Himatsingka Seide Ltd (NSE:HIMATSEIDE)

Q2 2026 Himatsingka Seide Ltd Earnings Call Transcript

Nov 13, 2025 / 10:30 AM GMT

Release Date Price: ₹122.43 (-0.45%)

Transcript

Key Points

Positve

Himatsingka Seide Ltd (BOM:514043) maintained stable order book and shipment offtake despite tariff challenges.
The company reported a significant increase in other income, primarily driven by foreign exchange gains due to INR depreciation against the USD.
Capacity utilization in the spinning division was high at 99%, indicating efficient use of resources.
The company is focusing on expanding revenue streams from non-US jurisdictions, aiming to reduce US revenue dependency to below 50%.
Himatsingka Seide Ltd (BOM:514043) continues to see consistent year-on-year growth in its India business, reinforcing its domestic market strength.

Negative

Consolidated revenue from operations declined by 9.3% due to tariff impacts, particularly affecting US market revenue streams.
The company's EBITDA margin was diluted by approximately 400 basis points due to tariff-related challenges.
Net debt remained high at 2,436 crores, although slightly reduced from the previous year.
The tariff overhang continues to impact the company's ability to enhance capacity utilization.
US market exposure remains significant, with core US revenues hovering between 60% and 65%, posing a risk amid ongoing tariff issues.

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

HMSD.NS - Himatsingka Seide Ltd
Q2 2026 Himatsingka Seide Ltd Earnings Call
Nov 13, 2025 / 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 Himatsina Say Limited Q2 FY26 earnings conference call.

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, then 0 on your touchstone phone.

Please note that this conference is being recorded.

I now hand the conference over to Ms. Priya Junjanwala from Ilara Securities.

Thank you and over to you.

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Unidentified_2 [2]
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