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From tariff shock to turnaround: Can India-US trade deal reset textile outlook?

Experts suggest that investors and markets will now seek clarity from managements on how much incremental growth tariff normalisation can deliver in CY26 and CY27.

February 03, 2026 / 12:34 IST
In October 2025, India’s textile and apparel imports into the US fell sharply, with total apparel imports down 28.5%, cotton apparel down 30.6%, cotton sheets plunging 46.6%, and towels declining 17.1%. India also lost market share across most segments, ceding ground to competitors such as Vietnam and Pakistan, while towels were the only category to gain share, largely at China’s expense.
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