Sanathan Textiles Limited — Investor Meet, 11-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Sanathan Textiles' Q3 FY26 standalone revenue was INR768.1 Cr (+3.6% YoY), with consolidated revenue up 31.9% QoQ to INR1078.7 Cr as the Punjab facility turned EBITDA positive. Margins were impacted by US tariffs, GST changes, and QCO removal. Management states these challenges are largely behind, citing resolved US tariff issues and India-EU trade opportunities. Silvassa's technical textile capacity doubles by Q1 FY27. Punjab's Phase 1 (700 MT/day) completes by Q4 FY26, with Phase 2 by H1 FY28. The company targets Q4 FY26 consolidated EBITDA of INR90-100 Cr on INR1,200 Cr revenue. FY27 outlook: INR5,700 Cr top line with double-digit consolidated EBITDA margins. Management expresses confidence in future growth.