Intimation under Regulation 30 of SEBI (Listing obligation and disclosure requirements) Regulation, 2015 - Investor presentation.
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Sarla Performance Fibers filed its investor presentation titled 'KAL AAJ AUR KAL – VISION 2030'. The company reported FY26 standalone revenues of ₹401 Cr (vs ₹427 Cr in FY25), with volumes declining to 12,936 tons due to the impact of 50% tariffs on key Indian textile sectors. EBITDA margins held steady at ~21%, up from ~16% three years ago, with FY26 EBITDA at ₹100 Cr and net profit at ₹78 Cr. Management guided it expects to hold EBITDA margin at around 20% going forward. The company is actively acquiring new US clients to grow that business and is undertaking a share buyback to improve shareholder value and ROCE. The presentation highlights the company's vertically integrated manufacturing setup and lists a blue-chip client roster including Nike, Adidas, Walmart, Target, and others. Vision 2030 targets align with India's textile sector projected to reach $350 billion.
The filing shows the company navigating tariff headwinds with resilient margins (improved from ~16% to ~21% over three years) and provides management guidance to hold margins at ~20%, signaling stability. The ongoing share buyback and US client acquisition strategy are positive signals for shareholder value and revenue diversification.