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Earnings Call

Nitin Spinners Earnings Call: Key Takeaways

Nitin Spinners achieved record quarterly revenue driven by improved yarn demand and pricing, despite geopolitical disruptions and volatile raw material costs.

Why this was an Alfa AlertNot a filter event. Results were record-breaking but management did not state they beat prior specific guidance by 5%+.
Highlights
Revenue growthRecord quarterly revenue ₹859.8cr, up 7.4% QoQ and 2.2% YoY.
MarginsExpanding; target normalized EBITDA range is 16% to 20% by FY27.
Order bookHigh utilization at 98% for spinning and 90% for weaving.
Demand visibilityPositive outlook with US/EU FTA tailwinds and diversified geography strategy.
Management confidenceConfident, highlighting decade-long 3-4x growth in revenue and PAT.

Growth

Q4 revenue grew 7.4% QoQ; EBITDA margins expanded 124 bps to 15.17% due to operational efficiency and higher realizations.

Outlook

Ongoing ₹1,100 crore capex expected to operationalize H2 FY27, adding ₹1,000 crore to top-line potential.

Risks

Red Sea conflict-related freight spikes and potential cotton import duty shifts remain primary margin threats.

Source

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

Read the document ↗

Nitin Spinners Ltd: key numbers

Share price
₹612.35
Market cap
₹3,443 Cr
Revenue (annual)
₹3,214 Cr
Net profit (annual)
₹177.6 Cr
P/E (TTM)
16.2×Sector 55.7×
Promoter holding
56.71%+0.00% QoQ
FII holding
1.92%Current quarter

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

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