Announced Thu, 19 Feb · 16:59 IST

Pursuant to regulation, 30 & 46 of SEBI (LODR) Regulations,2015 and with reference to our Result conference call intimation Dated 9th February,2026 please be informed that the Result conference ....

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsOrder Pipeline DisclosedInvestor Communications View source PDF

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AI summary

Sunrakshakk Industries (formerly A.K. Spintex) held its maiden earnings call after a major pivot from textiles to FMCG. Q3 FY26 revenue surged 517% YoY to INR164 crore and 9M FY26 revenue jumped 430% to INR410 crore, driven by FMCG now contributing ~82% of revenue. Q3 PAT grew 328% to INR9.41 crore and 9M PAT grew 403% to INR22.88 crore. Management targets INR1,000 crore revenue by FY28 at 30-35% CAGR, with PAT margin expanding to 7% and operating margin above 10%, versus 5.8-5.85% guided for FY26. The new Guwahati facility (commissioned January 2026) is expected to push FMCG capacity utilization from current 40-45% to over 85% by end of Q4 FY26, with orders already booked. RCM (parent group) accounts for ~40% of demand, expected to reduce to 30-35% as MNC clients like ITC, HUL, Godrej, Wipro grow. INR98.24 crore raised via preferential allotment in May 2025 to fund expansion.

Likely market impact

Strong execution on the FMCG pivot with triple-digit growth and a clear path to INR1,000 crore revenue by FY28, supported by capacity ramp-up at Guwahati. Margin trajectory improvement to 7% PAT by FY28 is positive for shareholders, though high RCM client concentration (~40%) and modest textile segment growth remain key risks to monitor.