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Earnings Call

Filatex India Earnings Call: Key Takeaways

Filatex Q4 FY26 revenue stood at ₹985.5cr; FY26 PAT rose 36.7% to ₹183.9cr. Strategy shifts towards high-margin recycling and value-added polyester products.

Why this was an Alfa AlertNot a filter event. Performance was largely in line with expectations or impacted by external shocks without beating specific prior guidance by 5%+.
Highlights
Revenue growthFY26 revenue ₹4,160cr, slightly down from FY25 ₹4,252cr.
MarginsTargeting 11-12% steady-state base margins; 30% for recycling subsidiary.
Demand visibilityCurrent demand cautious due to high prices; recovery seen from May.
Management confidenceHigh on long-term polyester demand once geopolitical tensions stabilize.

Growth

FY26 EBITDA surged 34.5% to ₹346.5cr. Q4 volume slightly down; revenue fell to ₹985.5cr from ₹1,080cr YoY.

Outlook

₹690cr CAPEX for recycling and expansion; ₹218-230cr annual EBITDA impact expected. FY27 revenue target ₹4,500cr+.

Risks

Crude-linked input cost volatility (+40-45%), geopolitical Middle East tensions, and migrant labor shortages during elections.

Source

Earnings Call filed with BSE, NSE: FILATEX. Summary written with AI assistance from the document.

Read the document ↗

Filatex India Ltd: key numbers

Share price
₹106.94
Market cap
₹4,749 Cr
Revenue (annual)
₹4,161 Cr
Net profit (annual)
₹183.2 Cr
P/E (TTM)
24.9×Sector 55.7×
Promoter holding
65.47%+0.00% QoQ
FII holding
4.03%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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15:15 IST BSE
Acquisition

Filatex India Acquisition Worth ₹20 Cr

Filatex India Limited has invested Rs. 20.00 crore in its wholly owned subsidiary, Ecosis Limited. The investment involves acquiring 2,00,00,000 equity shares to fund recycling projects and working capital.

Value
₹20.00 Cr
17:49 IST NSE
Annual General Meeting

Filatex India Annual General Meeting

Filatex India Limited held its 36th Annual General Meeting, approving financial statements, the re-appointment of its Managing Director, and a dividend of Rs. 0.30 per share.

10:25 IST BSE
Promoter Buying

Filatex India Promoter Buying

Yaduraj Bhageria, part of the promoter group of Filatex India Limited, acquired 1,50,000 equity shares via open market purchase. This increases the promoter group stake to 65.13%.

Promoter stake change
+0.03%