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Investor Presentation

Filatex India Investor Presentation: Key Takeaways

Filatex delivered Q1FY27 revenue of ₹1,145 Cr (up 16% QoQ) and PAT of ₹49.14 Cr (up 22% QoQ) despite West Asia geopolitical headwinds. The company is pivoting toward chemical textile-to-textile recycling via its ECOSIS platform.

Highlights
Revenue growth16.2% QoQ
MarginsResilient PAT margins; targeting 30-35% EBITDA margins for ECOSIS.
Demand visibilityStrong; MoUs signed with Decathlon and American & Efird.
Management confidenceHigh regarding structural tailwinds and recycling leadership.

Growth

Q1FY27 Revenue grew 16.2% QoQ and 9.1% YoY. PAT grew 22% QoQ and 20.6% YoY. EBITDA margin stands at 6.80%.

Outlook

Executing ₹690 Cr capex (FY26-27) across ECOSIS recycling, PFY expansion, and automation to reach Vision 2028 targets.

Risks

Near-term risks include elevated crude-linked PTA/MEG prices and supply chain disruptions in the Middle East.

Last quarter's promises, checked

Delivered

  • Guided Q4FY26 EBITDA ₹86.26 Cr → delivered ₹86.26 Cr (= BEAT)
  • Guided FY26 PAT ₹183.9 Cr → delivered ₹183.9 Cr (= BEAT)
  • Guided FY26 EBITDA ₹346.50 Cr → delivered ₹346.50 Cr (= BEAT)

Partly delivered

  • Guided ₹690 Cr Capex timeline → Advanced stage of construction (= PARTIAL)

Missed

  • Guided Q4FY26 PAT ₹41.39 Cr → delivered ₹40.25 Cr (= MISS)
  • Guided Q4FY26 Sales Volume 96,561 MT → delivered 89,841 MT (= MISS)
Source

Investor Presentation filed with NSE, NSE: FILATEX. Summary written with AI assistance from the document.

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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.

More from Filatex India Ltd

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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%