GHCL Textiles Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book

- GHCL Textiles aims to double revenue from INR1,000 crores to around INR2,000 crores between FY29 and FY30. - EBITDA margin target is set between 15% to 18% in the same timeframe, driven by vertical integration, premium product mix, fabric portion increase, and optimized utilization. - ROCE is expected to improve gradually, targeting double digits by optimizing working capital and margins. - Operating cash flow currently impacted by elevated working capital (135-140 days), expected to taper down to a sustainable 110-120 days. - Volume growth driven by new spindle capacity, knitting machine installations, and product mix enhancements. - Strategic investments in PM MITRA Park and solar capacity expansion will support growth and profitability. - FY27 growth expected to maintain around 14-15%, with cautious optimism amid macroeconomic uncertainties. - Export markets showing steady or increasing demand, especially Europe and Bangladesh. Overall, GHCL is on track for robust revenue and profit growth over the next 3-4 years.

The transcript does not provide explicit details on the current or expected order book or pending orders for GHCL Textiles Limited. However, the following related points can be inferred: - New customers from UK and Europe have started placing trial orders following the reorientation of supply chains due to upcoming Free Trade Agreements (FTAs). - Early customer response to the installation of knitting machines has been encouraging. - Export inquiries, especially from Bangladesh and Europe, remain strong and steady. - Domestic market demand has been consistently increasing on a quarter-on-quarter and year-on-year basis. - The company has mentioned increased optimism and better order visibility for FY26 and FY27. No precise figures or specific order backlog data are disclosed in the call transcript.