Filatex India Limited has informed the Exchange about Transcript of the Earnings Conference call held on 9th February, 2026 for the Q3 &9M FY26 Results

Filatex India reported Q3 FY26 revenue of INR 1,050 crores with EBITDA at INR 93.58 crores, up 5.2% quarter-on-quarter and 24.2% year-on-year, on stable volumes of around 1 lakh metric tons. Profit after tax grew 16.3% YoY to INR 55.33 crores, and the company has already exceeded full-year FY25 EBITDA and PAT in just the first nine months of FY26. Management flagged Q4 margins will be slightly weaker than Q3 due to a flood of Chinese imports after BIS quality control orders were lifted in mid-November, with FDY margins already down 6-7% in semi-dull and 2-3% in bright variants. On the positive side, the company highlighted a meaningful long-term tailwind from the US tariff differential (18% for India versus 34% for China) and the EU FTA, expecting margin improvement from next quarter onwards. The INR 690 crore capex programme is largely on schedule, with a 27,000-ton recycled polyester plant targeted to start by end-September 2026, followed by 5x to 7x expansion, and management reiterated that the 35% margin guidance for the recycled business remains achievable given strong EPR-driven demand and MOUs with brands like Decathlon.