India at inflection point to reclaim global textile share, says Emkay Research
Emkay Research argues India is positioned to break out of a 15-year stagnation at 3-4% of global apparel trade, citing policy reforms, new trade agreements, tariff advantages over rivals, and resilient domestic demand as catalysts for a structural rerating of the textile and apparel sector.
Emkay Research says India is at an inflection point to regain global textile and apparel market share, aided by policy reforms, trade agreements, tariff advantages and domestic demand. India's share of global apparel trade has stagnated at 3-4% for 15 years.
Why this matters
Emkay's call frames India's textile sector as moving from a decade-plus plateau to a structural rerating, tying together FTA tailwinds, China+1 shifts, and tariff gaps versus Bangladesh and Vietnam.
Retail-brand signals steady at 1,282 over the last 90 days, indicating consistent sector coverage.