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Sanathan Textiles Q3 FY26: Consol Revenue Up 31.9% QoQ; Punjab Facility Turns EBITDA Positive
Sanathan Textiles reported a consolidated revenue of ₹1,078.7 crores for Q3 FY26, a 31.9% sequential increase driven by the ramp-up of its Punjab facility. While standalone margins moderated to 7.3% due to regulatory shifts and tariff issues, the Punjab plant achieved a critical milestone by turning EBITDA positive. The company is on track to reach a Phase 1 capacity of 700 MT per day at Punjab by Q4 FY26 and plans to double its technical textile capacity at Silvassa by Q1 FY27. Management expects FY27 to reflect normalized earnings as external headwinds subside and new capacities stabilize.
Key Highlights
Consolidated revenue grew 31.9% QoQ to ₹1,078.7 crores, while standalone revenue rose 3.6% YoY to ₹768.1 crores.
Punjab facility turned EBITDA positive, with production reaching 575 MT per day as of the call date.
Technical textile yarn capacity at Silvassa is set to double to 18,000 MTPA by Q1 FY27.
One-time costs included ₹3.5 crores for Punjab scale-up and ₹2.7 crores for labor code-linked gratuity provisions.
Standalone PAT stood at ₹38.1 crores with a 5% margin, impacted by temporary industry headwinds like GST changes and BIS QCO removal.
💼 Action for Investors
Investors should monitor the successful ramp-up to 700 MT/day at the Punjab facility by Q4 and the stabilization of margins in FY27. The shift towards high-value technical textiles and the resolution of trade issues provide a positive long-term outlook.
Sanathan Textiles Q3 Revenue Jumps 45% to ₹1,079 Cr; Consolidated PAT Swings to Loss
Sanathan Textiles reported a robust 45.2% YoY growth in consolidated revenue to ₹1,079 crore for Q3 FY26, primarily driven by the ramp-up of its Punjab facility. However, the company posted a consolidated net loss of ₹5 crore, down from a profit of ₹34 crore YoY, as finance costs surged by 586% and depreciation rose by 163% due to expansion. Operational margins were also impacted by new BIS/QCO norms and a GST rate transition from 12% to 5% on fabrics. While standalone operations remained stable with a ₹38 crore PAT, the consolidated performance reflects the heavy initial costs of recent capacity expansions.
Key Highlights
Consolidated Revenue increased 45.2% YoY to ₹1,079 crore, while Standalone Revenue grew 3.6% to ₹768 crore.
Consolidated PAT turned to a loss of ₹5 crore vs ₹34 crore profit YoY, heavily impacted by ₹36 crore in finance costs.
Consolidated EBITDA margins contracted to 5.3% from 7.9% YoY due to one-time labor code impacts and regulatory transitions.
Punjab plant polymerization capacity reached 450 MTPD, with full Phase I capacity of 700 MTPD expected by Q4 FY26.
Technical textile expansion in Silvassa (9,000 MTPA) is on track for commissioning in Q1 FY27.
💼 Action for Investors
The stock may face short-term pressure due to the consolidated loss and significantly higher interest burden from recent expansions. Investors should monitor the stabilization of the Punjab facility and the upcoming technical textile lines for margin recovery in FY27.
Sanathan Textiles Q3 Results: Revenue Jumps 45% YoY to ₹1,078 Cr; Reports Consolidated Net Loss
Sanathan Textiles reported a robust 45.1% YoY growth in consolidated revenue to ₹1,078.7 Cr for Q3 FY26, primarily driven by the scale-up of its Punjab facility. However, the company posted a consolidated net loss of ₹4.8 Cr compared to a profit of ₹34.2 Cr in the previous year, impacted by US tariffs, GST rate changes on fabrics, and one-time labor code costs of ₹2.7 Cr. Standalone PAT remained positive at ₹38.1 Cr, up 2% YoY. Management remains optimistic about a recovery due to the India-US tariff settlement and expansion in technical textiles.
Key Highlights
Consolidated Revenue increased 45.1% YoY to ₹1,078.7 Cr, while 9M FY26 Revenue rose 16.6% to ₹2,642 Cr.
Consolidated PAT swung to a loss of ₹4.8 Cr in Q3 FY26 from a profit of ₹34.2 Cr in Q3 FY25.
Punjab facility capacity increased by 25% to 450 MTPD and achieved EBITDA positive status during the quarter.
Technical textile yarn capacity expansion from 9,000 MTPA to 18,000 MTPA is on track for Q1 FY27.
One-time costs of ₹2.7 Cr for labor code gratuity and ₹3.5 Cr for Punjab scale-up impacted the bottom line.
💼 Action for Investors
Investors should watch for margin stabilization as the Punjab facility reaches its 700 MTPD target by Q4 FY26 and the impact of the India-US tariff settlement on export demand. The current consolidated loss appears driven by transitory factors and expansion costs, making the next two quarters critical for a turnaround.
Sanathan Textiles Q3 PAT at ₹36.09 Cr; Re-appoints Rupal Vora as Independent Director
Sanathan Textiles reported a marginal year-on-year revenue growth of 3.6% to ₹768.07 crore for Q3 FY26. Profit After Tax (PAT) for the quarter stood at ₹36.09 crore, a slight decline from ₹37.33 crore in the year-ago period, partly due to a ₹2.58 crore one-time impact from new labour code provisions. However, the nine-month performance remains strong with PAT rising to ₹135.92 crore from ₹124.51 crore. The board also confirmed the re-appointment of Mrs. Rupal Vora as an Independent Director for a three-year term.
Key Highlights
Revenue from operations for Q3 FY26 reached ₹768.07 crore compared to ₹741.13 crore in Q3 FY25.
Net Profit for the quarter was ₹36.09 crore, down from ₹50.64 crore in the sequential quarter (Q2 FY26).
Nine-month (9M FY26) PAT increased to ₹135.92 crore from ₹124.51 crore in the previous year.
Finance costs nearly doubled year-on-year to ₹10.80 crore in Q3 FY26 from ₹5.30 crore in Q3 FY25.
Mrs. Rupal Vora re-appointed as Additional Director (Independent) for a 3-year term starting April 1, 2026.
💼 Action for Investors
Investors should note the steady 9-month growth but monitor the sharp rise in finance costs and the sequential dip in margins. The stock remains a hold as the company navigates regulatory labour cost adjustments.
Sanathan Textiles Q3 PAT Grows 21.4% YoY to ₹38.03 Cr; 9M Profit Surges 32.9%
Sanathan Textiles reported a steady Q3 FY26 with revenue from operations at ₹768.01 crore, a 3.6% increase year-on-year. While net profit for the quarter rose 21.4% YoY to ₹38.03 crore, it experienced a significant sequential decline from ₹50.64 crore in Q2 FY26. For the nine-month period, the company demonstrated robust growth with PAT reaching ₹138.92 crore compared to ₹104.51 crore in the previous year. The results include a one-time ₹2.58 crore impact due to the implementation of new Labour Codes.
Key Highlights
Revenue from operations for Q3 FY26 stood at ₹768.01 crore, up from ₹741.13 crore in Q3 FY25.
Net Profit for the quarter increased to ₹38.03 crore, representing a 21.4% growth over the same period last year.
Nine-month (9M FY26) PAT surged 32.9% to ₹138.92 crore against ₹104.51 crore in 9M FY25.
Recorded a one-time incremental financial impact of ₹2.58 crore due to the consolidation of new Labour Codes.
Board approved the re-appointment of Mrs. Rupal Vora as an Independent Director for a three-year term starting April 2026.
💼 Action for Investors
Investors should monitor the sequential margin pressure as PAT dropped nearly 25% from Q2 to Q3 despite stable revenues. While the nine-month growth trajectory is strong, the rising finance costs and employee benefits expenses warrant a cautious outlook on short-term profitability.