Nitin Spinners Limited has informed the Exchange about Investor Presentation
NITINSPIN · price
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Nitin Spinners reported Q1 FY26 revenue of Rs. 793.3 Cr, down 1% year-on-year, with EBITDA falling 6% to Rs. 111.3 Cr and profit after tax declining 2.7% to Rs. 41 Cr. EBITDA margin contracted by 77 basis points to 14.02% as export demand softened due to tariff-related concerns and geopolitical tensions. Management expects demand to recover in the second half of FY26 and announced a major Rs. 1,120 Cr capex plan to add 22,000 MTPA spinning capacity and 35 million metres of weaving and finishing capacity by FY27, with a clear focus on value-added fabrics to drive margin expansion. The company also plans to add 11 MW of solar power capacity and leverage government policy benefits under the Rajasthan Investment Promotion Scheme 2024.
Near-term results were weak with margin compression and soft exports, but the Rs. 1,120 Cr expansion plan targeting high-margin finished fabrics signals confidence in long-term growth. Shareholders should watch for export demand revival in H2 FY26 and execution of the FY27 capacity addition timeline.