印度服装供应商戈卡尔达斯出口公司（GOKL.NS）的一位高管告诉路透社，该公司预计欧洲的出口份额将近乎翻倍，因为该公司将从一项拟议中的贸易协议中受益，同时将业务多元化，超越美国市场。
Indian apparel supplier Gokaldas Exports (GOKL.NS) expects Europe to nearly double its share of exports as it benefits from a proposed trade deal, while diversifying beyond the US, a top executive told Reuters.
由于关税不确定性持续，国内服装出口商正将目光投向美国之外，同时预期随着印度获得更好的贸易准入，欧洲需求将更加强劲。
Domestic garment exporters are looking beyond the United States as uncertainty over tariffs persists, while anticipating stronger demand from Europe as India secures better trade access.
“欧洲占我们出口量的约15%。未来三到五年，我们预计欧洲的份额将增至约25%至30%，”戈卡尔达斯公司副主席兼总经理西瓦拉马克里希南·加纳帕蒂（Sivaramakrishnan Ganapathi）表示。
"Europe accounts for around 15% of our exports. Over the next three to five years, we expect Europe's share to increase to approximately 25%-30%," said Sivaramakrishnan Ganapathi, Gokaldas' vice-chairman and managing director.
欧盟预计将在2026年底前与印度签署一项里程碑式的贸易协议，削减进口关税。
The European Union is expected to sign a landmark trade deal with India by the end of 2026, cutting tariffs on imports.
加纳帕蒂表示，戈卡尔达斯正在“与主要欧洲零售商积极进行磋商，为免税贸易做准备”，他未点名这些零售商，并补充说该公司正在印度增产，而非将生产转移到其他地方。
Gokaldas is "actively holding discussions with major European retailers in preparation for duty-free trade," Ganapathi said without naming them, adding it is boosting capacity in India instead of moving production elsewhere.
该出口商的主要客户包括盖普（Gap）、卡哈特（Carhartt）和JCPenney等品牌，公司计划在2027财年投资12.5亿卢比（约合1320万美元），以扩大整体产能并升级设施。
The exporter, whose top customers include brands such as Gap, Carhartt, and JCPenney, is investing 1.25 billion rupees ($13.2 million) in fiscal 2027 to expand overall capacity and upgrade facilities.
戈卡尔达斯的同行包括珍珠环球工业公司（PGIL.NS）和KPR纺织厂（KPRM.NS），该公司预计美国在其出口中的份额将从69%下降，以削减对关税冲击和政策不确定性的敞口。公司未说明份额将下降多少。
Gokaldas, which counts Pearl Global Industries (PGIL.NS) and KPR Mill (KPRM.NS) among its peers, expects the US share of exports to moderate from 69%, seeking to cut exposure to tariff shocks and policy uncertainty. It did not say by how much the share would fall.
“印度—欧盟贸易协定可能提供一个中期机会来提升竞争力，但这取决于实施情况、产品覆盖范围和原产地要求，”埃奎鲁斯证券分析师罗纳克·沙阿（Ronak Shah）表示。
"The India–EU trade agreement could provide a medium-term opportunity to improve competitiveness, subject to implementation, product coverage and origin requirements," said Equirus Securities analyst Ronak Shah.
政府数据显示，美国1月至8月的全球服装进口下降7%，至490.8亿美元。
US apparel imports from across the globe fell 7% to $49.08 billion in January-August, government data showed.
甘帕蒂表示，戈卡尔达斯公司2027年春夏季的美国订单强于2026年假日季，当时其从印度发出的货物较去年同期增长3%至4%。他补充说，假日销售将为明年的需求提供早期指示。
But Gokaldas' US spring and summer orders for 2027 were stronger than the 2026 holiday season, when its shipments from India rose 3%-4% from a year earlier, Ganapathi said. He added that holiday sales would provide an early indication of demand for next year.