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Investor Presentation

Siyaram Silk Mills Investor Presentation: Key Takeaways

Siyaram's Q1FY27 reports 16% revenue growth and 144% PAT surge. Strategy focuses on retail expansion via ZECODE and DEVO brands alongside legacy fabric business.

Highlights
Revenue growth16.4% YoY growth in Total Income.
MarginsEBITDA margin expanded to 8.6%; PAT margin rose to 2.4%.
Demand visibilityStable demand; encouraging outlook for upcoming quarters despite cautious behavior.
Management confidenceHigh; confident in driving sustainable growth and long-term value.

Growth

Revenue hit ₹466 Cr (+16% YoY); EBITDA ₹40 Cr (+22%); PAT ₹11 Cr (+144%). Fabric remains the main driver at 71%.

Outlook

Targeting total of 70 ZECODE/DEVO stores by FY27. Recent expansion added 5 new stores this quarter.

Risks

Management noted moderation in wedding consumption due to Adhik Maas and persistent inflationary pressures on input costs.

Last quarter's promises, checked

Delivered

  • Guided 150bps EBITDA drop for retail → delivered within budget (= BEAT)
  • Guided ₹70-80 Cr retail revenue → delivered ₹80 Cr (= BEAT)
  • Guided ₹2,500 Cr revenue milestone → delivered >₹2,500 Cr (= BEAT)

Partly delivered

  • Guided 70 total stores by FY27 → delivered 5 new in Q1 (= PARTIAL)

Missed

  • Guided 35 new stores for FY26 → delivered 26 (= MISS)
Source

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

Read the document ↗

Siyaram Silk Mills Ltd: key numbers

Share price
₹538.05
Market cap
₹2,441 Cr
Revenue (annual)
₹2,572 Cr
Net profit (annual)
₹230.9 Cr
P/E (TTM)
10.3×Sector 55.7×
Promoter holding
67.44%+0.00% QoQ
FII holding
1.96%Current quarter

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

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