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Earnings Call

Himatsingka Seide Earnings Call: Key Takeaways

Himatsingka Seide reported Q4 FY26 consolidated total income of ₹721 cr, up 5.8% YoY. Strategy shifting to diversify into yarn, fabric, and apparel solutions using existing infrastructure.

Highlights
Revenue growth5.8% YoY for Q4 FY26.
MarginsMedium-term EBITDA margin outlook maintained at 18% to 22%.
Demand visibilityVisibility impacted by geopolitical uncertainties and shipping delays.
Management confidenceCautiously optimistic on transitioning to new diversified business model.

Growth

Q4 income grew 5.8% YoY; yarn capacity at 99%, sheeting 56%, Terry Towel 63%.

Outlook

Targeting ₹4,000 cr revenue and ₹700-800 cr EBITDA at optimal utilization; net debt reduction goal to ₹2,000 cr.

Risks

U.S. tariff policy volatility, Middle East war impacting shipments, and currency depreciation (₹95 cr forex impact).

Source

Earnings Call filed with BSE, BSE: 514043. Summary written with AI assistance from the document.

Read the document ↗

Himatsingka Seide Ltd: key numbers

Share price
₹68.79
Market cap
₹865.0 Cr
Revenue (annual)
₹2,515 Cr
Net profit (annual)
₹61.96 Cr
P/E (TTM)
15.4×Sector 55.7×
Promoter holding
37.48%+0.00% QoQ
FII holding
7.44%Current quarter

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

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