Consumer Analyst / Channel Surveillance Specialist, Trudence Capital Advisors

Pranav Bhavsar

Consumer Analyst / Channel Surveillance Specialist

Trudence Capital Advisors

Trudence Capital Advisors Private Limited is a SEBI-registered Research Analyst, holding SEBI registration number INH000015747. Our firm is dedicated to providing independent and unbiased research on Indian mid to large-cap companies. Trudence Capital is known for its counter-consensus views, with a focus on forensic research and on-ground primary investigations. Our research approach is thorough, involving detailed analysis of accounting practices and governance, alongside extensive channel checks.

Independent & Unbiased Research

Equity Bottom-Up

<ul>
<li>In this insight, we focus on the textile industry dynamics in India, Bangladesh, and Vietnam, particularly focusing on the "Bangladesh Plus One" sourcing strategy.</li>
<li>Textile stocks have surged significantly, with an average increase of 13% in one month and 50% year-to-date, driven by investment narratives.</li>
<li>Despite optimism in India, Bangladesh and Vietnam maintain competitive advantages, particularly in labor costs and export-oriented policies, affecting India's market share.</li>
</ul>


In this insight, we focus on the textile industry dynamics in India, Bangladesh, and Vietnam, particularly focusing on the "Bangladesh Plus One" sourcing strategy.
Textile stocks have surged significantly, with an average increase of 13% in one month and 50% year-to-date, driven by investment narratives.
Despite optimism in India, Bangladesh and Vietnam maintain competitive advantages, particularly in labor costs and export-oriented policies, affecting India's market share.


India Textiles | Bangladesh Plus One Déjà Vu

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>Cotton consumption in the 2023-24 season is estimated at 307 lakh bales, making it one of the highest in the past decade.</li>
<li>Government is considering extending the PLI scheme to all garments, including cotton ones.</li>
<li>Minister Singh also emphasized the need for a comprehensive roadmap to elevate India’s textile market from $165 billion to $350 billion.</li>
</ul>


Cotton consumption in the 2023-24 season is estimated at 307 lakh bales, making it one of the highest in the past decade.
Government is considering extending the PLI scheme to all garments, including cotton ones.
Minister Singh also emphasized the need for a comprehensive roadmap to elevate India’s textile market from $165 billion to $350 billion.


What Is Cooking in Indian Textile Sector?

India

Gokaldas Exports Limited is a prominent Indian apparel manufacturer specializing in the design, manufacture, and sale of a diverse range of garments, including outerwear, activewear, fashion wear, bottom wear, casualwear, and sportswear for men, women, and children. The company serves a global clientele of prestigious fashion brands and retailers across more than 50 countries. Gokaldas Exports was founded in 1979 and is headquartered in Bengaluru, Karnataka, India.

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Gokaldas Exports (GEXP IN)

India Textiles | Bangladesh Plus One Déjà Vu

Textile industry dynamics in India, Bangladesh, and Vietnam show Bangladesh and Vietnam's competitive advantages impacting India's market share.

Pranav Bhavsar

What Is Cooking in Indian Textile Sector?

Post Bangladesh Crisis- The World is looking India as Bangladesh+1 for Readymade Garments! Companies beneficial which has integrated Plant: KPR...

Nimish Maheshwari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

India Textiles | Bangladesh Plus One Déjà Vu

​Textile industry dynamics in India, Bangladesh, and Vietnam show Bangladesh and Vietnam's competitive advantages impacting India's market share.

Pranav Bhavsar

What Is Cooking in Indian Textile Sector?

Post Bangladesh Crisis- The World is looking India as Bangladesh+1 for Readymade Garments! Companies beneficial which has integrated Plant: KPR...

Nimish Maheshwari

Textile industry dynamics in India, Bangladesh, and Vietnam show Bangladesh and Vietnam's competitive advantages impacting India's market share.