Sanathan Textiles Limited — PPTs, 09-02-2026: Investor Presentation

Sanathan Textiles reported strong Q3 FY26 Consolidated Revenue, up 45.1% YoY to ₹1,079 Cr, primarily driven by the Punjab plant ramp-up. For the nine months (9M FY26), Consolidated Revenue grew 16.6% YoY to ₹2,642 Cr. Standalone Revenue increased 3.6% YoY to ₹768 Cr in Q3, with standalone PAT rising 2.1% to ₹38 Cr. However, Consolidated PAT showed a loss of ₹5 Cr due to one-time costs from the Punjab scale-up and new labor code implementation.

The company is strategically focused on capacity expansion. Its Punjab facility scaled polymerization from 350 to 450 MTPD, aiming for full Phase I capacity (700 MTPD) by Q4 FY26 end, fully operational by Q1 FY27. Additionally, new technical textile lines in Silvassa will add 9,000 MTPA by Q1 FY27, alongside expanding the cotton division in Madhya Pradesh.

Management expects these expansions, combined with favorable new trade agreements and the Union Budget's focus on man-made fibers, to significantly enhance the manufacturing base and drive long-term profitability and stakeholder value.