Transcript of earning call dated 13th May 2026
KALAMANDIR · price
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Sai Silks reported strong FY26 results with revenue of INR1,654 crores (up 13.1% YoY) and PAT of INR141 crores (up 65% YoY). EBITDA margin improved 128 basis points to 15.76%. The company added 13 new stores taking total to 81 stores across 5 states with 785,000 sq ft retail area. Q4 revenue was INR419 crores with PAT at INR32.65 crores (up 140% YoY). Management guided for FY27 net retail addition of ~100,000 sq ft (20%+ more than FY26), targeting EBITDA margin of 17.5-18% (up from 16% in FY26). SSSG expected to be similar to slightly better than FY26's 3%. New state expansion planned with Karnataka being the focus area for Kalamandir format. Company is debt-free with no borrowings needed for next 2-3 years.
Management's clear margin improvement guidance (targeting ~200 bps EBITDA margin expansion) and debt-free status indicate strong operational health. Planned 100K sq ft expansion with better H2 seasonality suggests revenue growth acceleration in FY27.