GHCL Textiles Ltd (BOM:543918)

Q1 2027 GHCL Textiles Ltd Earnings Call Transcript

Jul 30, 2026 / 10:30 AM GMT

Release Date Price: ₹114.21 (-4.67%)

Transcript

Key Points

Positve

Revenue grew 52% year-on-year to Rs. 410 crores, with EBITDA at Rs. 70 crores and PAT at Rs. 39 crores, reflecting robust operational performance.
The company is successfully executing its forward integration strategy, with fabric sales increasing to 16% of total sales from 9% in the same quarter last year.
Management maintains a strong demand outlook, citing structural tailwinds from the India-UK FTA, upcoming India-EU agreement, and consistent 6-8% growth in the domestic market.
The company has secured low-cost cotton inventory covering its needs until November-December, providing a competitive advantage and supporting better spreads.
The first 15 knitting machines are fully operational with good quality acceptance, and the remaining 25 machines are on track for commissioning by Q3 FY27, supporting future growth.

Negative

The ongoing US-Iran conflict is causing raw material price volatility and delays in order placement at elevated price levels, creating an uncertain operating environment.
The benefit from low-cost cotton inventory is expected to wane as it is consumed, and future spreads may be impacted if higher cotton prices are not fully absorbed by the market.
The 11-megawatt ground solar project has been delayed due to recent MNRE policy changes, pushing its commissioning date to December and deferring expected savings.
The company's normalized EBITDA margin is expected to settle at 14-15% for the year, down from the 17% reported in Q1, which included one-time inventory gains.
The PM Mitra Park project is subject to external timelines, with government infrastructure not expected to be complete until December 2027, meaning the company's own commissioning is likely only in CY28.

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

GHCT.NS - GHCL Textiles Ltd
Q1 2027 GHCL Textiles Ltd Earnings Call
Jul 30, 2026 / 10:30AM 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 GHCL Textiles Limited Q1 FY27 Earnings Conference Call hosted by Go India Advisors Pride LLP.

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 conference.

Should you need assistance during the conference call, please signal an operator by pressing start and zero on your touch tone phone.

Please note that this conference has been recorded. I now hand the conference over to Ms. Mehal Goggia from Go India Advisors.

Thank you and over to you ma'am.

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Unidentified_2

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