Q4 2026 Sai Silks (Kalamandir) Ltd Earnings Call Transcript
Key Points
- Sai Silks (Kalamandir) Ltd (NSE:KALAMANDIR) reported a strong double-digit revenue growth of 13.1% for FY26, reaching INR1,654 crore.
- The company achieved a significant profitability improvement with a PAT growth of nearly 65% year-over-year, reaching INR141 crore.
- Gross margins improved by 30 basis points to 42.07%, reflecting strong operational efficiencies.
- The company expanded its retail footprint by adding 13 new stores and 1 extension store, increasing its total retail space to approximately 785,000 square feet.
- Return on Equity (ROE) and Return on Capital Employed (ROCE) improved significantly, indicating stronger profitability and capital efficiency.
- The company faced a mixed discretionary demand environment and increased competitive intensity in the industry.
- Same-store sales growth was relatively modest at 3%, indicating challenges in driving organic growth.
- There was a slowdown in growth in key markets like Telangana and Andhra Pradesh, with Telangana experiencing a decline in sales.
- The EBITDA margin for Q4 was impacted by increased employee costs and other expenses, resulting in a margin of 14.6%, lower than expected.
- Inventory days remain high, with efforts to optimize inventory turnover still ongoing, which could affect cash flow management.
Ladies and gentlemen, good day, and welcome to the Sai Silks (Kalamandir) Limited earnings call for quarter and year ended March 31, 2026. This conference call may contain forward-looking statements about the company, which are based on the beliefs, opinions and expectations of the company as on the date of this call. These statements are not the guarantees of future performance and involve risks and uncertainties that are difficult to predict. (Operator Instructions) Please note that this conference is being recorded.
Today on the call, we have with us Mr. Bharadwaj Rachamadugu, CEO; and Mr. K.V.L.N. Sarma, CFO. I would now like to hand the conference over to Mr. Bharadwaj Rachamadugu, CEO of the company. Thank you, and over to you, sir.
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Thank you, Iqra. Good morning, everyone, and thank you for joining us today for the quarter four and full year FY25/'26 Earnings Conference Call of Sai Silks (Kalamandir) Limited. On behalf of the
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