Ahmedabad Yarn & Fibre Prices

Record Cotton Imports Leave India With Large Stocks: What It Means for Ahmedabad Mills

India imported a record volume of cotton in the 2025-26 season, and the Cotton Association of India expects the new season to open with much larger stocks than last year. For Ahmedabad's spinning, weaving and denim units, that points to comfortable raw material supply.

India's cotton imports in the 2025-26 season, which ended on 30 September 2026, are estimated at 62 lakh bales, according to the Cotton Association of India (CAI). That is 21 lakh bales more than the previous season's 41 lakh bales. By the end of July, about 54 lakh bales had already arrived at Indian ports.

Supply comfortably ahead of demand

CAI's August report put the main numbers for the season as follows:

  • Crop (pressing): 339 lakh bales, raised by 2 lakh bales from the earlier estimate.
  • Mill consumption: 348 lakh bales, up from 319 lakh bales last season.
  • Exports: 15 lakh bales, down from 18 lakh bales.
  • Total supply: 456.59 lakh bales, including opening stock and imports.

CAI expects closing stock at the end of the season of about 93.59 lakh bales, roughly 38 lakh bales more than a year earlier. As of July, mills held about 87 lakh bales, with the rest with the Cotton Corporation of India, traders, ginners and others.

What it means for Ahmedabad

Ahmedabad is one of India's leading centres for cotton spinning, weaving and denim, and its mills are among the largest buyers of Gujarat cotton. A season that opens with large stocks generally gives mills more choice and more bargaining power when buying raw cotton, instead of the scramble for supply seen in tighter years.

Higher mill consumption, up about 9% on last season, also shows that demand for cotton yarn and fabric has been firm, which matches the stronger cotton textile export numbers seen in recent months.

What it means for Ahmedabad traders

Ample cotton stocks could help keep raw material costs steady for Ahmedabad spinners and denim mills in the new season, which may limit price increases on cotton yarn and fabric. Traders buying cotton fabrics, kurtis and denim may have more room to negotiate on price than in a tight-supply year, though final prices will still depend on the new crop and global markets.

Questions traders are asking

How much cotton did India import in 2025-26?

The Cotton Association of India estimates imports of 62 lakh bales in the 2025-26 season, up from 41 lakh bales the season before.

What closing stock does CAI expect?

CAI expects the season to close with about 93.59 lakh bales, roughly 38 lakh bales more than a year earlier.

Why does this matter for Ahmedabad textile mills?

Large opening stocks usually mean comfortable raw cotton supply and more bargaining power for mills, which can help keep cotton yarn and fabric costs steady.

Sources

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