GHCL Textiles Limited — Investor Meet, 01-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

GHCL Textiles reported a mixed Q1 FY'26, with revenue at Rs. 270 Cr (down 6.5% YoY) due to lower yarn volumes, but EBITDA (Rs. 32 Cr, up 10.5% YoY) and PAT (Rs. 14 Cr, up 15% YoY) improved from operational efficiency. The new 25,000 spindle unit is commissioned, expecting full ramp-up by Q3. Management is focused on vertical integration into knitted fabrics (Q4 FY'26 start) and weaving with Rs. 430 Cr capex. Expects H2 FY'26 to improve as U.S. tariff clarity and trade deals normalize demand and boost margins towards 15-18%. The company is confident in its long-term strategy for value creation.