India ka textile industry ab agle 5 saal mein double hone ki planning kar raha hai. Government **₹400 Billion** ka naya scheme la rahi hai, lekin cotton ki badhti keemat aur export market ke challenges investors ke liye thoda tension wala matter hai.
Growth ka Roadmap ready hai!
India ka aim hai ki textile sector ko $190 Billion se badha kar $350 Billion tak le jaya jaye. Iske liye sarkar ₹400 Billion ka 'TEEM' (Textile Expansion and Employment Scheme) la rahi hai. PM MITRA parks mein bhi ab tak ₹685.9 Billion ka investment aa chuka hai, jahan Grasim Industries aur Vardhman Textiles jaise bade players apni capacity badha rahe hain.
Cotton prices ka pressure
Sab kuch itna smooth nahi hai. September 2026 tak cotton yarn ke prices ₹400 per kg tak pahunch gaye hain, jo ki saal ke shuruat se 60% zyada hai. Cotton production gir kar 290.91 lakh bales par aa gaya hai. Sarkar ne 11% import duty hata kar thodi raahat di hai, lekin raw material ka high cost abhi bhi companies ke margin par asar daal raha hai.
Export market mein badlav
Exports mein 10.3% ki recovery zaroor dikhi hai, par ab companies US market par depend kam kar rahi hain. US ki Section 301 duties ke dar se ab Raymond Lifestyle aur Kitex Garments jaise exporters Europe aur dusre emerging markets par focus shift kar rahe hain.
Investors ke liye kya hai?
Investors ko dekhna hoga ki companies apne Capex aur high input costs ke beech balance kaise banati hain. PM MITRA parks ki progress aur export diversification hi aane wale time mein in stocks ka trajectory decide karenge.