VTLBSEVardhman Textiles LtdMediumNeutral
Announced Fri, 8 May · 13:04 IST

Please find enclosed herewith a copy of Investor Presentation.

Mgmt Guided Margin PressureInvestor Communications View source PDF

VTL · price

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

Price reaction · full curve 14 horizons · vs prior close
+2.0%1-day move
₹595.00
prior close
₹571.85
base price
In-mkt
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AI summary

Vardhman Textiles reported Q4 FY26 revenue of Rs. 2,441 Cr, essentially flat versus Q4 FY25, with full-year FY26 revenue at Rs. 9,652 Cr (up 1% YoY). However, profitability declined significantly - Q4 PAT fell 22% YoY to Rs. 179 Cr with PAT margin contracting to 7.1% from 8.9%, while full-year PAT dropped 16% to Rs. 740 Cr. EBITDA margin for FY26 stood at 15.1% versus 16.3% in FY25, indicating margin pressure amid challenging market conditions. On operations, yarn production grew 4% YoY but grey fabric and processed fabric production declined 5% and 3% respectively. The company commissioned two new units in March 2026 - a 31 million metre processed fabric line and an 18 million metre technical textiles unit - as part of its Rs. 3,660 Cr capex program. Board has also approved expanding garment capacity from 2.2 million to 4.5 million shirts per annum by end of FY27 with Rs. 125 Cr investment.

Likely market impact

The decline in Q4 and FY26 profitability with margin contraction may create near-term pressure on the stock, though ongoing capex execution and new capacity additions could support future revenue growth once market conditions improve.