Siyaram Silk Mills Limited — PPTs, 05-11-2025: Investor Presentation

Siyaram's Q2 FY26 delivered strong performance, with total income surging 18.1% year-on-year to ₹742.7 Cr. Profitability excelled as EBITDA jumped 31.1% to ₹144.7 Cr, pushing the EBITDA margin to 19.5%. Net Profit After Tax (PAT) grew 27.2% to ₹87 Cr. For H1 FY26, total income reached ₹1,143.2 Cr, EBITDA ₹177.3 Cr, and PAT ₹91.6 Cr. Fabric sales continue to be a dominant segment, contributing 77% to revenue.

A key strategy is aggressive retail expansion. The company opened 7 new ZECODE (fast fashion) and 2 DEVO (ethnic wear) stores in Q2, now operating 23 and 12 outlets respectively. They aim for around 35 new stores by FY26, entirely self-funded. This leverages strong consumer demand, positive macroeconomic trends, and rising disposable incomes. Management anticipates continued momentum, boosted by a recent GST rate cut. Further, the Board has proposed a special shareholder reward: issuing bonus cumulative non-convertible redeemable preference shares (CNCRPS) valued at ₹318 Cr.