SANATHANNSESanathan Textiles LimitedMediumNeutral
Announced Thu, 21 May · 12:30 IST

Sanathan Textiles Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

SANATHAN · 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 14 horizons · vs prior close
-0.3%1-day move
₹402.05
prior close
₹421.60
base price
In-mkt
timing
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+0.3+0.1-0.1+0.3-0.3-0.5+3.5+1.6-0.5+1.6+1.2+11.9+16.4
Up moveDown movePending
AI summary

Sanathan Textiles reported strong Q4 FY26 consolidated revenue of INR 1,169.2 crores (up 59.7% YoY) driven by Punjab Phase 1 ramp-up. Standalone Q4 EBITDA grew 16.9% to INR 82.5 crores with margins expanding to 11% from 9.7% a year ago. FY26 consolidated EBITDA stood at INR 284.4 crores vs INR 263.5 crores in FY25. Management guided FY27 consolidated revenue of INR 5,600-5,700 crores with EBITDA targeting north of INR 500 crores. Phase 2 of Punjab facility is on track for commissioning by FY27 end. A new cotton yarn facility in Dhar (MP) under PM MITRA scheme with 72,000 spindles is planned with land possession expected by Q4 CY26. Net debt stood at approximately INR 1,325 crores, identified as the peak level.

Likely market impact

Strong operational ramp-up at Punjab facility combined with margin improvement guidance signals improving profitability trajectory. FY27 EBITDA target of INR 500+ crores vs INR 284 crores in FY26 implies near 80% growth, which could be significant positive catalyst if achieved.