Sanathan Textiles Ltd Q4 FY26 Results

Sanathan Textiles delivered a strong improvement in operational and financial performance during Q4 FY26. The quarter witnessed a meaningful improvement in margins supported by improved efficiency, ramp up of production at the Punjab facility, and sustained capacity utilization at our Silvassa facility. This is reflected in our consolidated financial performance - revenue from operations for Q4 FY26 grew by 59.7% YoY to Rs. 1,169.2 Cr., while EBITDA increased by 38.1% YoY to Rs. 94.4 Cr. Sequentially, consolidated EBITDA margins improved by 280 bps to 8.1%. Consolidated revenue from operations grew 27.1% to Rs. 3,811.2 Cr. in FY26, driven by the ramp up of the Punjab facility, with consolidated EBITDA growing 7.9% to Rs. 284.4 Cr. While standalone PAT rose 10.0% to Rs. 191.9 Cr., while consolidated PAT for the period stood at Rs. 77.3 Cr., lower compared to the corresponding previous period, primarily on account of higher interest and depreciation expenses consequent to the capitalisation of the company's new manufacturing facility at Punjab. FY26 proved a defining year for the textile industry, shaped by a confluence of structural shifts: the recalibration of global trade relationships amid tariff uncertainties, the conclusion of landmark agreements including the India–UK and India–EU FTAs, transitions in the domestic tax regime, and renewed conflict in West Asia. Against this volatile backdrop, Sanathan Textiles delivered a resilient performance, underpinned by disciplined execution, deepened customer engagement, and operational optimization. The Silvassa facility sustained steady output through the year, while the Punjab facility achieved a successful ramp-up, reinforcing the Company's manufacturing footprint. The Punjab facility has received an encouraging response from customers, enabling the onboarding of several new clients who have appreciated the quality, consistency, and technical specifications of its yarns. The successful ramp-up validates both the vision of the project, execution discipline and the opportunity in the growing North India Textile markets that positions the Company as a meaningful contributor to the growing textile industry. With FY26 marking the plant's transition from commissioning to ramp-up, the company will continue to focus on doubling technical textile yarn capacity at Silvassa from 9,000 MTPA to 18,000 MTPA, followed by Phase II at Punjab, and cotton division expansion in Madhya Pradesh, where the state's favourable textile ecosystem offers a natural strategic advantage. Looking ahead, with a diversified product portfolio, integrated operations at multiple locations and an expanding manufacturing footprint, we remain focused on improving efficiencies, strengthening our market presence and creating sustainable long-term value for all stakeholders.