BSL Limited — PPTs, 12-08-2025: Investor Presentation

**1. Financial Highlights:**

BSL Ltd. Q1 FY26 revenue was ₹158 Cr (+1.6% QoQ). EBITDA reached ₹13 Cr (8.0% margin, +1.0% QoQ). PAT surged 64.2% QoQ to ₹0.5 Cr (0.3% margin) due to operational efficiencies. YoY PAT declined from fixed costs and softer export demand. Yarn (49%) and Fabric (34%) led stable segment revenues.

**2. Strategic Initiatives & Growth Drivers:**

BSL implemented flexible production and inventory optimization. Strategic investments are ongoing in automation and sustainability (agro-fuel, solar). Upcoming India-UK/EU Free Trade Agreements and government PLI schemes aim to boost market access. Focus is on high-value portfolio expansion and margin improvement.

**3. Business Developments:**

A vertically integrated textile manufacturer since 1971, BSL produces yarn, suitings, and furnishings, with annual fabric output exceeding 20 million meters. Cotton Spinning Project recently commenced operations.

**4. Market Position & Competitive Advantage:**

Integrated manufacturing ensures quality. BSL is a leading furnishing fabric supplier to global retailers like IKEA and exporter to over 60 countries. It is also a top suiting exporter from India, bolstered by a diversified product portfolio and strong brand recognition.

**5. Investor Implications:**

QoQ profit rebound signals operational resilience and diversified segment stability. Upcoming Free Trade Agreements and policy support indicate positive growth potential. Investors should monitor management's execution on fixed costs and export realizations for sustained profitability.