Satia Industries Ltd

Q2 FY26Paper, Forest & Jute Products

Satia Industries Q2 FY26 earnings call: Revenue & Margins

Q2 FY26 investor presentation: what the company reported on revenue, margins and projects.

Price₹68

Market cap₹685 Cr

Updated24 Sept 2026

Read4 min read

Based on Satia Industries Ltd's Q2 FY26 investor presentation. The company has not published an earnings-call transcript for this quarter, so figures here are what the presentation reports, not management guidance.

The short version

Revenue from Operations for Q2FY26: INR 3,111 Mn, down 9% YoY from INR 3,401 Mn in Q2FY25. EBITDA: The presentation does not explicitly provide EBITDA figures for the quarter on the pages provided. - Operating Margin: Operating margin is not directly stated or calculated in the presentation. - Profit (PAT) for Q2FY26: -245 million INR - Year-on-Year (YoY) change: -299% compared to 123 million INR in Q2FY25 (Page 13). - Margin Outlook: - Management notes margin compression due to elevated input costs, low-priced imports, and inverted GST duty structure (Page 6).

From Satia Industries Ltd's Q2 FY26 earnings-call transcript · updated 24 Sept 2026.

Revenue & Sales Performance

Revenue from Operations for Q2FY26: INR 3,111 Mn, down 9% YoY from INR 3,401 Mn in Q2FY25.
Total Income for Q2FY26: INR 3,205 Mn, down 6% YoY from INR 3,423 Mn in Q2FY25.
Volume or sales tonnage figures are not explicitly mentioned in the presentation for the quarter.
The presentation states a revenue decline is due to temporary pressures, not a fundamental demand weakening (Page 6).
Early signs of easing raw material costs and improved conditions in H2FY26 are expected to support gradual margin recovery.

2 more points management made on revenue & sales performance

Profitability & Margins

EBITDA: The presentation does not explicitly provide EBITDA figures for the quarter on the pages provided.
Operating Margin: Operating margin is not directly stated or calculated in the presentation.
Profit (PAT) for Q2FY26: -245 million INR
Year-on-Year (YoY) change: -299% compared to 123 million INR in Q2FY25 (Page 13).
Margin Outlook:
Management notes margin compression due to elevated input costs, low-priced imports, and inverted GST duty structure (Page 6).

2 more points management made on profitability & margins

See what Satia Industries Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

FY22: Added 4th state-of-the-art paper machine with 100,000 MTPA capacity, increasing total installed capacity to over 200,000 MTPA.
2015-2019: Installed machinery for Table Cutlery segment.
2023-24: Completed expansion of 75 TPH multi-fuel boiler unit.
2025-26: Added 5 more cutlery machines, total now 14 machines, all operating at 100% capacity.
Recent Developments: Delayed shutdown of PM3 for redevelopment to ensure operational continuity.

2 more points management made on capital expenditure plans

Fundraising & Capital Structure

The presentation does not explicitly mention any new fundraising through debt or equity.
Finance cost decreased by 16% year-on-year to INR 109 Mn in H1FY26, indicating some cost efficiency in borrowing.
Short term borrowings increased from INR 886 Mn in Mar’25 to INR 1,274 Mn in Sept’25, showing a rise in short-term debt.
No explicit mention of fresh equity issuance or capital raise.

2 more points management made on fundraising & capital structure

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

Order Book & Pipeline

The investor presentation of Satia Industries Limited does not explicitly report any specific figures or details related to: - Order book - Order inflow

- Pending orders There is no direct mention or quantification of these metrics in the provided pages of the presentation. However, on Page 6 under Leadership Reflections, it mentions: - "Backed by a strong balance sheet and a healthy order book, we are confident in restoring growth momentum..." This indicates the company considers its order book healthy but does not provide exact numbers. No other concrete data on order inflow or pending orders is provided in the presentation.

2 more points management made on order book & pipeline

Satia Industries Ltd — Quarterly revenue & net profit

Revenue Net profit Net loss

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹390 Cr, net profit ₹6 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

What Satia Industries Ltd's management said in earlier quarters

Others in Paper, Forest & Jute Products this season

Kuantum Papers (Q2 FY26)
10% increase over the previous year driven by upgraded paper machine 4 and planned upgrades of PM1, PM2, PM3. Key concall takeaways from Kuantum Papers's Q2…

Compare:vs JK Paper Ltd vs West Coast Paper Mills Ltd vs Seshasayee Paper & Boards Ltd

🔎 Who's planning the most growth?

Companies ranked by management's own guidance — revenue, margins, capex and order book, from every earnings call in India.

See rankings →

Frequently Asked Questions

What were Satia Industries Ltd Q2 FY26 results?

What is Satia Industries Ltd share price analysis?

Satia Industries Ltd currently shows a neutral. The stock trades at a P/E of N/A with a market cap of ₹685 Cr. Investors should review the full earnings analysis for detailed insights.

Is Satia Industries Ltd planning capital expenditure?

FY22: Added 4th state-of-the-art paper machine with 100,000 MTPA capacity, increasing total installed capacity to over 200,000 MTPA.

Keep Satia Industries Ltd on your radar — track it to get its next earnings analysis in your feed.

This analysis is AI-generated based on publicly available earnings data and the company's investor presentation. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.