GHCL Textiles Ltd (BOM:543918)

Q2 2026 GHCL Textiles Ltd Earnings Call Transcript

Nov 2, 2025 / 05:00 AM GMT

Release Date Price: ₹79.62 (+3.46%)

Transcript

Key Points

Positve

GHCL Textiles Ltd (BOM:543918) reported a revenue growth of 11% year-on-year, reaching INR 339 crores, driven by the highest ever quarterly yarn production volume.
The company's EBITDA grew by 31% year-on-year to INR 38 crores, showcasing strong operational discipline and successful expansion strategies.
The newly commissioned 25,000 spindle unit is operating as expected and significantly contributing to volume growth, with full ramp-up expected by Q3 FY26.
GHCL Textiles Ltd is advancing its vertical integration roadmap, with the expansion of knitting machines underway, aiming to increase the share of revenue from fabric to over 11%.
The company is committed to sustainability, with 62 megawatts of green energy capacity meeting over 70% of its needs, and plans to invest in an additional 30 megawatts to enhance its sustainable footprint.

Negative

Domestic cotton prices remain volatile, with global market uncertainties affecting demand and pricing.
The demand for yarn continues to be muted, with uncertainties around US tariffs and a drop in other export markets limiting customer offtake to urgent short-term needs.
The knitted yarn segment faces challenges, and the company is reliant on a favorable outcome of the US-India trade agreement for demand revival.
Despite the easing of cotton prices, they remain higher than the global average, impacting cost competitiveness.
The company's margins are under pressure due to spread pressures and the ongoing tariff uncertainties, with a cautious outlook on achieving the targeted EBITDA margin of 15-18%.

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

GHCT.NS - GHCL Textiles Ltd
Q2 2026 GHCL Textiles Ltd Earnings Call
Nov 03, 2025 / 05:00AM 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 GHCL techile Q2 and H1 FY26 earning conference call hosted by Go India Advisors LLP. As a reminder, all participant clients will be in the less 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, then 0 on attached to phone. Please note that this conference is being recorded. I now have the conference over to Miss Garima Singla from Go India Advisor.

Thank you and over to you, ma'am.

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Unidentified_2 [2]
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