Nitin Spinners Limited — Investor Meet, 08-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Nitin Spinners reported Q1 FY26 revenue of INR 793 Cr (-1% YoY), EBITDA INR 111 Cr (-6% YoY), and PAT INR 41 Cr (-3% YoY), with 14.02% EBITDA margin. Spinning utilization was over 96%. Management noted global textile uncertainty from tariffs, but direct US exposure is limited. Production is stable, aiming to offset export weakness with domestic sales. Margins are expected to remain steady (~14-15%) despite low cotton/yarn prices. The INR 1,120 Cr capex, largely for higher-margin fabric production, is on schedule for INR 1,000 Cr incremental revenue by FY27. Management is confident in long-term value-addition and cost efficiency.