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Crude oil price volatility impacting margins
View Risks →Sangam Ltd — Q4 FY26
Sangam delivered a strong Q4 FY26 with 880 cr revenue, 98 cr EBITDA, and 33 cr PAT, nearly matching full-year FY25 PAT.
bullish
high
✓ Verified against BSE filing
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Sangam delivered a strong Q4 FY26 with 880 cr revenue, 98 cr EBITDA, and 33 cr PAT, nearly matching full-year FY25 PAT. The standout was PAT doubling to 83 cr for the full year, driven by high capacity utilization (yarn at 95%), operational efficiencies, and a sharp working capital improvement from 80 to 55 days. Management aspires to double PAT again in FY27, supported by renewable energy savings (targeting 70%+ power from renewables by mid-FY27, adding 50-60 cr annual EBITDA benefit) and backward integration (50% polyester fiber in-house). Key risk: volatility in crude oil and raw material prices from geopolitical tensions could pressure margins if cost pass-through lags.
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Yarn capacity utilization
95%
+5pp YoY
Yarn segment operating near full capacity, driving volume growth.
Working capital cycle
55 days
-25 days YoY
Improved from 80 days, reflecting better inventory and receivables management.
In-house polyester fiber
50%
+10pp YoY
Backward integration reduces raw material cost and improves quality control.
Garmenting capacity utilization
50%
+10pp YoY
Improved from lows; management expects further ramp-up to 70%.
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Guidance and risk preview
Management aspires to double PAT again in FY27, building on FY26's doubling, driven by operational efficiencies and energy cost savings.
Rising crude prices increase raw material and freight costs; management notes dynamic situation and limited visibility on pass-through.
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