Investor Presentation of Q2FY26 for the Results of Quarter and half year ended 30.09.2025
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Active Clothing Co Ltd (BSE: 541144) filed its Q2 & H1 FY26 investor presentation on 15.11.2025. Total income rose 1.93% YoY in Q2FY26 to ₹83.19 Cr, while H1FY26 income jumped 15.22% to ₹147.66 Cr. Q2FY26 EBITDA fell 10% YoY to ₹7.39 Cr with margin contracting to 8.88% from 10.06%, reflecting softer demand, though PAT still grew 13.48% to ₹2.79 Cr on lower interest and tax. H1 PAT rose sharply 34.10% to ₹4.93 Cr with EPS at ₹3.14 (vs ₹2.37). A key highlight is the agreement to set up India's first 'Knit to Shape' Smart Knitting Factory, purchasing 600 advanced machines from the world's largest computerised flat knitting machine maker. Management is targeting ₹500 Cr revenue in 3 years and ₹1,000 Cr in 5 years, alongside expanding its dealer network from 200 to 300. FY25 baseline: Total income ₹297.12 Cr, EBITDA ₹28.49 Cr, PAT ₹8.45 Cr; share price ₹107.85 with ₹167.30 Cr market cap.
Q2 EBITDA margin contraction is a near-term concern and management acknowledged softer demand, but the Smart Knitting Factory investment and aggressive multi-year revenue targets signal confidence in long-term growth. Shareholders should watch for margin recovery as new capacity ramps up and H1's strong 15% revenue growth continues.