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Investor Presentation

Saraswati Saree Depot Investor Presentation: Key Takeaways

Q1 FY27 revenue grew 1.9% to ₹1,475.90 Mn with PAT up 4% to ₹66.05 Mn. Company maintains debt-free balance sheet while expanding into direct-to-consumer retail.

Highlights
Revenue growth1.9% YoY
MarginsCompressed due to elevated procurement costs; restoring them is priority
Demand visibilityMeasured; reflecting continued caution in consumer spending
Management confidenceHigh in fundamentals and wholesale network strength

Growth

Revenue rose 1.9% YoY; PAT increased 4.0% YoY. EBITDA declined 13.1% to ₹78.03 Mn.

Outlook

Focusing on retail expansion and sourcing efficiency. Management notes Q2/Q3 seasonality shift due to timing of Diwali.

Risks

Gross margins compressed 118 bps to 10.70% due to elevated procurement costs; demand remains measured.

Last quarter's promises, checked

Delivered

  • Targeted RoCE of 20% → delivered 28% (FY25) (= BEAT)
  • Launch first retail outlet by June 2025 → operational June 1, 2025 (= BEAT)
  • Initiate men's ethnic pilot in August 2025 → initiated as planned (= BEAT)

Partly delivered

  • Scale adjacent categories → Sarees still 89.8% of revenue (= PARTIAL)

Missed

  • Targeting 6.20% EBITDA margin → delivered 5.29% in Q1FY27 (= MISS)
Source

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

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Saraswati Saree Depot Ltd: key numbers

Share price
₹73.31
Market cap
₹290.3 Cr
Revenue (annual)
₹631.2 Cr
Net profit (annual)
₹23.41 Cr
P/E (TTM)
12.3×Sector 55.7×
Promoter holding
74.98%+0.00% QoQ
FII holding
0.00%Current quarter

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

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