Earnings call transcripts of Q4FY25
Price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Active Clothing Co Ltd reported strong FY25 results with total income of Rs. 297.12 crore, up 39.72% YoY, EBITDA of Rs. 28.49 crore (margin 9.59%), and PAT of Rs. 8.45 crore, up 73.73% YoY. Q4 FY25 saw revenue jump 81.23% YoY to Rs. 68.76 crore, but EBITDA growth was just 13.61% as late orders led to higher input costs and limited margin expansion (margin slipped to 8.14% from the FY average). Management targets Rs. 500 crore revenue by FY28 and Rs. 1,000 crore in 5 years, with planned dealer network expansion, backward integration including a dyeing plant, and entry into kids wear and athleisure. The company highlighted active discussions with new global brands (including sportswear players Agilitas, Lotto, and Elitesports) and expects the UK FTA (post Dec 2025) to boost competitiveness.
Strong top-line growth and clear multi-year revenue targets are positive, but the Q4 margin compression on input cost pressures is a near-term concern. Investors should watch for execution on capacity expansion and the dyeing plant, plus traction with new sportswear brand additions which could drive the next leg of growth.