Banswara Syntex Limited — Investor Meet, 26-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Banswara Syntex reported resilient FY26 results: total income ~INR1,370 Cr, EBITDA ~INR144 Cr (+22.5% YoY, 11% margin). PAT grew significantly (+32.8% FY26, +87% Q4). A 20% dividend was approved. Fabric and Garment, now 66% of revenue, are key growth drivers, targeting 70%. Garment revenue rose 18% in FY26, boosted by new export client Walmart. FY27 revenue is projected at INR1,450-1,500 Cr, targeting 10.5-11% EBITDA margins. Despite Yarn labor shortages and Middle East export disruptions, management focuses on predictive analytics, capacity optimization, and strengthening large export customer relationships, optimistic about medium-term recovery.