Q3 2025 Vardhman Textiles Ltd Earnings Call Transcript
Key Points
- Vardhman Textiles Ltd (BOM:502986) reported better performance compared to the corresponding quarter of the previous year.
- The fabric business is performing well, with full capacity utilization and plans for expansion.
- The company has announced significant capital expenditure for modernization and sustainability, which is on track.
- Vardhman Textiles Ltd (BOM:502986) is focusing on modernization and green energy, which is expected to improve margins by 2-3% by FY27.
- The company is exploring opportunities in synthetic fabric production, targeting both domestic and export markets.
- The spinning business is struggling due to higher raw material costs compared to international prices.
- Margins have not improved significantly due to stable raw material costs and declining yarn prices.
- The Indian textile industry faces challenges with higher raw material costs due to import duties and minimum support prices.
- There is a concern about the lack of expansion in the spinning sector due to unfavorable market conditions.
- The company's margins are currently lower than pre-COVID levels, with no immediate improvement expected unless raw material costs align with international prices.
Ladies and gentlemen, good day, and welcome to the Vardhman Textiles Limited Q3 FY25 post results earnings conference call hosted by Batlivala & Karani Securities India Private Limited. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Roshan Nair from Batlivala & Karani Securities India Private Limited. Thank you, and over to you, sir.
Thank you. Good evening, everyone, and welcome to Q3 FY25 earnings conference call of Vardhman Textiles Limited. On behalf of B&K Securities, I welcome all participants and management of Vardhman Textiles to the call.
We have with us today, Mr. Neeraj Jain, our Joint Managing Director; Ms. Sagrika Jain, Executive Director; Mr. Sushil Jhamb, Director-Raw Materials; Mr. Rajeev Thapar, CFO; Mr. Mukesh Bansal, Head-Fabric Marketing; and Mr. Varun Malhotra, Head of Finance.
Without further ado, I would like to hand over the floor to Mr. Neeraj
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
