Sanathan Textiles Limited has informed the Exchange about Transcript of Earnings Call held on August 08, 2025
SANATHAN · price
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Awaiting price reaction for this filing.
Sanathan Textiles reported Q1 FY26 revenue of INR 745 crore (up slightly from INR 732 crore in Q4 FY25 but down 4.5% YoY on softer raw material prices), EBITDA of INR 70 crore at 9.3% margin, and PAT of INR 40 crore. The company sold 59,000 metric tons of yarn against 57,000 tons produced, with high capacity utilisation at Silvassa. Management reaffirmed full-year guidance of ~INR 4,500 crore in revenue and double-digit EBITDA margins (targeting 10–11%), supported by the new Punjab greenfield facility (3,46,000 tons per annum) starting commercial operations on August 27, 2025. The Punjab plant is expected to contribute ~INR 1,500 crore at INR 110–115/kg in its first phase of 700 tons/day, while technical textiles capacity is set to double by FY27 and cotton yarn capacity will add 72,000 spindles by FY28.
The reaffirmed FY26 guidance of INR 4,500 crore revenue and 10–11% EBITDA margins signals margin improvement ahead, likely to be welcomed by investors. The Punjab plant ramp-up is a key catalyst, but watch execution timelines given the recent monsoon-related delay and tariff-related demand softness in cotton-based exports.