Earnings call Transcript of Active Clothing Co Limited for Q2 and H1 FY26
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Active Clothing Co Limited held its Q2 and H1 FY26 earnings call on November 14, 2025. Q2 total income was Rs. 83.19 Cr with EBITDA of Rs. 7.39 Cr (8.88% margin) and net profit of Rs. 2.79 Cr. H1 FY26 income rose 15.22% YoY to Rs. 147.66 Cr with EBITDA of Rs. 14.35 Cr (9.72% margin) and PAT of Rs. 4.92 Cr; operating cash flow stood at Rs. 8.16 Cr. The company announced a long-term partnership with Ningbo Shipping to add 600 advanced flat knitting machines over 3 years (project cost Rs. 150–200 Cr, mostly funded by the supplier via 5-year deferred payments), creating India's first knit-to-shape smart knitting factory. It received a Crisil BBB stable / A3+ rating on its Rs. 102 Cr bank loan facilities and secured new sampling work from Agilitas for Summer 2026, while Primark and Marks & Spencer audits are underway.
The new machine rollout could meaningfully scale revenue (management targets Rs. 700 Cr once fully ramped over 3 years) and improve margins via labour and wastage savings, but near-term growth is held back by US tariff disruptions, softer export demand, and rising employee costs—keeping the stock outlook balanced between longer-term capacity wins and short-term margin headwinds.