Sanathan Textiles Limited · NSE:SANATHAN
Sanathan Textiles — Q4 FY26 Earnings Presentation
25 slides from Sanathan Textiles's earnings presentation, May 18, 2026
Slide 1: Exchange filing cover letter under Regulation 30
Date: May 18, 2026 To, National Stock Exchange of India Limited BSE Limited Exchange Plaza, Plot No. C/1, G Block, Phiroze Jeejeebhoy Towers, Bandra-Kurla Complex, Dalal Street, Bandra (East), Mumbai-400051. Mumbai-400001 Trading Symbol: SANATHAN Scrip Code: 544314 Ref. No: - 2026-2027/May26/118 Dea
Slide 2: Result Update Presentation Q4 & FY26
Result Update Presentation Q4 & FY26
Slide 3: Disclaimer
Disclaimer This presentation has been prepared by Sanathan Textiles Limited, solely to provide information about the Company to its stakeholders. No representation or warranty, express or implied is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness
Slide 4: Management Commentary
Sanathan Textiles delivered a strong operational and financial performance in Q4 Management ANAGEMENT FY26, supported by improved efficiencies, ramp-up of the Punjab manufacturing OMMENTARY Commentary facility, and sustained utilization at the Silvassa plant. Consolidated revenue for Q4 FY26 grew 59
Slide 5: Operational Updates and Strategic Roadmap
Operational Updates and Strategic Roadmap Punjab Integrated Polyester Facility — Phase I Ramp-Up Complete The company commissioned its integrated polyester yarn facility at Punjab in August 2025 and with the facility fully scaling up in March 2026, reflecting strong execution and demand absorption.
Slide 6: Q4 FY26 Financial Performance (Standalone)
Q4 FY26 Financial Performance (Standalone) Production & Sales (Lakh MTPA) Revenue (₹ Cr) 0.60 0.58 0.59 0.56 0.57 0.57 0.57 0.58 0.56 0.55 732 750 767 768 753 Revenue from operations for Q4 FY26 stood at ₹753 crore, reflecting a growth of 3% year- on-year compared to Q4 FY25, driven by higher sellin
Slide 7: Q4 FY26 Financial Performance (Consolidated)
Q4 FY26 Financial Performance (Consolidated) Production & Sales (Lakh MTPA) Revenue (₹ Cr) 0.94 0.89 0.90 Significant growth in 0.87 consolidated quantity sold from 0.68 0.56 0.57 0.58 0.58 0.63 0.57 lakh MT in Q4 FY25 to 0.90 lakh MT in Q4 FY26 and revenue 1,079 1,169 to ₹ 1,169 Cr from ₹ 1,079 Cr
Slide 8: FY26 Financial Performance (Standalone)
FY26 Financial Performance (Standalone) Production & Sales (Lakh MTPA) Revenue (₹ Cr) Revenue from Operations for FY26 stood at ₹ 3,038 crore as 2,997 3,038 2.29 2.31 2.28 compared to ₹ 2,997 crore in 2.28 FY25, supported by stable operations FY25 FY26 EBITDA improved to ₹277 crore FY25 FY26 in FY26
Slide 9: FY26 Financial Performance (Consolidated)
FY26 Financial Performance (Consolidated) Production & Sales (Lakh MTPA) Revenue (₹ Cr) Revenue from Operations for the FY26 rose to ₹ 3,811 Cr 3.07 2.97 from ₹ 2,999 Cr in FY25 on 3,811 2,999 account of higher volumes due 2.28 2.29 to commissioning of Punjab plant. FY25 FY26 EBITDA stood at ₹ 284 C
Slide 10: Q4 FY26 Financial Highlights (Standalone)
Q4 FY26 Financial Highlights (Standalone) Particulars (₹ Cr) Q4 FY26 Q3 FY26 Q-o-Q Q4 FY25 Y-o-Y Revenue from Operations 752.8 768.1 -2.0% 731.2 3.0% Revenue EBITDA Total Expense (670.3) (714.7) -6.2% (660.6) 1.5% ₹ 752.8 cr ₹ 82.5 cr EBITDA (excl. Other Inc) 82.5 53.4 54.5% 70.6 16.9% EBITDA Margin
Slide 11: Q4 FY26 Financial Highlights (Consolidated)
Q4 FY26 Financial Highlights (Consolidated) Particulars (₹ Cr) Q4 FY26 Q3 FY26 Q-o-Q Q4 FY25 Y-o-Y Revenue from Operations 1,169.1 1,078.7 8.4% 732.2 59.7% Revenue EBITDA Total Expense (1,074.7) (1,021.5) 5.2% (663.8) 61.9% ₹ 1,169.1 cr ₹ 94.4 cr EBITDA (excl. Other Inc.) 94.4 57.2 65.0% 68.4 38.0%
Slide 12: FY26 Financial Highlights (Standalone)
FY26 Financial Highlights (Standalone) Particulars (₹ Cr) FY26 FY25 Y-o-Y Revenue from Operations 3,037.9 2,996.8 1.4% Revenue EBITDA Total Expense (2,760.8) (2,731.0) 1.1% ₹ 3,037.9 cr ₹ 277.1 cr EBITDA (excl. Other Inc.) 277.1 265.8 4.3% EBITDA Margin (%) 9.1% 8.9% 20bps 1.4% YoY 4.3% YoY Other In
Slide 13: FY26 Financial Highlights (Consolidated)
FY26 Financial Highlights (Consolidated) Particulars (₹ Cr) FY26 FY25 Y-o-Y Revenue from Operations 3,811.2 2,998.6 27.1% Revenue EBITDA Total Expense (3,526.9) (2,735.1) 29.0% ₹ 3,811.2 cr ₹ 284.3 cr EBITDA (excl. Other Inc.) 284.3 263.5 7.9% EBITDA Margin (%) 7.5% 8.8% -130bps 27.1% YoY 7.9% YoY O
Slide 14: Standalone Balance Sheet
Standalone Balance Sheet Particulars (₹ Cr). March 26 March 25 % Change Plant, Property and Equipment (incl. CWIP) 869.9 841.0 3.4% Investments in subsidiaries 1,079.6 910.0 18.6% Other Non-Current Assets 206.3 27.6 647.2% Total Non-Current Assets (A) 2,155.8 1,778.6 21.2% Inventory 558.2 357.9 56.0
Slide 15: Consolidated Balance Sheet
Consolidated Balance Sheet Particulars (₹ Cr). March 2026 March 2025 % Change Plant, Property and Equipment (incl. CWIP) 3,069.5 2,519.3 21.8% Other Non-Current Assets 118.5 151.4 -21.7% Total Non-Current Assets (A) 3,188.0 2,670.7 19.4% Inventory 757.1 374.7 102.1% Trade Receivables 217.0 148.6 46.
Slide 16: Business Overview
8 Sanathan Textiles BUSINESS Overview
Slide 17: Among India's Leading Yarn Manufacturers catering to a Wide Spectrum of Applications
Among India’s Leading Yarn Manufacturers catering to a Wide Spectrum of Applications Among few India yarn manufacturers specializing in three yarn verticals: (i) Polyester Filament Yarn, (ii) Cotton Yarn, and (iii) Yarns for Technical Textiles Promoters have 140+ Years of cumulative experience in Te
Slide 18: Experienced Board of Directors
Experienced Board of Directors Paresh Dattani Debabrata Sarkar Chairman & Managing Director Independent Director • More than 2 decades of experience • Over 4 decades of experience in Banking and Financial Services • Responsible for supervision of overall performance of our Company • Was an Executive
Slide 19: Senior Leadership Team (contd…)
Senior Leadership Team (contd…) Years of Years at Name Designation Past Organization Experience Sanathan Executive President – Operations & Kaushik Mody 39 4 Administrations Nachimuthu Senthilvel Site President- Silvassa 39 20 Gulvinder Singh Aulakh Site President- Punjab 34 4 PM Moorthy President-
Slide 20: Business Verticals
Business Verticals Polyester yarn Cotton yarn Technical Textiles Fully Integrated manufacturing setup from State of the art facility at Silvassa with Yarns for Technical Textiles offering continuous polymerization to draw 130,000 Spindles, focusing on Finer Count high durability, dimensional stabili
Slide 21: One Yarn, Many Things
One Yarn, Many Things Cationic Dyeable Born Dyed Stretch Specialty Yarn Cotton Yarn Recycled Yarn Specialised polyester Eliminate the need Offers four-way Moisture-wicking Puro Cotton Yarns range PET waste is yarn that absorbs for dyeing at the stretchability and polyester yarn. is used for apparel,
Slide 22: Strong Marquee Relationships
Strong Marquee Relationships
Slide 23: Manufacturing Facilities – Silvassa
Manufacturing Facilities – Silvassa Fully integrated manufacturing set up, strategically located at Silvassa, with all three segments at one location spread across 50 Acres of free hold land Technologically advanced process configurations Automated doffing, transport, packaging, and warehousing, red
Slide 24: Manufacturing Facilities - Punjab
Manufacturing Facilities - Punjab 80 acres of freehold land in Wazirabad, Punjab Strategically located close to key Fully integrated polyester filament yarn facility, first customer markets of its kind in North India Located close to key domestic markets in North India • 1 Mn MTPA pre-existing polye
Slide 25: Thank you
Thank you For further information, please contact Sanathan Textiles Ltd. Mr. Jude D’souza investors@sanathan.com www.sanathan.com