sector’s largest export market, squeezing corporate margins and forcing international customers to delay crucial sourcing decisions.
However, a major turning point may be on the horizon. India and the United States have officially kicked off final-stage negotiations to lock in their long-awaited trade agreement. While some analysts argue a deal was inevitable, the timing is critical. If signed, this pact could effectively end the “tariff tantrums” that have plagued the industry, presenting a massive growth catalyst for Indian manufacturers.
But is it time to buy? Whether these stocks are truly attractive depends entirely on where a company sits in the textile value chain. For investors willing to dig into the specifics, select textile stocks are flashing buy signals, with analysts
