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📈 PMS Sector Picks: Auto Components, Textiles & REITs

Summary: Leading PMS managers spotlight dividend‑driven sectors—auto components, textiles, and REITs—for stable cash flows and valuation support. Learn why these themes shine in FY26 and how InvestoEdge’s thematic PMS solutions help you capture them.

1. Auto Components: Tech & Export Growth

Auto‑component stocks saw 25% export volume growth in Q1 FY26, driven by green‑tech demand and global supply‑chain shifts.1 Leading firms report 12–15% EBITDA margins on new EV parts orders.2

2. Textiles: Supply‑Chain Diversification

India’s textiles exports jumped 18% YoY in FY25 as brands shift away from China—spurring demand for composite and technical fabrics.3 Key players delivered 20% ROCE on modern garmenting capacities.4

3. REITs: Inflation‑Hedged Yields

REIT distributions averaged 7.5% in FY25—outpacing 10‑year G‑Sec yields by 250 bp. With office‑space vacancy falling to 14%, rental growth supports further yield stability.5

References

  1. ET Markets – PMS Talk: Auto Components, Textiles, REITs (S. Ramdas)
  2. ET Mobile – Auto‑component export growth & margins
  3. Yahoo Finance – Automotive textiles market analysis 2025
  4. Univest – Textile stocks to watch in 2025
  5. ET Markets – REIT yields & vacancy update
  6. JLL India – Real Estate Outlook FY26
  7. Colliers – India REIT performance & forecasts
  8. CBRE – India Market Outlook Q1 2025
  9. HBR – Building thematic investing strategies
  10. PwC India – Real‑estate trends 2025

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