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Earnings Call

Vardhman Textiles Earnings Call: Key Takeaways

Vardhman Textiles reported Q4 FY26 earnings with a focus on improving yarn spreads and capacity utilization following the removal of US tariffs.

Why this was an Alfa AlertNot a filter event. No specific prior guidance range was provided to compare against the achieved results.
Highlights
MarginsYarn spreads improved 40-50% to $0.90-$0.95 vs $0.60-$0.65 earlier.
Order bookSpinners sold out for 2-3 months in forward export markets.
Demand visibilityStrong demand from China and US brands; retailers seeing 4-10% growth.
Management confidenceHigh optimism due to FTA prospects and reduced unorganized competition.

Growth

Yarn prices rose to $3.30-3.35 from $2.65; export revenue contribution stable at approximately 44-45%.

Outlook

Modernization 90% complete; expansion into synthetic fabrics; potential land acquisition in PM MITRA Park, Madhya Pradesh.

Risks

Geopolitical tensions (Iran-US), raw material price volatility (Cotton/Crude), and forex mark-to-market losses (₹57-58cr).

Source

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

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Vardhman Textiles Ltd: key numbers

Share price
₹554.00
Market cap
₹16,043 Cr
Revenue (annual)
₹9,869 Cr
Net profit (annual)
₹745.2 Cr
P/E (TTM)
18.9×Sector 55.7×
Promoter holding
65.08%-0.01% QoQ
FII holding
6.07%Current quarter

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

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Vardhman Textiles Q1 FY27 Results: Net Profit ₹314.6 Cr, Up 51.5% YoY

Vardhman Textiles Ltd reported revenue from operations of ₹2,703 Cr (+13.3% YoY) and net profit of ₹314.6 Cr (+51.5% YoY) for Q1 FY27.

Key figure
Net profit ₹314.6 Cr · +51.5% YoY