Sangam (India) Limited — Investor Meet, 27-04-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Sangam India reported a defining FY'26, with PAT more than doubling to INR 83 Cr on INR 3200 Cr revenue. Q4 alone saw INR 880 Cr revenue and INR 33 Cr PAT. Management highlighted consistent quarterly improvements and a strong domestic business with record exports. Working capital cycle dramatically improved from 80 to 55 days. The company aspires to double PAT again in FY'27, driven by high capacity utilization (yarn 95%, garments ~50%), ongoing renewable energy projects (70%+ power needs from renewable in 5 quarters, ~INR 50-60 Cr annual EBITDA benefit), and increased in-house raw material security. Management expressed confidence in capturing opportunities as global supply chains reorient, emphasizing continuous operational improvements.