Banswara Syntex Limited has informed the Exchange about Transcript of Earning Call held on May 16, 2025
BANSWRAS · price
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Banswara Syntex reported FY25 revenue of INR 1,307.5 crores (up 2% YoY), with EBITDA margin of 9% and PAT of INR 21.4 crores. Q4 FY25 was weak, with PAT falling 38.4% YoY to INR 5.1 crores due to labor shortages, subdued domestic demand, and one-off provisions of about INR 1.6 crores. The Fabric division grew strongly at 19% to INR 540.5 crores, while Yarn and Garment divisions declined 10% and 3% respectively. Net debt rose by INR 109.5 crores to INR 456.2 crores on capex and working capital. Management guided FY26 revenue of INR 1,550 crores with a 12% EBITDA margin target, driven by Fabric (INR 650 crores), Yarn (INR 550 crores), and a Garment recovery. A push into branded fabric (Simone Federico) targeting INR 50 crores in FY26 from INR 11.4 crores in FY25 was also outlined.
The stock may see mixed sentiment: weak Q4 numbers and rising debt raise near-term concerns, but management's clear margin expansion guidance (12% EBITDA) and revenue growth targets, supported by India-UK FTA tailwinds and China-plus-one opportunity, could drive optimism. Execution on Fabric growth and Garment turnaround remains the key swing factor for shareholders.