Himatsingka Seide Ltd (NSE:HIMATSEIDE)
₹ 82.62 -1.9 (-2.25%) Market Cap: 10.39 Bil Enterprise Value: 29.99 Bil PE Ratio: 17.15 PB Ratio: 0.49 GF Score: 66/100

Q4 2025 Himatsingka Seide Ltd Earnings Call Transcript

May 30, 2025 / 06:30 AM GMT
Release Date Price: ₹150.64 (-3.60%)

Key Points

Positve
  • Himatsingka Seide Ltd (BOM:514043) has achieved a high capacity utilization rate of 99% in its spinning division.
  • The company is optimistic about growth prospects in the Indian market, with plans to expand its brand presence across various price points.
  • The recently signed FTA between India and the UK presents potential growth opportunities for the company.
  • Himatsingka Seide Ltd (BOM:514043) is on track to achieve its sustainability goals, aiming for 100% renewable energy by 2030.
  • The company has successfully reduced its consolidated net debt from 2,634 crores to 2,425 crores, indicating progress in deleveraging efforts.
Negative
  • The company's total income decreased by approximately 3% due to recalibration initiatives in its brand portfolios.
  • Himatsingka Seide Ltd (BOM:514043) is facing short-term revenue and margin impacts due to recent tariffs imposed by the United States.
  • The recalibration of brand portfolios is still ongoing, with an estimated 150 crores of annual impact yet to be addressed.
  • Working capital days remain high, exceeding 200 days, which affects the company's financial flexibility.
  • Interest costs have risen despite a reduction in long-term borrowings, due to other charges affecting the financial line.


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

HMSD.NS - Himatsingka Seide Ltd
Q4 2025 Himatsingka Seide Ltd Earnings Call
May 30, 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 Hema Limited Q4 F 525 investor call hosted by Ilara Securities Private Limited. As a reminder, all participant lines 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 this conference call, please signal an operator by pressing then 0 on your touchtone phone. Please note that this conference is being recorded.

I now hand the conference over to M. Rena Junjawala from Elara Securities Private Limited.

Thank you and over to you, ma'am.

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Unidentified_2 [2]
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