Nitin Spinners Limited — PPTs, 08-08-2026: Investor Presentation

**Business Performance:** Nitin Spinners achieved a strong Q1FY27, with revenue hitting a new high of ₹875 Cr (+10.3% YoY). This marks the second consecutive quarter of record sales, driven by improved yarn realizations and demand. Yarn revenue grew 9.0% to ₹633.5 Cr, and fabric revenue increased 10.4% to ₹188.7 Cr, with exports at 65.2%.

**Growth Drivers or Strategy:** The company is executing a ₹1,120 Cr capex plan to expand fabric and yarn capacities, adding 22,400 MTPA spinning and 35 Mn Mtrs/PA weaving. This targets higher-margin products, market expansion, and includes significant investments in renewable energy (8.8 MW solar, 28 MW hybrid) for sustainability and cost cutting.

**Recent Developments:** Notable developments include two consecutive quarters of record revenue and progressing capex plans, with commercial operations for new capacities anticipated from Q3FY27.

**Key Financial Metrics:** Q1FY27 saw Profit After Tax (PAT) surge 83.6% YoY to ₹75.3 Cr, and EBITDA rise 39.9% YoY to ₹155.6 Cr. EBITDA margin improved to 17.78% (+376 bps) and PAT margin to 8.60% (+344 bps).

**Management Commentary / Outlook:** Management expects year-on-year growth for FY27, citing continued capacity commercialization. They highlight a positive long-term outlook for the Indian textile industry, supported by trade agreements and policy, promising stronger manufacturing, profitability, and sustainable growth.