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Satia Industries Ltd

Q4 FY25Paper, Forest & Jute Products

Satia Industries Q4 FY25 earnings call: Revenue & Margins

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

Price₹63

Market cap₹578 Cr

Updated4 Sept 2026

Read4 min read

What the Q4 FY25 call signalled

3 of 5 strong

RevenueSlow growth

MarginMargins steady

CapexCapex planned

FundraiseFundraise planned

Order bookOrder book rising

The short version

FY26 expected volume reduction by 10%-15% (~25,000-30,000 tons) due to PM3 shutdown for six months (July-Dec) for capacity expansion. FY26 volumes expected to decrease by 10%-15% due to a planned 6-month shutdown of PM3, impacting revenue by approximately Rs 400-500 crore.

From Satia Industries Ltd's Q4 FY25 earnings-call transcript · updated 4 Sept 2026.

Revenue & Sales Performance

Slow growth

FY26 expected volume reduction by 10%-15% (~25,000-30,000 tons) due to PM3 shutdown for six months (July-Dec) for capacity expansion.
Post-renovation, production capacity to increase approximately 10%-15%, targeting 240,000 to 260,000 tons from current 215,000 tons.
PM3 expansion (CAPEX ~ Rs 225 crores) will increase machine speed by ~50%, adding about 20,000 tons annually.
Focus on producing higher-margin specialty papers such as copier paper, SS Maplitho, chromo paper, and artboard paper post-expansion.
Aim to increase high-end ultra print and super printing paper share to 50% over next 1-2 years (currently 30%-40%).

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Profitability & Margins

FY26 volumes expected to decrease by 10%-15% due to a planned 6-month shutdown of PM3, impacting revenue by approximately Rs 400-500 crore.
Post-renovation, PM3 capacity will increase by 10%-15% (20,000-25,000 tons), with total capacity reaching about 2,40,000 to 2,60,000 tons.
Earnings and margins are expected to be pressured in FY26; net profit margins forecasted around 8%-10%, with a marginal EPS decline of 8%-10%.
With PM4 operating and market conditions stable, net profit margins can be sustained at 8%-10%.
PM3 modernization (Rs 225 crore CAPEX) aims to produce higher margin products, potentially reducing payback period to 3-4 years.

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Capital Expenditure Plans

Capex planned

PM3 Capacity Expansion:
Planned shutdown of PM3 machine for about 6 months starting July.
CAPEX of approximately Rs. 225 crores for upgrading PM3.
Machine width to increase by ~10%; speed to increase from 650 to 900-950 meters per minute.
Expected additional production of 20,000 to 25,000 tons per annum (~10%-15% increase).
Part of CAPEX (~Rs. 100 crores) already spent; remaining financed through a sanctioned Rs. 150 crore term loan.
Post-upgrade, PM3 will produce higher-margin specialty paper like copier and high-quality SS Maplitho paper; possibility to diversify into chromo and artboard paper.
Expected payback period of 3-4 years at current margins.
New Chemical Recovery Boiler:
Planned commissioning in FY28 with full benefits in FY29.

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Fundraising & Capital Structure

The company is undertaking a CAPEX of Rs. 225 crores for PM3 expansion.
They have already been sanctioned a term loan of Rs. 150 crores for the PM3 project.
Out of the sanctioned loan, Rs. 53 crores have already been availed; the remainder will fund the ongoing CAPEX.
There is no plan to raise funds through equity, QIP, or share sales.

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Order Book & Pipeline

Order book rising

Despite challenging market conditions, Satia Industries currently holds a healthy order book of over one month.
There has been robust demand from various regions including Bangladesh (over 10,000 tons in two months) and Nepal (about 3,000 tons in two months).
Demand is driven largely by government purchases (50%-60% of the market), influenced by new education policies and rising literacy rates.
The company currently faces a situation where demand exceeds supply, with a capacity utilization of over 90%.

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Satia Industries Ltd — Quarterly revenue & net profit

Revenue Net profit Net loss

Dec 2024Q3 FY25

Mar 2025Q4 FY25

Jun 2025Q1 FY26

Sep 2025Q2 FY26

Dec 2025Q3 FY26

Mar 2026Q4 FY26

Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹390 Cr, net profit ₹6 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What Satia Industries's management said in earlier quarters

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Frequently Asked Questions

What were Satia Industries Ltd Q4 FY25 results?

FY26 expected volume reduction by 10%-15% (~25,000-30,000 tons) due to PM3 shutdown for six months (July-Dec) for capacity expansion. FY26 volumes expected to decrease by 10%-15% due to a planned 6-month shutdown of PM3, impacting revenue by approximately Rs 400-500 crore.

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 ₹578 Cr. Investors should review the full earnings analysis for detailed insights.

Is Satia Industries Ltd planning capital expenditure?

PM3 Capacity Expansion: - Planned shutdown of PM3 machine for about 6 months starting July. - CAPEX of approximately Rs.

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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.