Sutlej Textiles and Industries Limited — Investor Meet, 12-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Sutlej Textiles Q1 FY26 income hit INR610 Cr (down 8% YoY). EBITDA barely positive at INR1 Cr (0.2% margin), posting INR30 Cr loss. Operations hit by a month-long disruption at their J&K unit due to Indo-Pak conflict. Management showed resilience, resuming full production by July. Margins squeezed by higher input costs & lower yarn prices. Domestic sales strong, limited U.S. exposure helped avoid tariff uncertainties. Exploring U.K./EU home textile exports (FTA) & diversifying into industrial/technical yarns. Capex planned for maintenance, upgrades, and new products. Outlook: Cautiously optimistic, focusing on strategic recalibration & market diversification.