GHCL Textiles Limited — Investor Meet, 06-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

GHCL Textiles reported strong Q4 FY26 revenue of INR375 Cr (+31% YoY) and FY26 revenue of INR1,335 Cr (+14% YoY). Full-year EBITDA hit INR156 Cr (+34% YoY). Spreads improved from INR123 to INR148 per kilo QoQ, expected to continue in Q1 FY27 due to demand tailwinds from trade agreements. Management expresses cautious optimism, with strategic investments planned for new knitting machines and the PM MITRA Park to deepen vertical integration. The company aims for INR2,000 Cr revenue and 15-18% EBITDA margins by FY29-30, focusing on ROCE improvement.