KALAMANDIRNSESai Silks (Kalamandir) LimitedMinimalNeutral
Announced Tue, 12 May · 20:52 IST

Monitoring agency report on the IPO proceeds utilisation for the quarter ended 31.03.2026

KALAMANDIR · price

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Price reaction · full curve 14 horizons · vs prior close
+2.9%1-day move
₹108.15
prior close
₹110.00
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After-mkt
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AI summary

Sai Silks (Kalamandir) Limited, which raised Rs. 600 crore through its IPO in September 2023, has filed its Q4 FY2026 monitoring report by CARE Ratings Limited. As of March 31, 2026, the company has utilized Rs. 526.85 crore out of net proceeds of Rs. 566.24 crore, with Rs. 39.38 crore remaining unutilized (parked in FDs). The company has opened 25 of the planned 30 new stores using Rs. 103.81 crore against the earmarked Rs. 125.08 crore. Warehouse construction has been significantly delayed with only Rs. 4.93 crore utilized of Rs. 25.40 crore allocated. Rs. 2.36 crore was reallocated from store setup funds to working capital, with board approval. Timelines for store and warehouse spending have been extended by six months to September 2026. The deviation is within the 10% material threshold, so no shareholder approval was required.

Likely market impact

The delayed utilization of warehouse funds and reallocation to working capital suggests slower-than-planned store expansion. However, cost savings of Rs. 24.82 crore from lower store setup costs in Tier 2/3 cities and the timeline extension indicate the company is managing funds prudently. Shareholders should monitor the six-month extension to ensure remaining funds are deployed productively.