Sutlej Textiles & Industries Ltd. · NSE:SUTLEJTEX
Sutlej Textiles & Industries — Q2 FY26 Earnings Presentation
26 slides from Sutlej Textiles & Industries's earnings presentation, Nov 6, 2025
Slide 1: Q2 & H1 FY26 Investor Presentation cover letter
SUTLEJ TEXTILES AND INDUSTRIES LIMITED Lotus Corporate Park, ‘E’ Wing, 5th/6th Floor, 185/A, Graham Firth Compound, Near Jay Coach, Goregaon (East), Mumbai 400 063, INDIA. Phone : (022) 4219 8800/6122 8989 Fax (022) 42198830 E-mail : info@sutlejtextiles.com Website: www.sutlejtextiles.com CIN. : L17
Slide 2: Sutlej Textiles and Industries Limited
Sutlej Textiles and Industries Limited Leadership in Yarns, Establishing a Niche in Home Textiles Investor Presentation – Q2 & H1FY26
Slide 3: Safe Harbor
Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Sutlej Textiles and Industries Limited (the “Company”), solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securitie
Slide 4: Table of Contents
Table of Contents 1. Q2 & H1FY26 Result Updates 2. STIL – Company Overview 3. Sustainable Green Fibre 4. Specialised Yarn 5. Home Textiles 3
Slide 5: Key Highlights Q2 & H1FY26
Key Highlights Q2 & H1FY26
Slide 6: Yarn Business – Q2 & H1FY26 Highlights
Yarn Business – Q2 & H1FY26 Highlights Sales Volume and Capacity Utilization Segment Revenue (Rs Cr) Segment EBIT (Rs Cr) Revenue Mix (%) 91% 86% 79% Q2FY26 635 36% 597 -7 -7 26,191 25,130 22,785 562 -15 64% Q2FY25 Q1FY26 Q2FY26 Q2FY25 Q1FY26 Q2FY26 Q2FY25 Q1FY26 Q2FY26 Domestic Export Sales Volume
Slide 7: Home Textiles Business – Q2 & H1FY26 Highlights
Home Textiles Business – Q2 & H1FY26 Highlights Enhanced Value Proposition: Segment Revenue (Rs Cr) Segment EBIT (Rs Cr) Revenue Mix • Nesterra has achieved consistent and 51 43 46 strong growth over the past five years Q2FY26 -4 45% • Q2 was a period of steady and broad- -5 55% based growth across
Slide 8: Standalone Profit & Loss – Q2/H1 FY26
Standalone Profit & Loss – Q2/H1 FY26 Particulars (Rs Cr) Q2FY26 Q1FY26 QoQ % Q2FY25 YoY% H1FY26 H1FY25 YoY % Total Income 642 604 6.4% 680 -5.6% 1246 1339 -7.0% Cost of goods sold 345 343 0.5% 390 -11.4% 689 757 -9.0% Employee cost 115 107 8.0% 112 3.2% 222 222 -0.1% Other expenses 164 148 10.7% 16
Slide 9: Consolidated Profit & Loss – Q2/H1 FY26
Consolidated Profit & Loss – Q2/H1 FY26 Particulars (Rs Cr) Q2FY26 Q1FY26 QoQ % Q2FY25 YoY% H1FY26 H1FY25 YoY % Total Income 645 610 5.7% 690 -6.5% 1255 1354 -7.4% Cost of goods sold 348 351 -0.8% 397 -12.2% 700 768 -9.0% Employee cost 117 108 7.9% 113 2.9% 225 226 -0.4% Other expenses 165 149 10.8%
Slide 10: Balance Sheet – Highlights
Balance Sheet – Highlights Total Borrowings (Rs Cr) Debt to Equity (times) 0.97 0.97 872 820 820 0.85 371 418 350 449 454 469 FY24 FY25 H1FY26 FY24 FY25 H1FY26 Long Term Short Term Total Overall Debt Levels continue to be in control; Low utilization of working capital at 50% against Consistently kee
Slide 11: From the Executive Chairman’s Desk
From the Executive Chairman’s Desk Commenting on the results, Mr. C.S. Nopany, Executive Chairman, Sutlej Textiles and Industries Limited said: “The textile industry continues to face challenges from geopolitical tensions, tariff uncertainties, and weak demand across key markets. Volatile raw materi
Slide 12: Sutlej – A Leading Integrated Textile Manufacturer in India
Sutlej – A Leading Integrated Textile Manufacturer in India
Slide 13: A Premier Indian Yarn Manufacturer, Growing Presence in Home Textiles
A Premier Indian Yarn Manufacturer, Growing Presence in Home Textiles Patronage of a renowned Large Scale, World-class Focus on Sustainable group Yarn Capacities Transformation • Established in 1934 by Late Dr. • A Leading Yarn Manufacturer in India Green Fibre (for captive use) Krishna Kumar Birla
Slide 14: Creation of a Strong Foundation over the years
Creation of a Strong Foundation over the years Sustainable Transformation Capacity Expansion 2017: Entered into Home Textile Segment • Acquired Design, Sales, and Distribution Spinning Excellence 2006-07: Entered into Home Textile Segment (DS&D) business along with brand of since 1934 American Silk
Slide 15: Among the Leading Yarn and Fabric Capacities in India
Among the Leading Yarn (4,15,440 Spindles) and Fabric Capacities in India Our facilities are capable to handle a variety of Raw Material, having different Counts 1 We work very closely with our Customers to fulfil requirements and on the ethos, ‘Manufacture to Sale and Not to Stock’ 2 5 Yarn Hom
Slide 16: Key Business Verticals
Key Business Verticals SUSTAINABLE GREEN FIBRE SPECIALISED YARN HOME TEXTILE Recycled Green fibre Value Added Yarn Segment Niche Segment Recycled Polyester Staple Fibre Dyed Yarns Melange Yarns Curtains Upholstery Made Ups 15
Slide 17: Sustainable Green Fibre
Sustainable Green Fibre
Slide 18: Sustainable Green Fibre - Improving Operating Efficiency by Backward Integration
Sustainable Green Fibre - Improving Operating Efficiency by Backward Integration Bottle Flake Fibre Yarn Fabric 1 2 3 4 5 RPSF – A Key Raw Material for Sutlej 120 MT/ day 4.80 Mn per day Huge Potential installed capacity peak quantum of of Green Fibre PET bottles that 60 Mn PET drinking water
Slide 19: Specialty Dyed Yarn
Specialty Dyed Yarn
Slide 20: Specialty Dyed Yarns – Backbone of Our Business
Specialty Dyed Yarns – Backbone of Our Business Leading Yarn manufacturer in India Well Diversified Product Portfolio/geographies and customers 4,15,440 Dyed Yarn Spindles • Robust Business Model with low customer concentration and diversified geographical spread. ~42% dedicated ~58% dedicated • B2B
Slide 21: Niche Home Textile
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Slide 22: One of the Leading Producers and Exporters of Home furnishings
One of the Leading Producers and Exporters of Home furnishings Curtains Upholstery Made ups High Quality Product Offerings With 126 State-of-the-Art Sizeable Capacity of shuttleless looms Manufacturing Facility at Gujarat 8.97Mn. meters/pa 42 single-width Dobby Shedding looms Domestic Markets Buildi
Slide 23: “Nesterra” - Building a Brand of Future
“Nesterra” - Building a Brand of Future Brand Overview • In FY21, launched the first retail brand in its existence and within a short span of time, ‘Nesterra’ has begun earning respect from top Architect and interior design community for its distinct product offering and has been tastefully found ho
Slide 24: Home Textile Business – Highlights
Home Textile Business – Highlights Branding & Visual Merchandising: Executed exclusive branding and Kejal furnishing standardized window displays across top-performing retail stores, enhancing Nesterra’s visibility in Tier-1 cities through refreshed fabric displays and long- term branding spaces.
Slide 25: Guided by Industry Veterans and Experienced Management
Guided by Industry Veterans and Experienced Management Board of Directors Mr. C.S. Nopany Mr. Rohit Dhoot Mr. Ashok Mittal Mr. Sameer Kaji Executive Chairman Independent Independent Independent Non-Executive Director Non-Executive Director Non-Executive Director Ms. Deepa Kapoor Mr. Arhant Vikram No
Slide 26: Sutlej Textiles & Industries Ltd. contact details
Sutlej Textiles & Industries Ltd. Stellar IR Advisors Private Limited CIN. : L17124RJ2005PLC020927 Mr. Sachin J. Karwa Ms. Pooja Sharma / Mr. Ankit Jain investor.relations@sutlejtextiles.com pooja.sharma@stellar-ir.com | ankit@stellar-ir.com Lotus Corporate Park, E- Wing, 6th Floor,185/A, Near Jay C
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