Ghcl Textiles Limited has informed the Exchange about Investor Presentation
GHCLTEXTIL · price
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GHCL Textiles shared its Q2 FY26 investor presentation highlighting strong operational execution. Revenue grew 11% year-on-year to Rs. 339 crore, while EBITDA rose 31% to Rs. 38 crore, lifting EBITDA margin by 170 basis points to 11.2%. Profit after tax, however, fell 22% YoY to Rs. 16 crore due to a higher tax base this quarter. The company recently commissioned 25,000 new spindles in June 2025, which are now stabilising, and the first phase of knitting machine expansion is targeted for completion in Q3 FY26. Management reiterated long-term EBITDA margin guidance of 15-18%, supported by vertical integration, value-added yarns, and Rs. 1,035 crore of MoU-based investment plans in Tamil Nadu.
Margin expansion story is intact as the company moves from commodity yarn into higher-value fabrics (now over 11% of revenue). However, the 50% US export tariff remains a key headwind, and near-term PAT growth is muted despite strong EBITDA improvement. Strong balance sheet (Net Debt/Equity at just 0.03x) supports continued capex and growth.