KALAMANDIRNSESai Silks (Kalamandir) LimitedMinimalNeutral
Announced Mon, 28 Jul · 12:17 IST

Monitoring Agency report on IPO funds utilisation for Q1FY26

KALAMANDIR · 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

Awaiting price reaction for this filing.

AI summary

Sai Silks (Kalamandir) submitted the CARE Ratings monitoring agency report on usage of its IPO proceeds for Q1FY26. The company raised Rs. 600 crore in a fresh issue in September 2023, with Rs. 566.24 crore available as net proceeds after issue expenses. As of June 30, 2025, Rs. 392.14 crore has been utilised, leaving Rs. 174.10 crore unutilised (parked mostly in HDFC Bank FDs earning 6.60%-7.35%). There are delays in timelines for 4 of the 5 objects — new stores (15 of 30 set up, Rs. 71.08 cr used of Rs. 125.08 cr), warehouses (only Rs. 1.96 cr of Rs. 25.40 cr used), working capital (Rs. 186.20 cr of Rs. 280.07 cr used), and general corporate purposes (Rs. 82.90 cr of Rs. 85.69 cr used). The loan repayment object of Rs. 50 crore is fully utilised. The amounts allocated to each object remain unchanged; only deployment timelines have slipped, with management citing strategic location selection and expansion planning as reasons.

Likely market impact

No deviation in the amounts earmarked for each purpose, so the core growth plan stays intact, but repeated timeline slippages on store and warehouse expansion may raise concerns about execution speed. Unutilised funds are earning interest via FDs, which cushions the delay, though shareholders will want to see faster deployment to support revenue growth.