Himatsingka Seide Ltd
Himatsingka Seide Q4 FY25 earnings call: Revenue & Margins
Q4 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
The company is in the final stages of recalibrating its brand portfolio, with approximately INR150 crores of annual revenue impact still to be neutralized. Himatsingka is nearing the end of its revenue portfolio recalibration, with about INR150 crores annual impact still to offset.
From Himatsingka Seide Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company is in the final stages of recalibrating its brand portfolio, with approximately INR150 crores of annual revenue impact still to be neutralized.
- Revenue growth in Q1 FY '26 is expected to be muted due to the impact of US tariffs and cautious customer behavior.
- Beyond Q1, management expects organic growth and better capacity utilization to drive revenue growth.
- India branded business aims to cross INR100 crores in revenue in FY '26 and targets INR800-1,000 crores over the next 4-5 years.
- The India business is expected to reach 15% EBITDA margins around INR200 crores scale.
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Profitability & Margins
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Capital Expenditure Plans
- Typical organic capex is around INR 60-70 crores annually.
- For FY '26, maintenance capex is expected to be muted with no substantial investments planned.
- Terry Towel capacity expansion from 25,000 to 40,000 tons is planned but will be timed to avoid burdening utilization; expected within 18 to 24 months.
- No major new capex projects are anticipated in FY '26; focus is on optimizing current capacities and calibrating brand portfolio.
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Top-ranked in Textiles & Apparels
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
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Himatsingka Seide Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹617 Cr, net profit ₹1 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Himatsingka Seide Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Himatsingka Seide Ltd Q4 FY25 results?
The company is in the final stages of recalibrating its brand portfolio, with approximately INR150 crores of annual revenue impact still to be neutralized. Himatsingka is nearing the end of its revenue portfolio recalibration, with about INR150 crores annual impact still to offset.
What is Himatsingka Seide Ltd share price analysis?
Himatsingka Seide Ltd currently shows a neutral. The stock trades at a P/E of 16.1 with a market cap of ₹1,000 Cr. Investors should review the full earnings analysis for detailed insights.
Is Himatsingka Seide Ltd planning capital expenditure?
Typical organic capex is around INR 60-70 crores annually.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.