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Fashion and LifeStyle

EU gains meet a harsh reality in India: War, rupee, energy shock

March 25, 2026
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EU gains meet a harsh reality in India: War, rupee, energy shock
India’s textile outlook is turning structurally complex.
The EU pact targets ~99.5 per cent trade coverage with phased duty relief, while rupee weakness supports exports.
However, crude volatility, >80 per cent import energy dependence, polyester cost inflation and US market softness (≈28 per cent share) are fragmenting performance, reinforcing a shift towards cotton-led, EU-focused exporters.



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