GHCLTEXTILNSEGHCL Textiles LimitedMediumNeutral
Announced Thu, 30 Apr · 14:50 IST

Ghcl Textiles Limited has informed the Exchange about Presentation

Analyst Day Multiyear TargetsInvestor Communications View source PDF

GHCLTEXTIL · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+2.1%1-day move
₹89.10
prior close
₹86.51
base price
In-mkt
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+0.1+3.3+1.7+3.2+2.1+2.5+4.2+3.3+2.3-3.8+1.6+11.2+11.9
Up moveDown movePending
AI summary

GHCL Textiles reported FY26 revenue of Rs. 1,335 Cr, up 14% YoY, with PAT of Rs. 70 Cr (up 26%) and EBITDA of Rs. 156 Cr (up 34%). Q4 FY26 was particularly strong with revenue of Rs. 375 Cr (up 31% YoY) and PAT of Rs. 28 Cr (up 95% YoY), boosted by a one-time gain of Rs. 8.59 Cr from land sale. Fabric revenue share rose to 12% from 8.3% a year ago, driven by knitting machine commissioning. The company completed a 25K spindle expansion and Phase-1 of 15 knitting machines, and signed MoUs with Tamil Nadu government for a Rs. 1,035 Cr investment at PM Mitra Park. Management reiterated its long-term targets: more than doubling revenue with EBITDA margins in the 15-18% range, supported by vertical integration, green energy expansion to 75 MW, and operational discipline. RoCE stands at 7% (post-demerger adjustment), with net debt-to-equity of 0.1x, indicating a strong balance sheet.

Likely market impact

GHCL Textiles delivered strong growth in FY26 with improving margins and a clear vertical integration roadmap. The long-term EBITDA margin guidance of 15-18% signals confidence in profitability expansion as fabric mix increases and new knitting/weaving capacities come online, making the stock attractive for investors focused on textile sector upcycle and FTA tailwinds.