Slide 1: Exchange filing cover letter
Nrrrrv SprxNERs LrD- #*",,.,,,*]$ REF: NSL/SGl2o26-271 Date :09.05.2026 BSE Ltd. National Stock Exchange of lndia Ltd' Phiroze JeejeebhoY Towers Exchange Plaza, C-1, Block G, Dalal Street BandraKurla ComPlex, Mumbai- 400 001 Bandra (E), Mumbai;400 051. Company Code - 532698 CompanY lD - NITINSPIN Su
Slide 2: Investor Presentation Q4 & FY26
Investor Presentation Q4 & FY26 03
Slide 3: Safe Harbors
Safe Harbors This presentation and the accompanying slides (the “Presentation”), which have been prepared by Nitin Spinners Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any secur
Slide 4: Q4 & FY26 Performance Highlights
Q4 & FY26 Performance Highlights 03
Slide 5: Management Commentary – Q4 & FY26
Management Commentary – Q4 & FY26 Commenting on the results, Mr. Dinesh Nolkha – Chairman and Managing Director said: “We are pleased to announce that the company has delivered highest ever quarterly revenue of Rs. 859.79 Crores, driven by improved yarn prices and optimum capacity utilization. Also
Slide 6: Profit And Loss Statement
Profit And Loss Statement Particulars (Rs. Crs) Q4FY26 Q3FY26 Q-o-Q Q4FY25 Y-o-Y FY26 FY25 Y-o-Y Total Revenue 859.8 800.7 7.38% 841.3 2.20% 3,213.9 3,305.7 -2.78% EBITDA 130.4 111.5 16.91% 120.3 8.38% 452.8 471.4 -3.96% EBITDA Margin (%) 15.17% 13.93% 124 bps 14.30% 86 bps 14.09% 14.26% -17bps Depr
Slide 7: Balance Sheet Statement
Balance Sheet Statement Assets (Rs. Crs) Mar-26 Mar-25 Equity & Liabilities (Rs. Crs) Mar-26 Mar-25 Non-current assets 1,768.1 1,607.1 EQUITY 1470.7 1,311.2 Equity Share Capital 56.2 56.2 Property, Plant and Equipment 1489.1 1,576.9 Other Equity 1414.5 1,255.0 Capital work-in-progress 102.4 6.6 Non-
Slide 8: Cash Flow Statement
Cash Flow Statement Particulars (Rs. Crs) Mar-26 Mar-25 Operating profit before working capital changes 462.1 477.1 Changes in working capital 5.4 (116.9) Cash generated from operations 467.5 360.1 Direct taxes paid (net of refund) (57.0) (52.7) Net Cash from Operating Activities 410.5 307.4 Net Cas
Slide 9: Revenue Bifurcation
Revenue Bifurcation Product Wise Breakup Q4 FY26 Q3 FY26 Q4 FY25 FY26 FY25 FY25 FY26 Products Rs. Crs % Rs. Crs % Rs. Crs % Rs. Crs % Rs. Crs % 5% 5% Yarn 636.7 74.0% 599.2 74.8% 613.1 72.9% 2,373.1 73.8% 2,402.0 72.7% 21% 22% Fabrics 176.8 20.6% 164.3 20.5% 181.5 21.6% 676.5 21.0% 730.2 22.1% 73% 7
Slide 10: Production And Sales Volume
Production And Sales Volume Q4 FY26 Q3 FY26 Q4 FY25 FY26 FY25 Production Yarn (MT) 26,599 27,539 26,858 1,07,686 1,07,417 Knitted Fabric (MT) 1,409 1,030 1,498 4,603 6,022 Woven & Finished Fabrics Griege Woven Fabric Production (Mn Mtrs) 9.31 9.18 8.59 36.32 35.22 Finished Fabric Production (Mn Mtrs
Slide 11: Capex Update
Capex Update Capacity Expansion in FY27e Capacity Expansion Power Saving Initiatives Spinning (Thousand Tonnes/pa) • Adding 9.2 MW – Renewable Solar +20% • Spinning – 22,400 MTPA Power Capacity 132.4 • Weaving & Finishing Fabric - 35 Mn • Signed Two Hybrid Power Purchase 110.0 Mtrs/PA Agreement of 1
Slide 12: Capex Update - Cost Saving Initiatives
Capex Update - Cost Saving Initiatives Capacity Unit of Operational Timeline (MW) Power (in Cr.) Solar Power 69.1 MW Existing Running Capacity 18.8 3.0 Fully Operational (Solar Power) Ongoing Capex (Spinning/Weaving Expansion) Installed within Premises (Bhilwara Unit) 4.6 0.9 Fully Operational To be
Slide 13: Key Growth Drivers
Key Growth Drivers Improving product mix, strengthen cost Focus on finished woven fabrics with competitiveness and introduce highvalue, 35 Mn metres of new capacity specialised products WATERFALL Disciplined capex and prudent working Established presence in finished capital management are ensuring f
Slide 14: Company Overview
Company Overview 03
Slide 15: Nitin Spinners – At A Glance
Nitin Spinners – At A Glance India’s Leading manufacturer of Cotton & Blended Yarn, Knitted Fabrics, Greige & Finished Woven Fabrics Established in 1992 Headquartered in FY26 Bhilwara (Rajasthan) 3,214 Crs 453 Crs| 14.1% 178 Crs| 5.5% Plants located at Bhilwara & Chittorgarh, Total Revenue EBITDA |
Slide 16: Our Journey
Our Journey 1993 1993 1999 1995 2002 2003 2005 2005 ▪ Commenced Operations With Open- ▪ Total Installed Rotors ▪ Ventured into Ring Spinning by ▪ Ring Spinning Capacity Doubled to End Spinning - Installed 384 Rotors Reached 1,464 Installing 14,112 Spindles Forward 27,216 Spindles and Knitting with a
Slide 17: Multi-fold Growth over a Decade
Multi-fold Growth over a Decade Steady Build-Up of Revenue EBITDA PAT Net Debt to Equity Ratio Operational Capacity Rs. Crs Rs. Crs Rs. Crs Over Time ~4.2x ~3.3x ~4.0x 3,214 453 178 1.71 Optimized Capacity 0.76 Utilization 767 137 44 FY16 FY26 FY16 FY26 FY16 FY26 FY16 FY26 Strong Balance Sheet Yarn
Slide 18: Historical Financials Highlights
Historical Financials Highlights Revenue EBITDA PAT Net Worth Rs. Crs Rs. Crs Rs. Crs Rs. Crs 3,306 3,214 652 326 1,471 2,906 1,311 2,692 1,146 2,407 471 453 1,029 377 876 165 175 178 297 132 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 Return o
Slide 19: Historical Profit and Loss Statement
Historical Profit and Loss Statement Particulars (Rs. Crs) FY22 FY23 FY24 FY25 FY26 Total Revenue 2692.3 2,406.7 2,905.7 3,305.7 3,213.9 EBITDA 651.6 297.1 377.1 471.4 452.8 EBITDA Margin (%) 24.20% 12.34% 12.98% 14.26% 14.09% Depreciation 87.4 86.8 118.5 147.7 148.1 Other Income 1.8 3.3 2.3 3.6 5.0
Slide 20: Historical Balance Sheet
Historical Balance Sheet Assets (Rs. Crs) Mar-22 Mar-23 Mar-24 Mar-25 Mar-26 Equity & Liabilities (Rs. Crs) Mar-22 Mar-23 Mar-24 Mar-25 Mar-26 Non-current assets 1,070.1 1,422.0 1,729.9 1,607.1 1,768.1 EQUITY 875.8 1,028.9 1,146.3 1,311.2 1470.7 Equity Share Capital 56.2 56.2 56.2 56.2 56.2 Property
Slide 21: Yarns – Our Core Strength
Yarns – Our Core Strength Our Range Of Yarns Include We offer a versatile range of 100% cotton and blended Slub yarns Yarns made from Supima Giza, high-quality cotton and blended Ring spun combed and carded Core spun yarns Organic, BCI Cotton etc. yarns, designed to support Open end yarns Multifold
Slide 22: Fabrics – Value Addition To Drive Next Growth
Fabrics – Value Addition To Drive Next Growth Finished Woven Fabric Knitted Fabric A diverse portfolio of dyed, 100% Cotton, Cotton Spandex Fabrics printed, and knitted fabrics Poly/Cotton, Poly/Cotton Spandex Fabrics Various Weaves -Twills, Single Jersey Gabardines, Broken Twill, Ripstop, catering
Slide 23: Geographic Presence
Geographic Presence Presence in across 55+ Countries, spanning six continents ▪ Argentina ▪ Japan ▪ Australia ▪ Jordan ▪ Austria ▪ Kenya ▪ Bangladesh ▪ Lithuania ▪ Madagascar ▪ Belgium ▪ Malaysia ▪ Brazil ▪ Mauritius ▪ Bulgaria ▪ Morocco ▪ Canada ▪ Netherlands ▪ Chile ▪ Peru ▪ China ▪ Poland ▪ Colom
Slide 24: CSR and Environment Sustainability Initiatives
CSR and Environment Sustainability Initiatives Conservation of water by installing Construction of Women hostel in Zero liquid discharge system, Sewage Bhilwara water treatment plant and Rainwater Harvesting Contribution for cotton Renewable Solar power capacity development and research stood at ~23
Slide 25: Awards And Certifications
Awards And Certifications Key Awards & Accolades Recent Awards Silver Trophy for Second Highest Exports of Grey Yarns in the category of Cotton Yarns for the years 2023-24 Gold Trophy for Highest Employment Generation (Overall) for the year 2023-24 Rajasthan Energy Conservation Award - Second Prize
Slide 26: Way Forward
Way Forward Consolidation Of Leadership Position Strive to maintain the leadership position garnered Proportion Of Value-added Products over the years with consistent growth Doubling fabric capacity to target higher-margin segments and introducing new, high-value products across yarns and fabrics to
Slide 27: Thank You
Company : CIN: L17111RJ1992PLC006987 Mr. P Maheshwari - CFO pmaheshwari@nitinspinners.com www.nitinspinners.com Investor Relations Advisors : CIN: U74140MH2010PTC204285 Mr. Sudarshan Dhekane sudarshan.dhekane@sgapl.net +91 9137013450 Mr. Shrikant Sangani shrikant.sangani@sgapl.net +91 9619595686 Tha