SMC Global Securities Limited

3️⃣Where’s the opportunity? UK imports trousers, sweaters, and t-shirts the most - over 40% of total volumes. 🔷India already strong in these categories 🔷Removal of duties gives India an edge in high-volume, price-sensitive products 👉Expect Indian trousers & tees to flood UK https://t.co/J5AFTh1nH9

5️⃣Diversifying from the US dependency 🔷50% of India’s textile exports go to the US 🔷UK remains underpenetrated 🔷The FTA gives India a golden chance to diversify export markets 👉Reducing US dependence is strategic, especially with global supply chains in flux https://t.co/kI2AM8008l

1️⃣India-UK Free Trade Agreement (FTA) Signed after 3 years of talks, this FTA removes 8-12% import duty on India’s textiles 🔷Brings India on par with Bangladesh, Turkey, Vietnam 🔷Makes Indian apparel & textiles price-competitive in the UK 🔷Expected to double bilateral trade https://t.co/YVAXCRWqf1

And that’s a wrap! If you found this useful, retweet and comment: Which Indian textile stock do you think will benefit the most from the India-UK FTA? 👉Disclaimer: This thread is for educational purposes. Not investment advice

7️⃣Bonus beneficiaries 🔷Pearl Global, KPR Mills, PDS, Alok Industries, Faze Three 🔷All expect to scale up UK business by 1.5-2x in 1-2 years 👉 India’s home textiles, spinning, and garment players all stand to gain

With rising defence budget and Make in India initiatives, Indian defence stocks are gaining serious momentum 📈 From missiles to military tech, aircraft carriers to fighter jets, these companies are building the future of national security 🛡 Here are 5 defence stocks that https://t.co/S3AK8oIheB

4️⃣Ready-made Garments (RMG) to lead the charge India’s textile exports to UK grew 6% CAGR from 2020-2024. 🔷RMG is the hero - 77% of exports to UK are garments 🔷Experts estimate an extra $1Bn apparel export opportunity 👉Apparel will be India’s fastest-growing category in the

6️⃣Who benefits the most? Here are the key players best placed to ride the FTA wave: 🔷Welspun Living: 9% of exports to UK, expects double-digit growth. 🔷KPR Mills: 60% of sales in UK+EU, sees 5-10% growth in UK. 🔷Gokaldas Exports: 5% UK exports, plans to double UK share by https://t.co/D1gEdcr5mg

8️⃣What’s the big picture? 🔷India’s credibility as a trade partner rises 🔷Strengthens export pipeline & margins 🔷Improves competitiveness vs China, Bangladesh 👉The FTA is not just about tariffs. It signals India’s arrival as a serious global textile exporter