ALFA Concalls
Every earnings call, live and summarised
Earnings calls
Every Vardhman Textiles earnings call we streamed: the live audio and our summary of what management said.
Q2 FY27 yarn improved on pricing and cotton trading gains; fabric declined on weak exports and ~20% input cost inflation. Outlook is hedged and unquantified, hinging on US sentiment recovery.
Q2 FY27 yarn improved on pricing and cotton trading gains; fabric declined on weak exports and ~20% input cost inflation. Outlook is hedged and unquantified, hinging on US sentiment recovery.
Spinning capex unannounced beyond 50 TPD project; MP land delayed 8-9 months; synthetics expected operating positive H2 FY27.
Management exhibits cautious optimism as spinning margins recover while fabric segment faces temporary utilization headwinds due to US tariff cycles.
Vardhman Textiles reported Q4 FY26 earnings with a focus on improving yarn spreads and capacity utilization following the removal of US tariffs.
Vardhman Textiles reports a recovery driven by normalized cotton spreads and robust yarn demand from China, following a difficult period caused by high domestic cotton prices and US tariffs on downstream exporters.
Vardhman Textiles reported FY26 revenue of ₹9,652 Cr with a PAT of ₹740 Cr. The company is vertically integrated and focusing on multi-product expansion and ESG targets.
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.