Announced Sat, 14 Feb · 15:40 IST

Please find INVESTOR PRESENTATION OF Q3 9M FY26 OF THE COMPANY

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Sunrakshakk Industries reported its best-ever quarter in Q3 FY26, with consolidated revenue surging 517% year-on-year to ₹163.95 crore, driven by full-quarter contribution from its newly acquired Edibles business and strong FMCG demand. Profit after tax jumped 328% YoY to ₹9.41 crore, while EBITDA rose 158% to ₹15.26 crore. For the first nine months of FY26, revenue grew 430% to ₹410.16 crore and PAT rose 403% to ₹22.88 crore, with FMCG now contributing ~84% of revenue versus just 18% a year ago. The company targets around ₹1,000 crore in revenue by FY28, implying a 30-35% CAGR over FY25-29, supported by new capacities in Guwahati (commissioned January 2026) and Bhilwara (edibles operational since September 2025). Management is focused on margin expansion through better product mix, operating leverage, and cost efficiencies as the business shifts from textiles to FMCG.

Likely market impact

Strong top-line growth and the pivot to FMCG signal a structural turnaround story, but EBITDA margins have compressed (9.31% in Q3 FY26 vs 22.26% YoY) due to the business mix change — investors should watch whether margins recover as new capacities ramp up. The aggressive ₹1,000 crore FY28 target and visible capacity additions are positive for the growth narrative.