Synopsis:
Indian textile exporters fell sharply on Thursday after the US imposed a 25 p.c tariff on Indian imports. Shares like Gokaldas Exports, Indo Rely, and Welspun Dwelling, which have excessive US income publicity, tumbled.
Investor sentiment turned adverse as Indian inventory markets fell after the US introduced a 25 p.c tariff on Indian items. The transfer, led by President Donald Trump, additionally included penalties linked to India’s protection and oil commerce with Russia.
This surprising motion created uncertainty round India-US commerce relations. Because of this, export-heavy sectors, particularly textile corporations that earn a big share of their income from the U.S., noticed their shares decline sharply on Thursday. Listed below are 5 textile shares in focus after Trump’s tariffs
Gokaldas Exports Restricted is a number one attire producer engaged within the design, manufacturing, and sale of clothes for males, girls, and youngsters. The corporate provides to a number of prime worldwide vogue retailers and has constructed a robust popularity within the international garment outsourcing market.
The corporate derives 77.3 p.c of its income from the US, making it some of the uncovered gamers within the sector. Because of this, shares of Gokaldas Exports closed at Rs. 850 on July 31, 2025, marking a pointy fall of 4.52 p.c. Its present market capitalization stands at Rs. 6,224 crore.
Indo Rely Industries Restricted is a key participant within the international residence textile business, specializing within the manufacture and export of mattress linen, mattress sheets, and quilts. It’s acknowledged as the most important exporter of mattress linen from India.
With 70 p.c of its income coming from the US market, Indo Rely is extremely susceptible to any hostile modifications in commerce phrases. The inventory closed at Rs. 272 on Thursday, down 3.70 p.c from the earlier session. The corporate’s market capitalization now stands at Rs. 5,387 crore.
Himatsingka Seide Ltd operates as a vertically built-in textile agency with a world presence. The corporate is concerned in designing, manufacturing, and distributing a variety of residence textile merchandise together with bedding, bathtub linens, and fine-count yarns, supported by among the largest manufacturing capacities within the business.
The US accounts for a big 85 p.c of Himatsingka’s complete income, making it essentially the most uncovered amongst its friends. Shares of the corporate ended the session at Rs. 139.75, registering a decline of two.71 p.c. The corporate’s market cap at the moment stands at Rs. 1,757 crore.
Based in 1990, Trident Restricted is a diversified producer and exporter concerned in yarns, terry towels, bedsheets, paper, and chemical compounds. The corporate has a big worldwide consumer base and is a acknowledged title within the residence textile phase.
Whereas comparatively much less depending on the US in comparison with friends, the US nonetheless contributes 38 p.c to its general income. Trident shares closed at Rs. 30.20 on July 31, falling 2.28 p.c in response to the tariff announcement. Its market cap at the moment stands at Rs. 15,288 crore.
Welspun Dwelling Restricted, part of the US$ 2.7 billion Welspun Group, is among the world’s largest producers of residence textile merchandise. The corporate offers a complete vary of residence and technical textile options and has constantly centered on innovation, sustainability, and international branding to keep up its management.
Roughly 65 p.c of Welspun’s income is derived from the US, making it extremely delicate to any change in US commerce coverage. The inventory fell 4.01 p.c to shut at Rs. 127.50 on Thursday. The corporate’s market capitalization stood at Rs. 12,299 crore.
Written By Manan Gangwar
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