#S5E7 : Le Merite | Inside India’s ₹25,000 Cr Military Fabric Boom

🎙️ Le Merite: From Cotton Yarn to Combat Gear — The ₹25,000 Cr Defense Textile Story In this exclusive Green Sharks episode, we sit down with Abhishek Agarwal, the promoter of Le Merite Exports Ltd, a listed company making waves in India’s technical textiles and defense supply chain. From starting as a cotton yarn trader in 1975 to becoming a licensed DRDO supplier for antimicrobial and anti-bedbug defense fabrics, Le Merite’s transformation is a case study in spotting hidden market opportunities. We dive deep into: 🔹 How Le Merite secured DRDO’s Transfer of Technology (ToT) license 🔹 The ₹25,000 Cr untapped opportunity in India’s defense textile segment 🔹 What it takes to win government contracts and supply to forces like BSF & Indian Railways 🔹 Why India is replacing imports from China in defense gear 🔹 The company's upcoming ₹100+ Cr CAPEX for full vertical integration 🔹 How a fabric can protect soldiers in -20°C or resist fire and bacteria Whether you're an investor tracking India’s manufacturing boom, an entrepreneur in B2G supply, or curious about defense stocks — this episode will open your eyes to a side of defense few talk about. 👇 Watch till the end to understand how policy, innovation, and manufacturing come together to build India’s next growth story. #GreenSharks #DefenseStocks #LeMerite #DRDO #TechnicalTextiles #MakeInIndia #SMECapex #DefenseTextile #GreenPortfolio #InvestingInIndia #StockMarketIndia 🔗 Follow us: Green Portfolio:   / greenportfolio.co   https://x.com/Greenportfolioc   / greenportfolio   00:00 – Intro | Why We’re Talking About Defense Textiles 01:12 – The Story of Le Merite | Family Legacy Since 1975 03:50 – Transition from Yarn Trading to Full-Scale Manufacturing 06:20 – Entering the Technical Textile Space | ECC Products & More 08:58 – What Makes Defense Textiles So Complex? 11:30 – DRDO License | What It Is & Why It Matters 14:45 – Exclusive Rights & Tech Transfer from DRDO 17:20 – Only 3–5 Companies Have This License in India 18:40 – Product Applications: From Jackets to Anti-Bug Bedsheets 21:00 – How Big Is the Market? | ₹25,000 Cr+ Opportunity 23:15 – Who Buys These Products? | MOD, MHA, Railways, Hospitals 25:05 – Why India Is Replacing China in Uniform Manufacturing 26:20 – Make in India Push | Policy Impact on Procurement 27:35 – CAPEX Plans | ₹100 Cr+ Investment in Amravati 29:00 – Full Vertical Integration | Factory From Yarn to Garment Disclaimer: The data contained in the video is for educational purposes. We are neither responsible for any transactions nor investments conducted privately by the recipient, based on the above data. All investment decisions must be conducted with due diligence and after seeking advice. Additional Disclosure- 1.We are Green Portfolio, SEBI Registered Research Analyst vide Registration No.: INH100008513 & SEBI Registered Portfolio Managers vide Registration No.: INP000006022. 2.⁠ ⁠We have the following financial interest in the company when taking this interview: The company might be a part of our funds via our associate companies. 3.⁠ ⁠Neither the directors nor the interviewer holds any shares of the company.