Investor Presentation on the Audited Standalone and Consolidated Financial Results of the Company for the Quarter and Financial Year ended March 31, 2026
SANATHAN · price
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Sanathan Textiles reported strong Q4 FY26 performance with consolidated revenue up 59.7% YoY to ₹1,169.2 crore, driven by the Punjab facility ramp-up. Standalone EBITDA margin improved to 11.0% from 9.7% YoY, showing sequential margin recovery of 400 bps from Q3 FY26. For FY26, consolidated revenue grew 27.1% to ₹3,811.2 crore, but consolidated PAT declined 51.8% to ₹77.3 crore due to higher depreciation and finance costs (₹93.1 crore and ₹95.8 crore respectively) from the newly capitalized Punjab plant. Standalone PAT grew 10% to ₹191.9 crore. The Punjab Phase I facility is now fully operational with Phase II planned to take total capacity to 950 TPD. The company signed a renewable energy deal with Serentica Renewables for captive power at Punjab, expected to reduce operating costs in FY27-28.
While standalone operations show margin improvement, consolidated profitability is under pressure from Punjab plant capitalization costs. The Punjab ramp-up is driving volume growth but near-term PAT compression from higher interest and depreciation expenses is significant. Long-term value creation depends on operational efficiency gains and Phase II execution.