BSETrident Texofab LtdMediumNeutral
Announced Sat, 15 Nov · 15:55 IST

Earnings Presentation for the quarter and Half year ended September 30, 2025

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Trident Texofab reported Revenue from Operations of ₹3,063.46 Lakhs in Q2FY26, up 16% year-on-year from ₹2,644.84 Lakhs in Q2FY25, and also up sequentially from ₹2,807.68 Lakhs in Q1FY26. EBITDA turned strongly positive at ₹248.71 Lakhs versus a loss of ₹27.47 Lakhs in Q2FY25, with EBITDA margin expanding sharply to 8.12% from -1.04% (a 916 basis point jump). Profit After Tax grew 12% YoY to ₹112.77 Lakhs. The manufacturing vertical contributed 62.4% of revenue while trading contributed 34.6%, continuing the company's 'Shifting Gears' pivot from pure trading to higher-margin manufacturing. For full-year FY25, Revenue stood at ₹12,205.62 Lakhs with PAT of ₹251.01 Lakhs, and Shareholder's Fund jumped to ₹4,723.87 Lakhs from ₹1,625.77 Lakhs in FY24, reflecting a recent capital infusion. Management indicated continued focus on manufacturing to drive growth and higher profitability margins.

Likely market impact

Strong YoY turnaround in profitability and healthy revenue growth are positive signals for shareholders, though the annual EBITDA margin trend (4.48% in FY25 vs 6.55% in FY23) suggests margin recovery is still a work in progress. The recent capital infusion provides a cushion for future expansion in manufacturing.