Sutlej Textiles and Industries Ltd (BOM:532782)

Q2 2026 Sutlej Textiles and Industries Ltd Earnings Call Transcript

Nov 07, 2025 / 05:30AM GMT

Release Date Price: ₹33.8 (+0.36%)

Transcript

Key Points

Positve

Gross margin improved by 350 basis points year-on-year, reaching 46%.
The Home Textile segment showed a strong turnaround, aided by value-added products and new geographies.
The fiber division maintained healthy performance due to cost control and efficiency gains.
Management is focused on cost optimization, capacity utilization, and enhancing sustainable product offerings.
The company is actively diversifying its customer base and product mix, with encouraging traction in new geographies.

Negative

Standalone income decreased by 6% year-on-year, amounting to INR642 crore.
Spinning capacity utilization dropped to 86% from 91% in the previous year.
The company reported a loss of INR18 crore for the quarter.
Pricing pressure persists due to global competitive intensity and regional trade challenges.
Export markets like Bangladesh faced temporary headwinds from shipping disruptions and tariff uncertainties in the US.

Operator

Ladies and gentlemen, good day, and welcome to the Q2 and H1 FY26 earnings conference call for Sutlej Textiles and Industries Limited.

(Operator Instructions)

Please note that this conference is being recorded.

I now hand the conference over to Mr. Sachin Karwa, Chief Financial Officer. Thank you, and over to you.

Sachin Karwa

Sutlej Textiles and Industries Ltd - Chief Financial Officer

Good morning, everyone, and welcome to the earnings conference call of Sutlej Textiles and Industries Limited for the quarter two and half-year ended September 30, 2025. With me on the call today is our CEO and Whole-Time Director, Ashish Kumar Srivastava along with Mr. Ranjan Chaudhary, Chief Operating Officer; and Stellar IR Advisor, our Investor Relations team.

We have already uploaded the investor presentation, and I hope everyone has had an opportunity to go through the same. Let me start the call by giving you the macro overview, followed by the financial highlights of the quarter.

The textile sector continues to operate

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.