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Revenue
₹699 Cr
verified against source
Revenue YoY
4%
reported change
EBITDA
₹37 Cr
latest reported figure
Source
screener in
record provenance
Actual signal trajectory
Where this quarter sits.
Quarter read
What the record says.
Sutlej Textiles reported Q4 FY26 standalone revenue of ₹699 crore, up 4% YoY, with EBITDA surging 115% YoY to ₹37 crore and margin expanding to 5.3% (from 0.8% in Q1 FY26). The full-year EBITDA grew 25% YoY to ₹85 crore despite a 3% revenue decline, driven by cost rationalization, product mix upgrade, and home textiles turnaround (EBITDA swung from -₹3.5 crore to +₹8.4 crore). Management guided FY27 as an inflection year toward profitable growth and deleveraging, with home textiles order book at 180 days and Sutlej Green Fiber operating at over 100% utilization. Key risks include global tariff uncertainty, raw material price volatility, and the ongoing closure of the US subsidiary (American Silk Mills) incurring inventory losses.
Colored figures show movement against the previous available record.
Guidance to track
- Management expects EBITDA to expand meaningfully in FY27 compared to FY26, driven by yarn margin improvement, home textile scaling, and cost discipline.
- Based on strong order book and strategic customer commitments, home textiles EBITDA is expected to at least double from ₹8.4 crore in FY26.
- FY27 capex will be milestone-driven; FY26 capex was approximately ₹70 crore. Specific FY27 numbers to be shared in coming quarters.
Risks flagged
- Management acknowledged forex hedging discipline, global tariff uncertainty, and borrowing cost management as key watch areas.
- The closure of American Silk Mills in the US is causing inventory losses, though management clarified these are not from Indian operations.
- Management declined to give a timeline for double-digit EBITDA margins, citing dependence on market conditions and raw material prices.
Key quotes
- Q4 has been the best quarter of the year, both operationally and financially.
- The strategic pivot is working and it is working through design not luck.
- FY27 will be a year of inflection. Direction of travel is profitability, EBITDA expansion and a clear deleveraging trajectory.
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