Himatsingka Seide Limited — Investor Meet, 16-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Himatsingka Seide Q3 FY26 earnings call highlighted a consolidated revenue of INR637.26 Cr. Management is strategically diversifying beyond home textiles, leveraging existing infrastructure for new verticals like apparel and fabric solutions. Margins are expected to normalize in FY27 as US tariff reductions are negotiated. The company aims to reduce US market exposure below 50% in 18-24 months, with India targeting INR400-500 Cr and EMEA growing significantly due to new FTAs. Net debt stood at INR2,480 Cr. Management expressed confidence in "Himatsingka 2.0" through broader product offerings and market diversification.