GHCL Textiles Limited — Investor Meet, 07-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

GHCL Textiles reported Q2 FY'26 revenue of INR 339 Cr (up 11% YoY), EBITDA of INR 38 Cr (up 31% YoY), and PAT of INR 16 Cr, driven by highest-ever yarn production. The 25,000 new spindles are nearing full ramp-up by Q3. Vertical integration is advancing with knitting machines commissioning, and the company is investing in 13 MW additional green energy. Management targets a double-digit ROCE and 15-18% EBITDA margins over 3-4 years, aiming for INR 2,000 Cr revenue. While yarn demand remains muted due to tariffs, the company is optimistic about U.S.-India trade agreement developments and maintains a confident outlook.