Whalesbook
Budget 2026-27 ka textile sector par yeh focus dekh kar market bhi full form mein aa gaya hai, boss! Jaise hi budget announce hua, kai listed textile shares mein tezi dikhi, investors ka bharosa badh gaya hai ki sarkari support se future mein achha return milega. Raymond aur Gokaldas Exports jaise stocks ne achhi rally maari hai. Gokaldas Exports agarche thoda margin pressure face kar raha tha, phir bhi future growth ki umeed hai. Vardhman Textiles, jiska pichhle saal profit kaafi tagda badha tha, uska target ₹460–₹510 rakha gaya hai. Ye sab dikhata hai ki budget ne sector ke liye earnings ka ek solid foundation bana diya hai.
Sarkaar Ke Naye Schemes Kya Hain?
Budget ka main hissa hai yeh ₹1,500 crore wala 'Integrated Programme for Textile Sector'. Yeh poore value chain ko strong karne ke liye banaya gaya hai aur isme kai important schemes hain:
- National Fibre Scheme: Isse apne desh ki natural fibers jisme silk, wool, aur jute hain, unko boost milega. Man-made fibers mein bhi self-reliance badhegi aur import kam hoga.
- Textile Expansion and Employment Scheme: Purane textile clusters ko modern banane ke liye machines aur tech upgrade ke liye paisa milega, jisse product quality sudhregi.
- Mahatma Gandhi Gram Swaraj Initiative: Yeh khadi, haath-kargha, aur hastkala sectors ko revive karega, jisme branding aur training pe focus hoga. Isse gaon ke artisans ko seedha fayda hoga.
- Tex-Eco Initiative: Environment-friendly manufacturing ko badhava dega, jo aajkal global demand mein important hai.
- Samarth 2.0: Textile training ko industry aur colleges ke saath milakar modern banayega.
- Mega Textile Parks: Infrastructure ko improve karne aur investment attract karne ke liye yeh bhi ek bada plan hai, especially technical textiles ke liye.
Market Size Aur Exports Ka Future?
Apna Indian textile market 2025-26 mein US$ 194 billion ka tha aur 2029 tak yeh $209 billion se upar jaane ka estimate hai. Long term mein toh 2034 tak USD 656.31 Billion tak pahunch sakta hai! Exports ki baat karein toh abhi US$ 37 billion hain, lekin EU pact jaise naye trade deals se yeh saalana 20-25% tak badh sakte hain. Target hai 2030 tak $100 billion export ka. 'China+1' strategy aur supply chain diversification se India ko global market mein achha mauka milega.
Valuation Aur Competition Ka Scene?
Sector mein bade players jaise Vardhman Textiles (Market Cap ~₹11,669 crore, P/E ~14.63x) aur Vedant Fashions (Market Cap ~11,792.70 Cr, P/E 30.36) hain. Lambodhara Textiles Ltd ka P/E 15.87 hai. Overall sector P/E lagbhag 40.39x ke aas paas hai, lekin company wise difference hai. India mein skilled labor aur competitive pricing achhi baat hai, par global competition aur buyers ki badalti demands ko bhi samjhna padega. US jaise markets se policy uncertainty ek risk hai, lekin naye trade pacts opportunities bhi de rahe hain.
Yeh budget ek clear roadmap de raha hai raw material se le kar tech, skills, sustainability, aur infrastructure tak ke liye. Isse investment aur jobs badhenge. Lekin global slowdown, currency fluctuations, aur trade policy changes ko bhi manage karna hoga. Technical textiles aur sustainable practices pe focus future ke liye zabardast hai.