Shanti Spintex
Shanti Spintex Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
What the Q2 FY26 call signalled
2 of 3 strong
The short version
Revenue growth is expected around 7-8% annually, supported by existing operations and integration benefits. Targeting PAT of around ₹14 crores in FY26, up from previous levels.
From Shanti Spintex's Q2 FY26 earnings-call transcript · updated 26 Aug 2026.
Revenue & Sales Performance
- Revenue growth is expected around 7-8% annually, supported by existing operations and integration benefits.
- Consolidated revenue run rate of approximately ₹350+ crores is expected to be maintained in H2 FY26.
- Capacity utilization is at about 90%, limiting volume growth until backward integration is completed.
- Volume growth is moderate, with some increase driven by business acquired through Teesta Spintex.
- Backward integration (dyeing unit) planned to be commercialized by December 2026/January 2027, expected to enhance competitiveness and margins rather than significantly increase volumes.
2 more points from Shanti Spintex's call on revenue
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Profitability & Margins
See what Shanti Spintex said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Planned capital expenditure of around ₹55 crores for backward integration by setting up a dyeing unit, expected to be commercialized by December 2026 or January 2027.
- Post dyeing expansion, a further green energy capex of ₹8-9 crores is planned, targeted around Q1 FY27.
- The green energy investment aims to increase renewable energy usage from 65% to 90%, increasing savings from ₹2.65-2.7 crores to around ₹4.5-4.65 crores.
2 more points from Shanti Spintex's call on capex
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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
See what Shanti Spintex 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 for Shanti Spintex Limited.
- However, the company expressed confidence in maintaining a revenue run rate of around ₹350 crores in H2 FY26, indicating stable demand.
- The management highlighted 89-90% capacity utilization, suggesting strong ongoing order inflow.
- They also mentioned facing some shortages in specific months during festive seasons like Diwali, implying robust demand at peak times.
- The company plans backward integration (dyeing unit) by December 2026/January 2027 to enhance capacity and improve margins, suggesting anticipation of sustained or growing orders.
2 more points from Shanti Spintex's call on order book
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What Shanti Spintex Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Shanti Spintex Q2 FY26 results?
Revenue growth is expected around 7-8% annually, supported by existing operations and integration benefits. Targeting PAT of around ₹14 crores in FY26, up from previous levels.
What is Shanti Spintex share price analysis?
Shanti Spintex currently shows a neutral. The stock trades at a P/E of 6.0 with a market cap of ₹60 Cr. Investors should review the full earnings analysis for detailed insights.
Is Shanti Spintex planning capital expenditure?
Planned capital expenditure of around ₹55 crores for backward integration by setting up a dyeing unit, expected to be commercialized by December 2026 or January 2027.
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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.