Q3-FY26 · Punit Lalbhai
If I have a dollar to invest, I invest it in garmenting and fabric I can get from various places.
ARVIND / language trends
Read confidence between the lines.
Arvind · tone and specificity signals across the available quarters.
Research layer active
Language signals
What changed in management language.
tracked
Q3-FY26 · Punit Lalbhai
We have been punching under our weight as an industry in the garmenting field and we have to grow aggressively.
Q3-FY26 · Satya Prakash Mishra
Our reported margins would have crossed a pre-desired trajectory of 13%, which remains fully aligned with our medium-term guidance.
Q4-FY26 · Punit Lalhai
The challenge is India is a supply constraint geography. So you know people our government industry is not growing because we don't have capacities. So the moment we create capacities growth will come.
Q4-FY26 · Punit Lalhai
I can see easily 1 to 1.5% of EBITDA coming off because of input costs in H1. Volume growth will be very strong but margin may come off by 1 to 1.5%.
Q4-FY26 · Jay Shah
We are clear that we would like to bring down the debt back to where we were and at a comfortable level just that the opportunity was so compelling that we had to finance immediately with the debt.