Bangladesh Impact on Listed Companies: An Overview

VIP Industries Plant in Bangladesh

VIP Industries sources 30-35% of its capacity from Bangladesh, making the region vital to its operations.

Marico’s Bangladesh Revenue

Marico derives 44% of its international revenue from Bangladesh, which constitutes 25% of its overall sales.

Sales Exposure for Dabur, Marico, GCPL & Britannia

For companies like Dabur, Marico, GCPL, and Britannia, exposure to sales in Bangladesh is less than 5%.

Trent’s Sourcing Countries

Trent’s primary sourcing countries include Hong Kong, Thailand, and Bangladesh.

Key Trends to Track

Garment and textile companies could benefit from disruptions in Bangladesh as global firms adopt a Bangladesh+1 supply chain strategy.

Beneficial Textile Companies

Companies that stand to gain include KPR Mills, Lux Industries, Vardhman Textiles, and Lambodhara Textiles.