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Earnings Call Transcript

Sangam (India) Earnings Call Transcript: Key Takeaways

Sangam reported its best-ever quarter with revenue crossing ₹1,000 Cr, driven by high capacity utilization across divisions.

Why this was an Alfa AlertManagement guides 100% Net Profit growth for FY27 (explicit single-year guidance).
Sangam India Q2 FY27 concall: date, live audio and summaryConcall page →
Guidance and delivery
Management target Net Profit 100.0% FY27
Highlights
Revenue growth33% YoY growth, record ₹1,045 Cr quarterly revenue.
MarginsRecord EBITDA of ₹127 Cr; solar power reducing energy costs.
Order bookVisibility of 45-60 days across all divisions.
Demand visibilityStrong demand; capacity running at near full utilization.
Management confidenceConfident, aspirational tone regarding doubling PAT and aggressive capex.

Growth

Revenue grew 33% YoY to ₹1,045 Cr; PAT hit record ₹53 Cr. H1 PAT already exceeds full FY26.

Outlook

Aims to double PAT in FY27; ₹1,500 Cr capex underway to boost cotton yarn capacity by 60-70%.

Risks

Rising debtor days (77 vs 67) due to slow government tender payments and export delays.

Last quarter's promises, checked

Delivered

  • Maintain/better Q4 margins (EBITDA ₹98 Cr on ₹880 Cr rev) → EBITDA ₹127 Cr on ₹1,045 Cr rev (= BEAT)

Partly delivered

  • 10-15% renewable power → 70%+ by Jun-27, reaffirmed as Q1FY28; no interim % disclosed (= PARTIAL)

Missed

  • Debtor days to 'come down' (no figure given) → rose to 77 from 67 (= MISS)
Source

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

Read the document ↗

Sangam (India) Ltd: key numbers

Share price
₹638.70
Market cap
₹3,209 Cr
Revenue (annual)
₹3,235 Cr
Net profit (annual)
₹82.60 Cr
P/E (TTM)
21.1×Sector 48.2×
Promoter holding
70.52%+0.00% QoQ
FII holding
2.45%Current quarter

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

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