S.P. Apparels Ltd (BOM:540048)

Q4 2025 S.P.Apparels Ltd Earnings Call Transcript

May 29, 2025 / 06:30 AM GMT

Release Date Price: ₹858.9 (-1.05%)

Transcript

Key Points

Positve

The UK-India Free Trade Agreement provides a 10% duty advantage over China, enhancing India's appeal as a sourcing destination.
S.P. Apparels Ltd (BOM:540048) achieved a significant year with the first full year of consolidation following the acquisition of in-brand panels.
The company reached a utilization rate of 85% in FY25, up from 76% in FY24.
Expansion plans include adding 2,000 machines in Sri Lanka and 1,000 machines in India, aiming for significant growth in capacity.
The company reported a consolidated revenue growth of 35.9% year-on-year for the quarter.

Negative

The retail division reported continuous losses due to unfunded cash losses.
There was a temporary decrease in revenue due to customers holding excessive inventory.
The company faces challenges in expanding to a two-shift operation due to workforce constraints.
The working capital has increased significantly due to acquisitions, impacting liquidity.
The company anticipates potential impacts from tariffs, which could affect margins in the near term.

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

SPAP.NS - S.P.Apparels Ltd
Q4 2025 S.P.Apparels Ltd Earnings Call
May 29, 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 SP Apparels Limited 4 F 525 results and business update hosted by LRS Securities Private Limited. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing 0 on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Ms. Brennwala.

Thank you and over to you, ma'am.

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Unidentified_2 [2]
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