Le Merite Exports Limited has informed the Exchange about Investor Presentation
LEMERITE · price
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Le Merite Exports, a textile export house listed on NSE-SME, shared its H2 & FY25 investor presentation. Revenue from operations grew modestly to Rs 5,070 million (vs Rs 4,617 million in H2FY24, ~2.3% YoY). Profitability improved sharply — the company swung from a loss of Rs 1.7 million to a PAT of Rs 36.9 million, with PAT margins rising from -0.1% to 1.7% and EBITDA margins expanding from 1.4% to 1.6%. ROE improved from 1.9% to 6.1%, while debt-to-equity stayed healthy at 0.9x. The company highlighted its diversification into high-margin defense textiles (uniforms, ECC jackets, DRDO-backed antimicrobial tech), with FY26 defense orders already at ~Rs 40 crore — 40% already executed in April-May, balance over next 3 months. A new facility at Amravati Textile Park is in the pipeline with government incentives.
The turnaround in profitability and entry into higher-margin defense textiles are positive signals for investors. The Rs 40 crore defense order book provides near-term revenue visibility, though the company remains small and margins are still thin overall. Watch for execution of the Amravati facility and ramp-up of the defense segment.