Please find attached transcript of the earning call as held on 09.05.2025. please take the same on records.
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Awaiting price reaction for this filing.
Shanti Spintex held its maiden earnings call post-FY25 results, reporting revenue of ₹710 crore (up 40% YoY), EBITDA of ₹20.38 crore, and PAT of ₹10.2 crore at 89% capacity utilization. Management has guided for a sharp improvement in PAT margin to ~2.5% in FY26 and 3.5-4% in FY27, driven by the just-acquired finishing unit (Teesta Spintex, contributing ₹7-8 crore profit) and a ₹60 crore dyeing unit coming online in FY27 (₹12-13 crore profit). Net profit is targeted to triple to ₹30 crore by FY27. Capex of ~₹70 crore will be funded mainly through internal accruals, with peak debt-to-equity capped at 0.35x. The company also benefits from the Bangladesh order shift, UK FTA duty cuts, and plans to begin exports in 1-2 years.
This is a positive update with clear margin expansion roadmap and 3x profit growth target by FY27 backed by specific capex projects and integration benefits. Investors should watch for execution of the dyeing unit by FY27 and whether margin guidance materializes, as FY25 margins actually fell sharply despite revenue growth.