Monday, 28 September 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Earnings Call Transcript

Sumeet Industries Earnings Call Transcript: Key Takeaways

Q1 FY27 revenue grew 9% YoY to INR 272.74Cr. Strategy focuses on backward integration via the Nakoda CP plant acquisition and operationalizing renewable energy to boost margins.

Guidance and delivery
Management target Revenue 30.0% FY27
Highlights
Revenue growth30% guidance for FY27.
MarginsQ1 margins compressed (3.24%); targeting recovery to 6% by year-end.
Demand visibilityEncouraging demand in apparel, home textiles, and industrial sectors.
Management confidenceHigh, citing normalized supply chains and rights issue success.

Growth

Revenue reached INR 272.74Cr; EBITDA at INR 8.85Cr (3.24% margin); PAT at INR 1.14Cr.

Outlook

Guidance: 30%+ revenue growth for FY27, 6% EBITDA margin, 3.5-4% PAT range. Nakoda plant doubling capacity.

Risks

Crude oil volatility, raw material (PTA/MEG) cost inflation, and geopolitical tensions impacting input costs.

Last quarter's promises, checked

Delivered

  • Guided 14 MW solar plant commissioned → delivered 14 MW solar plant online (= BEAT)
  • Guided 40 TPD expansion in next 2 quarters → delivered 1,40,000 TPA Nakoda plant (= BEAT)

Partly delivered

  • Guided 50% value-added mix target → delivered 30-35% (= PARTIAL)

Missed

  • Guided 5.98% EBITDA margin sustainment → delivered 3.24% (= MISS)
  • Guided 90-95% capacity utilization → delivered 17% volume drop (= MISS)
Source

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

Read the document ↗

Sumeet Industries Ltd: key numbers

Share price
₹12.18
Market cap
₹846.2 Cr
Revenue (annual)
₹1,050 Cr
Net profit (annual)
₹27.33 Cr
P/E (TTM)
30.7×Sector 55.7×
Promoter holding
68.05%-21.78% QoQ
FII holding
0.01%Current quarter

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

More from Sumeet Industries Ltd

All →
12:06 IST BSE
Capital Structure Change

Sumeet Industries Capital Structure Change

Sumeet Industries approved the allotment of 84,31,195 equity shares to non-promoters upon conversion of preference shares. This preferential issue aggregates to Rs. 28.00 Crore.

Value
₹28.00 Cr
12:08 IST BSE
Annual Report

Sumeet Industries Annual Report

Sumeet Industries filed its 38th Annual Report for FY 2025-26 under Regulation 34(1). It includes the AGM notice and financial statements, with no fresh transaction disclosed.

12:44 IST NSE
Annual General Meeting

Sumeet Industries Annual General Meeting

Sumeet Industries Limited scheduled its 38th AGM for September 29, 2026. Shareholders will vote on varying rights issue proceeds and authorizing a Rs.250 Crore loan limit.

12:37 IST BSE
Board Meeting Outcome

Sumeet Industries Board Meeting Outcome

Sumeet Industries approved a Rs. 250 Crore limit for inter-corporate loans and guarantees. The board also varied rights issue objects and scheduled the 38th AGM.

Value
₹250.0 Cr
13:41 IST BSE
Production Started

Sumeet Industries Production Started

Sumeet Industries successfully commissioned new FDY production lines, adding 40 Tons per day capacity. Total capacity increased from 120 TPD to 160 TPD as of September 2026.

FDY production capacity
40.0 Tons per day