Textile Stocks Rise Up to 6% After Interim India–US Trade Deal; Gokaldas Exports Leads Rally

Export-oriented textile companies such as Gokaldas Exports, Welspun Living, and KPR Mills continued their upward trend on February 9, rising as much as 6% after confirmation of an interim India–US trade agreement.

Investor sentiment improved further as lower tariffs are expected to support export demand and earnings visibility.

Strong Weekly Gains Across the Sector

Within a week, several textile stocks have surged sharply. Gokaldas Exports emerged as the top performer, rising about 42%, while Welspun Living, KPR Mills, Vardhman Textiles, and Trident gained up to 19%, showing strong buying interest across the segment.

On Monday’s session, Gokaldas Exports rose around 5–6%, while Vardhman, Welspun, and KPR Mills advanced nearly 3%, and Trident added about 2%.

Why the Trade Deal Boosted Sentiment

Under the interim agreement, the US will apply an 18% reciprocal tariff on Indian textile and apparel products, lower than the earlier 25% rate. Since the US is India’s largest textile export market, the reduced tariff is expected to improve price competitiveness against countries such as China, Bangladesh, Pakistan, and Vietnam.

Lower duties may lead to higher order flows, better capacity use, and gradual margin recovery for Indian exporters.

Also Read: Best 10 Blue Chip Stocks for February 2026!

Export Opportunity and Industry Outlook

Companies expected to benefit include:

• Gokaldas Exports – strong exposure to US apparel demand
• Welspun Living and Indo Count – well-established US retailer relationships
• KPR Mills – integrated operations and supply-chain efficiency

However, future performance may still depend on cotton prices and global demand recovery.

Conclusion

The interim India–US trade deal has significantly improved the outlook for India’s textile exporters by lowering tariffs and enhancing competitiveness in the key US market. Strong recent stock gains reflect rising optimism, though sustained growth will depend on global demand, raw-material costs, and execution by leading companies.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

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