Shares of Welspun Living are down 30 per cent in 2025 so far amid concerns over Trump tariffs that have disrupted the Indian textile industry, particularly affecting exports. Antique Stock Broking, which met the Welspun Living management at an institutional analyst meet, said the impact has been more pronounced for downstream players, including Welspun Living. Advertisement

Retail product prices in the US have increased by 3–4 per cent, with further 10 per cent rise expected for Welspun Living, adding that topline (especially US exports) is expected to be 15–20 per cent down over the next two quarters till there is a favorable trade deal. Management expects positive developments by October.

Antique said Welspun's profitability would be significantly impacted and likely to be wiped out i

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