Sangam (India) Limited — PPTs, 10-11-2025: Investor Presentation

Sangam (India) Limited reported robust results for Q2 & H1 FY26. Q2 revenue rose 16% YoY to ₹785 Cr, with H1 revenue up 15.4% YoY to ₹1,587 Cr, driven by strong domestic demand. EBITDA jumped 32% YoY to ₹76 Cr in Q2, expanding margins to 9.6%. H1 EBITDA was ₹146 Cr (+13% YoY). PAT surged 317% YoY to ₹23 Cr in Q2 and 27% YoY to ₹25 Cr in H1, boosted by operational efficiency, well-managed expenses, and a revised depreciation policy reflecting extended asset life. Basic EPS for Q2 was ₹4.60.

Key strategies include backward integration into recycled polyester fibre (45 TPD, ₹15 Cr annual savings) and adding 12 MW renewable energy (₹11.42 Cr investment, ₹10 Cr annual savings) for cost control and sustainability. The company secured a major order from Gelmart (Walmart supplier) and formed a JV with Goldenseams (₹50 Cr) to enhance its denim value chain. Working capital efficiency improved to 61 days in H1. Management remains focused on agility, innovation, and sustainable margin growth, leveraging its diversified portfolio to navigate market shifts like US tariffs.