Vardhman Textiles Ltd (NSE:VTL)

Q2 2026 Vardhman Textiles Ltd Earnings Call Transcript

Oct 23, 2025 / 10:30 AM GMT

Release Date Price: ₹437.4 (+7.14%)

Transcript

Key Points

Positve

Vardhman Textiles Ltd (BOM:502986) reported stable sales in Q2, maintaining a level close to the previous year despite global headwinds.
The company achieved a robust EBITDA margin of 15.5%, showcasing resilience in profitability.
Strategic focus on high-value segments such as melange, cellulosic, compact, sustainable, and performance yarns helped protect margins.
The company is progressing well with its expansion roadmap, including the erection of a new performance fabric plant and line expansion in Madhya Pradesh.
Vardhman Textiles Ltd (BOM:502986) maintained high capacity utilization rates of 90% to 95% in its spinning operations, indicating strong operational efficiency.

Negative

The company faces significant challenges due to high domestic cotton prices, which are higher than global levels.
US tariffs have led to order postponements and diversions, impacting the company's export business.
There is a cost disadvantage for Indian mills due to higher cotton prices compared to international competitors.
The company anticipates some impact in Q3 and Q4, which are historically export-heavy months, due to market disruptions.
The yarn prices have declined by 2 to 3% recently, reflecting surplus spinning capacity and compressing margins across the sector.

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

VART.NS - Vardhman Textiles Ltd
Q2 2026 Vardhman Textiles Ltd Earnings Call
Oct 23, 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 Vardhaman Textiles Limited Q2 F 526 earnings conference call hosted by Baliwala and Karani Securities India Private Limited.

As a reminder, all participant lines will remain 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 the operator by pressing, then 0 on the touchstone telephone.

Please note that this conference is being recorded.

I will now have the conference over to Ms. Radna Chan from Bhatiwala and Kaani Securities India Private Limited for opening remarks.

Thank you and over to you.

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