Sustainable Fashion Lifting Apparel Stocks Part 1

Strong Export Recovery Post-Global Slowdown With recovery in the US and EU economies, Indian textile exports are expected to rebound in 2025, especially in cotton and home textiles. Export demand from countries like Bangladesh, Vietnam, and Turkey is also forecasted to rise due to "China Plus One" sourcing strategies. Source: ICRA, CRISIL Reports PLI Scheme Benefits to Materialize The Production-Linked Incentive (PLI) scheme in technical textiles and man-made fiber segments is likely to boost margins and competitiveness. Companies participating in the PLI are expected to see capex-driven growth with improved financial performance starting mid to late 2025. Source: Ministry of Textiles, India Increased Consolidation in Unorganized Sector Unorganized players continue facing margin pressures due to rising input costs and GST compliance. This trend may lead to increased consolidation and higher market share for listed organized players like Vardhman Textiles, KPR Mills, and Welspun India. Source: BSE/NSE Analyst Reports, Edelweiss Research