Polyester feedstocks are spiking sharply—naphtha up 12.7 per cent WoW to $1,221/mt and MEG up 16.4 per cent—while cotton holds steady at 76–79¢/lb.
This has compressed the cotton–PSF fibre gap to ~₹30/kg from ₹50+, reshaping blend economics.
With fibre costs driving 50–70 per cent of yarn pricing, mills are accelerating a shift towards cotton-rich sourcing strategies.