Filatex India Limited — Investor Meet, 12-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Filatex India reported Q3 FY26 revenue of INR 1,050 Cr, with EBITDA at INR 93.58 Cr (+5.23% QoQ) and PAT at INR 55.33 Cr (+16.3% QoQ), exceeding total EBITDA and PAT achieved in the entire previous year's 9M period. Management noted stable domestic demand and improved profitability despite stable volumes. Export visibility is improving, aided by potential benefits from the EU free trade agreement and US tariff adjustments favoring India. The company's INR 690 Cr strategic investment program is on track, with the new recycling plant expected to start by September 2026. A renewable energy project faces minor delays to October-November. Q4 margins may see slight pressure from increased Chinese imports post-BIS lifting. The long-term outlook remains positive, especially for the high-demand recycling segment.