The US tariff cut to 18 per cent is seen as a structural boost for India’s textile exports, improving cost competitiveness and market access.
Industry bodies expect benefits to cascade across the cotton-to-garment value chain, supporting demand revival and utilisation.
Design-led brands see scope to reinvest in craftsmanship and positioning.

Page Industries, the licensee for Jockey in India, saw its net profit drop by 7.4% in the third quarter of fiscal year 2026. This decline was influenced by one-time provisions linked to new labour codes. However, the company achieved a 5.6% increase in revenue during the same period.

Timex Group India achieved significant profit growth in the December quarter of FY26. Revenue increased by 26 percent year-on-year. The Timex brand saw 32 percent revenue growth. Licensed brands like Guess and Versace also performed well. E-commerce emerged as a key growth driver. For the nine months ended December 2025, total income rose 40 percent.

Luxembourg consumers continued to favour cotton apparel during January–November 2025, with cotton imports accounting for nearly 45 per cent of total garment imports.
Overall apparel imports declined 6.1 per cent year on year amid softer demand across Western Europe.
Despite this, the market remained structurally stable, driven by essential categories and balanced knit–woven demand.

Cambodia’s manufacturing sector is expected to have grown by 8.5 per cent in 2025, while overall economic growth in the year is projected at around 5 per cent, the National Bank of Cambodia said.
Garment manufacturing output is estimated to have grown by 7.1 per cent last year compared to 15.8-per cent growth in 2024, while non-garment manufacturing grew by 10 per cent compared to 6.9-per cent in 2024.

Trent Ltd announced a profit increase for the December quarter. Net profit rose 2.73% to Rs 510.11 crore. Revenue from operations also saw a rise of 14.78%. The company expanded its store footprint with new Westside and Zudio outlets. Trent’s Chairman expressed optimism about future growth and customer focus.

India’s textile and apparel industry sees the $100 billion export target as achievable after the India–US trade deal sharply reduced tariffs from 50 per cent to 18 per cent.
The move gives Indian exporters a 2 per cent cost advantage over key rivals, restores competitiveness in the US market, improves capacity utilisation, and is expected to unlock fresh investments and higher production.

Columbia Sportswear has reported full-year 2025 net sales growth of 1 per cent to $3.4 billion, with margin gains offset by tariff pressure and impairment charges that weighed on profits.
Q4 sales declined despite stronger margins and international growth.
For 2026, the company expects modest revenue growth but cautioned on margin pressure from US tariffs, with a softer outlook for Q1 earnings.

India’s gems and jewellery exporters anticipate a market rebound in the US. Recent US tariff reductions offer hope after a substantial drop in shipments. Diamond exporters await clarity on zero-duty benefits. The lab-grown diamond sector also looks to expand its US market share. This development is seen as a timely positive for the industry.

The India–US tariff reset sharply improves India’s price competitiveness in the US market, triggering early signs of order revival and exporter confidence.
Combined with the EU deal and Budget support, it creates a rare alignment for export-led growth.
Real gains will hinge on rapid capacity expansion, productivity gains, and stronger ESG compliance.