Vardhman Textiles Limited — Investor Meet, 09-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Vardhman Textiles reported steady performance with fabric business near full capacity, driving margin gains despite pressure on spinning margins from high cotton costs and synthetic fiber challenges. The company plans a 38% capacity boost in fabric by end-2025, targeting 10-15% EBITDA margins post-modernization. Management is focused on cost control, product mix upgrades, and launching technical textiles by Q3. US tariff uncertainties pose short-term risks, but India’s lower duties may support exports long-term amid supply-chain shifts.