Sanathan Textiles Limited — Investor Meet, 02-06-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Sanathan Textiles reported Q4 revenue of ₹732.18 Cr, EBITDA at ₹67.61 Cr (9.23% margin), and PAT of ₹43.65 Cr (5.96% margin). FY25 revenue rose 1.39% YoY to ₹2,998.61 Cr, with EBITDA up 15.98% to ₹262.78 Cr (margin +110 bps) and PAT growing 19.87% to ₹160.45 Cr. Margin expansion was driven by strong demand and operational efficiencies. The new Punjab facility is set for commissioning by Q1 FY26, doubling filament yarn capacity and aiming for ₹1,500-1,800 Cr in additional revenue. Management highlights growth in domestic demand, sustainable yarns, and export potential, while expecting lower raw material import dependency from 2026. Risks include raw material price swings and global inflation, but focus on technology, efficiency, and capacity scaling remains solid.