Sangam (india) Limited · NSE:SANGAMIND
Sangam (india) — Q2 FY27 Earnings Presentation
28 slides from Sangam (india)'s earnings presentation, Nov 4, 2026
Slide 1: Exchange cover letter for Investor Presentation
SANGAM (INDIA) LIMITED CIN : L17118RJ 1984PLC 003173 E - mail : secretarial@sangamgroup.com Website : www.sangamgroup.com I Ph : +91-1482-245400-06 Ref: SIL/SEC/2026 Date: 4th November, 2026 The Manager, The Manager, Department of Corporate Services, Department of Corporate Services, The National St
Slide 2: Investor Presentation Q2 & H1 FY27
SANGAM (INDIA) LIMITED INVESTOR PRESENTATION Q2 & H1 FY27 | November 2026
Slide 3: Disclaimer
Disclaimer This presentation has been prepared by Sangam (India) Limited (the "Company") solely for information purposes and does not constitute an offer to sell or a recommendation or solicitation of an offer to subscribe for or purchase any securities, and nothing contained herein shall form the b
Slide 4: Chairman's Message
Chairman’s Message Dear Shareholders, The Indian textile industry is at an exciting inflection point, driven by global sourcing diversification, emerging trade opportunities and rising demand for quality and value-added products. With its scale, integration and execution capabilities, Sangam is well
Slide 5: Investment Highlights
Investment Highlights 01 02 03 Integrated textile company Scale in core products Long-standing customers Fibre, yarn and fabric under one roof across Among India’s leading manufacturers of PV Supplying to leading global and domestic synthetic and cotton value chains. dyed yarn and denim fabric, with
Slide 6: Financial Performance & Quarterly Highlights
01 Financial Performance & Quarterly Highlights
Slide 7: Q2 & H1 FY27 Performance Highlights
Q2 & H1 FY27 Performance Highlights Revenue EBITDA PAT Gross margin Q2 FY27 ₹1,045 Cr ₹127 Cr ₹53 Cr 41.5% 33.0% YoY 67.6% YoY | Margin 12.1% 130.9% YoY Up 134 bps YoY Revenue EBITDA PAT Gross margin H1 FY27 ₹1,906 Cr ₹239 Cr ₹94 Cr 42.2% 20.9% YoY 63.7% YoY | Margin 12.5% 273.8% YoY Up 407 bps YoY
Slide 8: Consolidated Profit & Loss Statement
Consolidated Profit & Loss Statement Quarter Half year ₹ Cr Q2 FY27 Q2 FY26 YoY H1 FY27 H1 FY26 YoY Revenue from operations 1,045 786 ▲ 33.0% 1,906 1,576 ▲ 20.9% Gross margin 434 316 ▲ 37.4% 805 601 ▲ 33.8% Gross margin % 41.5% 40.1% ▲ 134 bps 42.2% 38.2% ▲ 407 bps EBITDA 127 76 ▲ 67.6% 239 146 ▲ 63
Slide 9: Financial Performance: FY24 to TTM
Financial Performance: FY24 to TTM Particulars (₹ Cr) FY24 FY25 FY26 TTM Sep-26 Revenue from operations 2,628 2,857 3,235 3,564 EBITDA 228 260 329 422 EBITDA margin % 8.7% 9.1% 10.2% 11.8% PAT 41 32 83 152 PAT margin % 1.6% 1.1% 2.6% 4.3% EPS (₹) 8.21 6.33 16.44 30.20 TTM: twelve months ended 30 Sep
Slide 10: Revenue Mix
Revenue Mix Product-wise (% of revenue) Market-wise (% of revenue) Q2 FY26 Q2 FY27 PV yarn Cotton yarn Denim fabric PV fabric Garments Sangam (India) Limited 9
Slide 11: Production & Capacity Utilisation
Production & Capacity Utilisation Q2 FY27 Yarn Green fibre* PV fabric Denim fabric Garments 24,763 3,948 188 145 8 MT produced MT produced lakh metres produced lakh metres produced lakh pieces produced 93% 97% 95% 97% 37% capacity utilisation capacity utilisation capacity utilisation capacity utilis
Slide 12: Consolidated Balance Sheet
Consolidated Balance Sheet Particulars (₹ Cr) Mar-24 Mar-25 Mar-26 Sep-26 Fixed assets (incl. CWIP) 1,229 1,457 1,593 1,739 Inventories 669 576 587 652 Trade receivables 448 518 637 830 Cash, bank balances and current investments 38 131 195 127 Total assets 2,729 2,955 3,315 3,671 Total equity 984 1
Slide 13: Consolidated Cash Flow
Consolidated Cash Flow Particulars (₹ Cr) H1 FY27 H1 FY26 Operating profit before working capital changes 229 142 Changes in working capital (263) (131) Taxes paid (7) (2) Net cash from operating activities (41) 9 Purchase of fixed assets (incl. CWIP and capital advances) (Net) (229) (104) Investmen
Slide 14: Key Financial Ratios
Key Financial Ratios Ratio FY24 FY25 FY26 TTM Sep-26 ROE 4.4% 3.2% 7.9% 13.7% ROCE 7.0% 6.9% 10.4% 12.8% Net debt / EBITDA 4.50x 3.86x 3.29x 3.25x Net debt / equity 1.04x 1.00x 1.00x 1.15x ROE: PAT / average equity. ROCE: profit before interest, tax and exceptional items / average (equity + borrowin
Slide 15: Working Capital
Working Capital No. of days FY24 FY25 FY26 TTM Sep-26 Inventory 139 132 109 105 Receivables 56 63 67 77 Payables 77 109 122 111 Cash conversion cycle 118 86 54 71 Receivable days are 77 days due to slower collections in the market and longer transit time for export shipments. Bringing this down is a
Slide 16: Debt Profile & Credit Rating
Debt Profile & Credit Rating Credit rating (India Ratings) Particulars Mar-26 Sep-26 Long term Short term Long-term borrowings 719 884 IND A IND A1 Short-term borrowings 557 615 Outlook: Stable Gross debt 1,276 1,500 Upgraded in October 2026 from IND A- / IND A2+, covering bank facilities of Cash, b
Slide 17: Growth Strategy
02 Growth Strategy Value through values
Slide 18: Capex Progress
Capex Progress Commissioned in Q2 FY27 Project Capex Annual generation Expected annual savings Solar power plant, 18 MW ₹105 Cr 4.50 Cr units ₹22 Cr Ongoing projects Project Project cost / equity* Expected completion Expected annual EBITDA (₹ Cr) benefit Hybrid power – 5 MW - (2.22 Cr units) 4.76 Q3
Slide 19: Company Overview
03 Company Overview Value through values
Slide 20: Company Overview
Company Overview Sangam is a vertically integrated textile company based in Bhilwara, Rajasthan. We manufacture PV dyed yarn, cotton yarn, PV suiting fabric and denim fabric, along with recycled polyester fibre and seamless garments. Synthetic Recycled polyester fibre PV dyed yarn PV suiting fabric
Slide 21: Installed Capacity
Installed Capacity Division Key facilities Installed capacity Spinning (ring) 3,06,864 spindles 85,140 MT p.a. Spinning (open-end) 4,584 rotors 21,600 MT p.a. Knitting 32 knitting machines 5,400 MT p.a. Denim fabric 298 looms, 5 indigo lines, 1 rope dyeing line 60 million metres p.a. PV fabric 304 l
Slide 22: Our Customers
Our Customers Among India’s leading manufacturers of PV dyed yarn and denim fabric, supplying to leading global and domestic brands Sangam (India) Limited 21
Slide 23: Board of Directors & Leadership
Board of Directors & Leadership ➢ Founded Sangam four ➢ More than three decades ➢ Sets the company’s decades ago and built it into with Sangam; PhD in Strategic direction and runs the one of India’s leading Management; has led premier business day to day, across integrated textile companies. textile
Slide 24: Export House & Credentials
Export House & Credentials Exports (₹ Cr) 1,167 ★★★★ 1,109 Four-Star Export 867 House Recognised by the Directorate General of Foreign Trade, Government of India Valid till 31 March 2028 Globally FY24 FY25 FY26 Recognised Accreditations ISO 9001 OEKO-TEX SA 8000 GRS OCS GOTS Sangam (India) Limited 2
Slide 25: Sustainability Initiatives
Sustainability Initiatives Renewable energy Water management Where we were Green share FY25 ·Solar 14 MW · Wind 5 MW Zero Liquid Discharge across operations, with 3,200- 19 MW ~7% 3,400 KL of wastewater treated and recycled daily. ~2.58 Cr units p.a. Where we are Green share Today · Solar 37 MW · Hy
Slide 26: CSR Initiatives
CSR Initiatives Community Education Environment Welfare Healthcare 4,500+ students 1,00,000 saplings planted 2 lakh+ lives impacted NABH-accredited Smt. enrolled at Sangam every year, with 5,000 tree through CSR Kesar Bai Soni Hospital University, Bhilwara guards, along with the interventions Distri
Slide 27: Shareholding Pattern
Shareholding Pattern As on 30 Sep 2026 (fully diluted) Promoter holding has gone up from 47.5% to 71.5% Promoters 71.54% DIIs 9.83% 70.3% 70.2% 70.2% 70.5% 71.5% FIIs 2.37% 61.4% 59.2% 55.0% 50.2% Public and others 16.26% 47.5% Sep-26 Mar-18 Mar-19 Mar-20 Mar-21 Mar-22 Mar-23 Mar-24 Mar-25 Mar-26 (f
Slide 28: Thank You
THANK YOU Sangam (India) Limited Atun, Chittorgarh Road, Bhilwara 311001, Rajasthan www.sangamgroup.com Mr. Arjun Agal +91 92521 45210 | arjunagal@sangamgroup.com Investor Relations - Go India Advisors Ms. Garima Singla +91 97800 42377 | garima@goindiaadvisors.com Ms. Mehal Gogia +91 91409 69229 | m