Sanathan Textiles Limited — PPTs, 18-05-2026: Investor Presentation

Here's a concise summary of Sanathan Textiles' investor presentation:

**1. Business Performance:** Sanathan Textiles reported strong Q4 FY26 results with consolidated revenue up 59.7% year-on-year to ₹1,169.1 Cr, and EBITDA growing 38.0% to ₹94.4 Cr. For the full FY26, consolidated revenue increased 27.1% to ₹3,811.2 Cr, while EBITDA rose 7.9% to ₹284.3 Cr. Consolidated PAT for FY26 was ₹77.3 Cr, impacted by higher depreciation and finance costs from the newly capitalized Punjab facility.

**2. Growth Drivers or Strategy:** Key strategic focus areas include expanding technical textiles at Silvassa (doubling capacity to 18,000 MTPA), progressing Phase II expansion at the Punjab facility, and a new greenfield cotton project in Madhya Pradesh. The company also aims for cost optimization and sustainability through a long-term agreement for ~70% captive renewable energy for its Punjab plant.

**3. Recent Developments:** The Punjab Integrated Polyester Facility Phase I fully ramped up in March 2026, gaining strong customer acceptance. A notable move is the partnership with Serentica Renewables for significant captive power procurement at the Punjab facility.

**4. Key Financial Metrics:** Q4 FY26 Consolidated Revenue: ₹1,169.1 Cr. FY26 Consolidated Revenue: ₹3,811.2 Cr. FY26 Consolidated PAT: ₹77.3 Cr.

**5. Management Commentary / Outlook:** Management highlighted resilient performance despite global trade uncertainties and geopolitical tensions. The focus remains on disciplined execution, customer engagement, and long-term value creation through integrated operations and manufacturing scale-up.