S.P. Apparels Ltd (BOM:540048)

Q3 2025 S.P.Apparels Ltd Earnings Call Transcript

Feb 10, 2025 / 06:30 AM GMT

Release Date Price: ₹852.2 (+2.50%)

Transcript

Key Points

Positve

S.P. Apparels Ltd (BOM:540048) has successfully operationalized its new project and added a new customer from the US, indicating growth in its customer base.
The company is experiencing strong traction in its Sri Lankan operations, with significant potential for growth due to geopolitical shifts.
The garment division's capacity utilization increased to 85% in Q3 FY25 from 78% in Q3 FY24, reflecting improved operational efficiency.
S.P. Apparels Ltd (BOM:540048) reported a consolidated revenue growth of 40.9% year-on-year for the current quarter.
The company is planning to expand its capacity in Tamil Nadu by acquiring operational factories, which could further boost production capabilities.

Negative

The retail division reported negative EBITDA margins, indicating challenges in achieving profitability in this segment.
The company faces challenges with the integration of newly acquired entities, which may impact short-term operational efficiency.
There is a noted decline in average selling prices (ASPs) over the past eight quarters, affecting the top-line performance.
The spinning division has been impacted by volatility in cotton prices, although recent trends have been favorable.
S.P. Apparels Ltd (BOM:540048) has a significant amount of outstanding receivables from the Future Group, which could impact cash flow.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SPAP.NS - S.P.Apparels Ltd
Q3 2025 S.P.Apparels Ltd Earnings Call
Feb 10, 2025 / 06:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Q3 F 525 earnings conference call of SP Apparels Limited.

As a reminder, all participant lines will be in the listen-only mode, and there'll be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance with a conference call, please signal an operator by pressing and then 0 on your touchtone phone.

Please note that this conference is being recorded.

I now hand the conference over to Ms. Prea Jinjanwala from Elara Capital.

Thank you and over to you.

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Unidentified_2 [2]
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