HIMATSEIDEBSEHimatsingka Seide LtdLowNeutral
Announced Fri, 29 May · 13:24 IST

Please find enclosed Press Release dated May 29, 2026

HIMATSEIDE · price

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Price reaction · full curve 14 horizons · vs prior close
-3.8%1-day move
₹79.80
prior close
₹77.60
base price
In-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+0.1+0.1+0.2-0.1-3.8-2.6-2.3-3.9-4.7-3.1+5.3+8.4
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AI summary

Himatsingka Seide reported FY26 total income of ₹2,727.24 crore, down 4.1% from ₹2,843.27 crore in FY25. Q4 FY26 total income grew 5.8% year-on-year to ₹721.68 crore. EBITDA for FY26 stood at ₹576.67 crore (margin 21.1% vs 20.4% last year) and Q4 EBITDA was ₹154.17 crore (margin 21.4%). However, PAT declined sharply - down 18.4% for FY26 to ₹62.24 crore and down 85.7% in Q4 to just ₹1.73 crore. Other income surged to ₹104.47 crore in Q4 primarily due to ₹95.69 crore net forex gains from rupee depreciation. The company cited US tariff policies and geopolitical tensions affecting capacity utilization (Sheeting at 56%, Terry Towel at 63%) and causing shipment delays. The Board approved raising up to ₹850 crore via NCDs for debt refinancing and recommended a final dividend of ₹0.25 per share.

Likely market impact

While EBITDA margins improved, the sharp PAT decline in Q4 and full year signals cost pressures despite the company navigating tariff headwinds. The NCD issuance for refinancing is debt-neutral but indicates ongoing liability management. Capacity underutilization in certain divisions and Middle East shipment delays in Q1 FY27 could weigh on near-term performance.