Suditi Industries Rides GST Tailwinds, Gini & Jony Momentum

Suditi Industries Ltd., announced that it is entering a new phase of growth, supported by favorable GST revisions and strong momentum from its recently acquired kidswear brand, Gini & Jony.

The company’s domestic-first strategy has insulated it from global tariff disruptions that continue to weigh on export-driven peers. With global supply chains realigning, Indian brands are gaining prominence, creating opportunities for Gini & Jony to expand its consumer base and build stronger brand loyalty.

The expected reduction of GST on apparel from 12% to 5% is seen as a key catalyst for growth. Lower taxes are likely to boost festive season demand while simultaneously improving margins through reduced tax outflows, providing Suditi with additional flexibility to reinvest in expansion.

Since the acquisition of Gini & Jony in November 2024, Suditi’s market capitalization has surged from Rs 54.5 crore to nearly Rs 250 crore, highlighting investor confidence in its strategy.

Management has outlined a clear roadmap for scale, with plans for Gini & Jony to become a profitable growth engine by FY26, targeting EBITDA margins of 7–8%. Over the next five years, turnover potential is projected at Rs 700–800 crore. With a daily manufacturing capacity of more than 100,000 garments, Suditi is well-positioned to meet rising demand and capture a greater share of India’s kidswear market.

Commenting on the company’s progress, Harsh Agarwal, CEO of Gini & Jony said, “This is a pivotal time for Suditi. With the integration of Gini & Jony, we are no longer just a textile manufacturer, we are transforming into a consumer-facing retail powerhouse. The upcoming GST reforms and strengthening domestic consumption create a strong runway for growth. We are confident of delivering value to our customers, investors, and all stakeholders as we build one of India’s most trusted kidswear businesses.”