The call ran from 5:01 PM to 5:47 PM IST (46 min).
Key takeaways
Consolidated revenue of ₹1,804 Cr (+35% QoQ) and PAT of ₹61 Cr were driven by Punjab's ramp-up. Standalone EBITDA fell 11.7% QoQ as spreads normalised, and the Q1 inventory gain did not repeat.
| Revenue growth | Consolidated revenue +35% QoQ, +120% YoY; volume and price-led. |
|---|---|
| Margins | Consolidated EBITDA/ton ₹12,725, +13% QoQ; standalone margin compressed. |
| Demand visibility | Domestic demand strong on annualised basis; monthly demand uneven. |
| Management confidence | Balanced to confident; hedges on October crude and spread volatility. |
Growth
Revenue +35% QoQ on Punjab volume (1.22 lakh MT vs 0.96) and higher prices. Consolidated EBITDA +43% QoQ, mainly from operating leverage.
Outlook
FY27 EBITDA target ₹520–550 Cr; revenue above ₹6,000 Cr; FY28 revenue ~₹7,200–7,300 Cr; FY28 capex ~₹400 Cr.
Risks
Standalone EBITDA down 11.7% QoQ; Q1 inventory gain absent; FY27 EBITDA target needs a sharp H2 margin step-up.
Summary by ALFA Finder, written with AI assistance from our own recording of the call, published . Open it on ALFA Filings ›
The results behind this call
Sanathan Textiles Q2 FY27 Results: Net Profit ₹61.2 Cr, Up 204.5% YoY
Sanathan Textiles Ltd reported revenue from operations of ₹1,804 Cr (+120.5% YoY) and net profit of ₹61.2 Cr (+204.5% YoY) for Q2 FY27.
- Key figure
- Net profit ₹61.2 Cr · +204.5% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
FY27 consolidated revenue guidance of ₹5,600-5,700 cr; EBITDA target >₹500 cr. Phase 2 commissioning by FY27 end.
Growth they described
Consolidated Q4 FY26 Revenue grew 59.7% YoY; Standalone EBITDA ₹82.5 cr (11% margin). FY26 PAT reached ₹77.3 cr.
Call details
| Company | Sanathan Textiles Limited |
|---|---|
| NSE symbol | SANATHAN |
| ISIN | INE0JPD01013 |
| Call | Q2 FY27 earnings call |
| Date | Thursday, 5 November 2026 |
| Time | 5:00 PM IST |
| Length | 46 min |
| Audio | Our stream on YouTube ↗ |
Sanathan Textiles Limited: key numbers
- Share price
- ₹554.10
- Market cap
- ₹4,677 Cr
- Revenue (annual)
- ₹3,811 Cr
- Net profit (annual)
- ₹77.35 Cr
- P/E (TTM)
- 45.9×Sector 48.4×
- Promoter holding
- 78.58%+0.00% QoQ
- FII holding
- 1.35%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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