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Nitin Spinners Ltd

Q4 FY25Textiles & Apparels

Nitin Spinners Q4 FY25 earnings call: Revenue & Margins

Q4 FY25 earnings call: what management guided on revenue, margins and order book.

Price₹588
Market cap₹3.3K Cr
P/E18.3
Updated23 Aug 2026
Read5 min read

The short version

FY '26 volume growth expected to be very small/minuscule due to ongoing modernization; major capacity additions to fructify in FY '27. Revenue growth in FY '25 was 14%, with highest-ever revenue of INR3,305.65 crores despite lower yarn prices. - EBITDA margin improved from 12.98% to 14.26% in FY '25. - PAT increased 33% year-over-year to INR175.43 crores in FY '25. - EPS rose from INR23.29 to INR31.20 per share in FY '25. - Capex of ~INR1,100 crores underway, expected to add ~30% capacity by FY '27-FY '28 peak. - FY '26 volume growth expected to be minuscule; major capacity addition and growth to fructify primarily from FY '27 onwards. - Margins currently below normal (~14% vs.

From Nitin Spinners Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • FY '26 volume growth expected to be very small/minuscule due to ongoing modernization; major capacity additions to fructify in FY '27.
  • FY '27 anticipated to see part of capacity expansion come online, with peak capacity utilization likely in FY '28.
  • Capex underway aimed at adding approximately 30% to revenue over next 2 years, adding around INR1,000 crores to top line.
  • Export growth potential strong, especially with opportunities from UK Free Trade Agreement and shifting global supply chains away from China.
  • Indian cotton crop expected stable; international cotton prices predicted to remain steady until at least December 2025, supporting demand recovery.

2 more points management made on revenue & sales performance

Profitability & Margins

See what Nitin Spinners Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • Nitin Spinners has announced a significant capex plan of approximately INR 1,100 crores focused on yarn and fabrics, emphasizing value addition and cost efficiencies.
  • The capex is planned to be executed over 15 to 18 months, involving extensive planning, regulatory approvals, civil construction, and machine installation.
  • Equipment supply is not a bottleneck; lead times are short both domestically and globally.
  • The expansion aims to increase revenues by about 30% over the next 2 years, with FY '27 and FY '28 expected to see full benefits.
  • Peak debt post-capex is expected around INR 1,800 crores, with a debt-to-equity ratio of approximately 1:1.

2 more points management made on capital expenditure plans

Top-ranked in Textiles & Apparels

Ranked on what management guided this quarter

5x potential
Rev 1Mar 1
2Purple United
Rev 1Mar 3
3
Rev 2Mar 1
4
Rev 2Mar 1
5
Rev 2Mar 2
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Nitin Spinners Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The transcript does not explicitly mention the current or expected order book or pending orders details for Nitin Spinners Limited. However, some relevant points on capacity and demand are noted: - The company is expecting the capex (capacity expansion) to fructify over the next 15-18 months, with major capacity additions operational by FY '27 and peak utilization by FY '28. - Demand is stable and expected to improve in the second half of the year, especially with the growth opportunity arising from the UK Free Trade Agreement and "China Plus One" dynamics. - Export markets like Bangladesh and the UK are significant, with about 27-28% revenue from Bangladesh and plans to increase UK export presence from the current ~1%.

2 more points management made on order book & pipeline

Nitin Spinners Ltd — Quarterly revenue & net profit

Revenue Net profit
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹860 Cr, net profit ₹57 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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Frequently Asked Questions

What were Nitin Spinners Ltd Q4 FY25 results?

FY '26 volume growth expected to be very small/minuscule due to ongoing modernization; major capacity additions to fructify in FY '27. Revenue growth in FY '25 was 14%, with highest-ever revenue of INR3,305.65 crores despite lower yarn prices. - EBITDA margin improved from 12.98% to 14.26% in FY '25. - PAT increased 33% year-over-year to INR175.43 crores in FY '25. - EPS rose from INR23.29 to INR31.20 per share in FY '25. - Capex of ~INR1,100 crores underway, expected to add ~30% capacity by FY '27-FY '28 peak. - FY '26 volume growth expected to be minuscule; major capacity addition and growth to fructify primarily from FY '27 onwards. - Margins currently below normal (~14% vs.

What is Nitin Spinners Ltd share price analysis?

Nitin Spinners Ltd currently shows a neutral. The stock trades at a P/E of 18.3 with a market cap of ₹3,253 Cr. Investors should review the full earnings analysis for detailed insights.

Is Nitin Spinners Ltd planning capital expenditure?

Nitin Spinners has announced a significant capex plan of approximately INR 1,100 crores focused on yarn and fabrics, emphasizing value addition and cost efficiencies.

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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.