BSEShanti Spintex LtdMediumNeutral
Announced Mon, 17 Nov · 11:05 IST

we are hereby submitting the Investor presentaion for HYFY25 for the Half year ended 30.09.2025. Kindly take note of the same.

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsPromoter Disclosed Acquisition PlansCfo Debt Reduction RoadmapInvestor Communications View source PDF

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Shanti Spintex reported its highest-ever half-yearly revenue of Rs 382 Cr in H1FY26, up 7.7% YoY from Rs 355 Cr, supported by near-90% capacity utilisation and a shift toward wider, value-added denim fabrics. However, margins came under pressure — gross margin fell 68 bps to 5.3% and EBITDA dropped 15.4% YoY to Rs 10 Cr (margin down 71 bps to 2.6%), though PAT still grew 7.3% to Rs 7 Cr on a sharp rise in other income. The balance sheet strengthened further with net debt-to-equity at just 0.11x and the cash conversion cycle improving from 19 to 15 days. Management laid out a roadmap to lift EBITDA margins to 7–8% by FY28 via forward integration (Teesta Spintex) and a planned backward-integration dyeing unit in FY27, alongside 2.5 MW of additional green energy expected to save Rs 2.8 Cr/year.

Likely market impact

Near-term margin compression is a watchpoint for investors, but the company's explicit multi-year target of 7–8% EBITDA margins by FY28, low leverage, and active inorganic scouting plans provide a clear re-rating path if execution stays on track.