Filatex India Limited — Investor Meet, 31-07-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Filatex India's Q1 FY26 showed revenue at INR1,049 crore. EBITDA increased 2.7% QoQ to INR77.8 crore, though PAT saw a slight dip due to Euro depreciation. Compared YoY, EBITDA surged 27.75% and PAT grew 26%. Management foresees gradual domestic demand improvement and targets 8.5-9% EBITDA margins for FY26, aiming for double digits by Q4. Key capex of ~INR700 crore by Sep 2026 includes a INR235 crore yarn capacity expansion (INR70 crore expected EBITDA), a INR300 crore recycling project (INR80 crore expected EBITDA), steam infrastructure, and renewable energy, signaling a strong growth phase.