The Union cabinet has given its nod to a comprehensive six-year export promotion mission with a massive budget allocation, signaling a significant boost for India's export-oriented companies. The approval, granted on November 12, 2025, comes with a ₹25,060 crore budget and includes ₹20,000 crore specifically earmarked for expanding the exporters' credit guarantee programme.
What the Export Promotion Mission Aims to Achieve
This ambitious initiative is designed to strengthen India's export competitiveness on the global stage, with particular emphasis on supporting micro, small and medium enterprises (MSMEs), first-time exporters, and labor-intensive sectors. The government has identified several key industries that will receive priority support, including those affected by recent global tariff escalations.
The targeted sectors include textiles, leather, gems and jewellery, engineering goods, and marine products - all areas where India has significant manufacturing capabilities and export potential. This strategic move aims to counter the challenges posed by international trade barriers while capitalizing on India's competitive advantages.
Three Stocks Poised to Benefit from the Export Push
Avanti Feeds: Leading the Aquaculture Charge
Avanti Feeds stands as India's premier integrated aquaculture company, dominating the shrimp feed segment while maintaining comprehensive operations across shrimp hatcheries, farms, and processing facilities. The company has demonstrated impressive financial performance, with net profits soaring to ₹5,571 million in FY25 from ₹3,938 million year-on-year.
The company is actively diversifying its export markets beyond traditional destinations like the United States, which has experienced tariff and regulatory disruptions. Avanti Feeds is expanding its presence in Europe, the Middle East, and East Asia, aligning its strategy with evolving global demand patterns.
To support its international ambitions, the company has commissioned a new state-of-the-art shrimp processing plant in Krishnapuram, Andhra Pradesh, with an annual capacity of 7,000 metric tons. Their long-standing collaboration with Thai Union Group provides access to advanced research, innovative feed formulation technologies, and efficient distribution networks.
Gokaldas Exports: Apparel Manufacturing Powerhouse
Gokaldas Exports ranks among India's largest apparel manufacturers and exporters, serving over 50 countries through more than 30 production units capable of producing approximately 87 million garments annually. The company reported total income of ₹10.03 billion in Q2 FY26, representing 7% year-on-year growth.
Despite a 2% decline in overall Indian apparel exports, Gokaldas Exports demonstrated robust performance in its India operations, which grew by 14% year-on-year. The company absorbed a significant portion of US tariff burdens to support key customers, showcasing its commitment to maintaining strong client relationships.
While Africa operations experienced a 23% decline due to uncertainties regarding the AGOA rollover, the company anticipates strong order book buildup in coming quarters, particularly if AGOA benefits are reinstated. Effective cost management and productivity improvements have helped mitigate some operational challenges.
KPR Mill: Vertically Integrated Apparel Leader
KPR Mill operates as one of India's leading vertically integrated apparel manufacturing companies, with 12 hi-tech manufacturing facilities serving international brands. The company reported net sales of ₹16,320 million in Q2 FY26 compared to ₹14,800 million year-on-year, while net profits improved to ₹2,180 million from ₹2,050 million.
The company is undertaking significant modernization efforts in its spinning division and establishing exclusive vortex yarn manufacturing capabilities. KPR Mill is also ramping up advanced garment manufacturing facilities at Chengapally as part of its strategic expansion plans.
With capacity to produce 100,000 metric tons of yarn and 204 million units of garments, plus 4,000 metric tons of Vortex Viscose yarn, KPR Mill's integrated business model and focus on value-added products position it well for sustained growth in the export market.
Investment Outlook and Considerations
The cabinet's export promotion mission comes at a crucial time for Indian exporters facing global headwinds. The substantial financial backing and strategic focus on vulnerable sectors provides a significant tailwind for companies operating in these spaces.
Investors should conduct thorough due diligence by evaluating company fundamentals, corporate governance standards, and stock valuations before making investment decisions. While the export mission creates favorable conditions, individual company performance will depend on execution capabilities, management quality, and global market dynamics.
The three highlighted companies represent different segments of India's export ecosystem, each with distinct competitive advantages and growth strategies. Their established export operations and focus on quality make them well-positioned to capitalize on the government's renewed export push.
