KALAMANDIRNSESai Silks (Kalamandir) LimitedMediumNeutral
Announced Fri, 25 Jul · 16:14 IST

Sai Silks (Kalamandir) Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

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) Limited filed its investor presentation for Q1 FY26 ended June 30, 2025. Revenue from operations grew ~42% YoY to ₹379.02 cr from ₹267.29 cr in Q1 FY25, though it dipped ~5% QoQ from ₹398.84 cr in Q4 FY25. EBITDA surged to ₹57.13 cr (margin 15.07%) from ₹18.92 cr (7.08%) a year ago, while PAT jumped to ₹30.06 cr (margin 7.93%) from just ₹2.09 cr (0.78%) in Q1 FY25. The company operated 69 stores across 21 cities covering 7.26 lakh sq. ft., with Telangana contributing 33.5% of revenue, followed by AP (26.6%) and Tamil Nadu (23.6%). Sarees continue to dominate at 71.5% of revenue. For full FY25, revenue stood at ₹1,462 cr with PAT of ₹85.39 cr.

Likely market impact

Strong YoY revenue and margin expansion in Q1 FY26 signals improving operational efficiency and pricing power, likely to be viewed positively by investors. The QoQ revenue dip is seasonal but the sharp jump in profitability suggests scale benefits are kicking in, which could support a re-rating of the stock.