SANATHANNSE27 May 2025

Sanathan Textiles Limited has informed the Exchange about Investor Presentation

Sanathan Textiles Limited

Date: May 27, 2025

To, National Stock Exchange of India Limited Exchange Plaza, Plot No. C/1, G Block, Bandra-Kurla Complex, Bandra (East), Mumbai-400051.

BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai-400001

Trading Symbol: SANATHAN Scrip Code: 544314

Ref. No: - 2025-2026/May25/044

Dear Sirs/Madam,

Sub: Disclosure under Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015.

We hereby enclosed, pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, the Investor Presentation on the Audited Standalone and Consolidated Financial Results for the quarter and financial year ended March 31, 2025. During the meet, no Unpublished Price Sensitive Information (UPSI) in intended to be discussed.

The Investor Presentation has also been hosted on the website of the Company viz. www.sanathan.com

We request you to take the same on your record.

Thanking You, Yours faithfully, For Sanathan Textiles Limited

Jude Patrick Dsouza Company Secretary and Compliance Officer

Encl: As above.

Result Update Presentation Q4 & FY25

Disclaimer

This presentation has been prepared by Sanathan Textiles Limited, solely to provide information about the Company to its stakeholders. No representation or warranty, express or implied is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of such information or opinions contained herein. None of the Company nor any of its respective affiliates, advisers or representatives, shall have any liability whatsoever (in negligence or otherwise) for any loss howsoever arising from any use of this presentation or its contents or otherwise arising in connection with this presentation.

The information contained in this presentation is only current as of its date. The Company may alter, modify or otherwise change in any manner the content of this presentation, without obligation to notify any person of such revision or changes. Certain statements made in this presentation may not be based on historical information or facts and may be "forward-looking statements", including those relating to the Company’s general business plans and strategy, its future financial condition and growth prospects, and future developments in its industry and its competitive and regulatory environment. Actual results may differ materially from these forward-looking statements due to number of factors, including future changes or developments in the Company’s business, its competitive environment, information technology and political, economic, legal and social conditions in India.

Please note that this presentation is based on the publicly available information including but not limited to Company’s website and Annual Reports.

This communication is for general information purposes only, without regard to specific objectives, financial situations and needs of any particular person. Please note that investments in securities are subject to risks including loss of principal amount.

This presentation does not constitute an offer or invitation to purchase or subscribe for any shares in the company and neither any part of it shall form the basis of or be relied upon in connection with any contract or commitment whatsoever.

*All images shown are real from our operations

T YManagement N Commentary R E A M T N E E G M A N M A O M C

Paresh Dattani Chairman & Managing Director

FY25 was a transformative year, marked by strong demand across markets, deeper customer relationships, and improved margins along with full capacity utilization. Our focus on innovation, customer-centricity, and operational efficiency drove strong performance, EBITDA growing ~16% YoY.

A major milestone was the successful completion of our IPO where we raised INR 400 crores from leading investors. Additionally, the India-UK FTA—eliminating import duties on Indian textile and apparel exports—is expected to boost demand.

Looking ahead, we plan to scale capacities across all three yarn segments. Our upcoming Punjab plant, operational by Q1FY26, will increase polyester filament capacity from 550 to 1,500 TPD, taking total capacity to 5.50 lakh MTPA by FY28 in a phased manner.

Key Financial Highlights – Q4 FY25

Revenue ₹ 732cr -1% QoQ

EBITDA ₹ 68cr

+16% QoQ

PAT ₹ 44cr +28% QoQ

Click Here for Results

Particulars (INR Cr)

Revenue from Operations

Total Expense

EBITDA (excl. Other Income)

Q4 FY25

732

-665

68

Q3 FY25

743

-685

58

Q-o-Q

-1%

-3%

16%

Q4 FY24

756

-677

79

Y-o-Y

-3%

-2%

-15%

EBITDA Margin (%)

9.2%

7.9% 130 bps

10.5% (130 bps)

Other Income

Depreciation

Finance cost

PBT

Tax

PAT

PAT Margin (%)

Basic EPS (INR)

4

-12

-2

57

-14

44

5

-12

-5

47

-13

34

-31%

-1%

-53%

22%

6%

28%

10

-11

-5

72

-20

52

-61%

5%

-53%

-21%

-32%

-16%

6.0%

4.6% 140 bps

6.9% (90 bps)

5.2

4.7

11%

7.3

-29%

Key Financial Highlights – FY25

Revenue ₹ 2,999cr +1%

EBITDA ₹ 263cr +16%

PAT ₹ 160cr +20%

Click Here for Results

Particulars (INR Cr)

Revenue from Operations

Total Expense

EBITDA (excl. Other Income)

EBITDA Margin (%)

Other Income

Depreciation

Finance cost

PBT

Tax

PAT

PAT Margin (%)

Basic EPS (INR)

FY25

2,999

-2,736

263

8.8%

17

-46

-18

216

-56

160

5.4%

21.6

FY24

2,958

-2,731

227

7.7%

22

-44

-23

181

-48

134

4.5%

18.6

Y-o-Y

1%

0%

16%

110 bps

-22%

3%

-22%

19%

18%

20%

80 bps

15%

Financial Performance – Q4FY25

Production & Sales (Lakh MTPA)

Revenue (INR Cr)

0.58

0.61

0.61

0.57

0.58

0.59

0.57

0.60

0.60

0.56

756

781

742

743

732

Q4 FY24

Q1 FY25

Q2 FY25

Q3 FY25

Q4 FY25

Q4 FY24

Q1 FY25

Q2 FY25

Q3 FY25

Q4 FY25

Production

Sales

EBITDA (INR Cr)

79

76

58

58

68

10.5%

9.8%

9.2%

7.9%

7.8%

80

70

60

50

40

30

20

10

0

60

50

40

30

20

10

0

30.00%

25.00%

20.00%

15.00%

10.00%

5.00%

0.00%

PAT (INR Cr) 52

50

44

33

34

6.9%

6.4%

4.6%

6.0%

4.4%

30.00%

25.00%

20.00%

15.00%

10.00%

5.00%

0.00%

Q4 FY24

Q1 FY25

Q2 FY25

Q3 FY25

Q4 FY25

Q4 FY24

Q1 FY25

Q2 FY25

Q3 FY25

Q4 FY25

EBITDA

EBITDA margin

PAT

PAT margin

Consolidated Numbers | Sales includes scrap sales and short fibre sales, whiles production considers only finished goods

Revenue from Operations for the quarter stood at INR 732 crores as against INR 743 crores in Q3 FY25 and INR 756 crore in Q4 FY24 due to a slight decline in selling prices lower raw (on account of material prices)

EBITDA for the quarter stood at INR 68 crores as against INR 58 crores in Q3 FY25, driven by an improvement in margins

PAT for the quarter stood at INR 44 crores against INR 34 crores in Q3 FY25

Financial Performance – FY25

Production & Sales (Lakh MTPA)

2.33

2.33

2.28

2.36

2.28

2.41

Revenue (INR Cr)

3,329

2,958

2,999

FY23

FY24

FY25

FY23

FY24

FY25

Production

Sales

EBITDA (INR Cr)

260

227

7.8%

7.7%

263

8.8%

FY23

FY24

FY25

EBITDA

EBITDA margin

290

240

190

140

90

40

-10

30.00%

25.00%

20.00%

15.00%

10.00%

5.00%

0.00%

190

170

150

130

110

90

70

50

30

10

-10

PAT (INR Cr)

153

4.6%

FY23

134

4.5%

FY24

PAT

PAT margin

160

5.4%

FY25

30.00%

25.00%

20.00%

15.00%

10.00%

5.00%

0.00%

Consolidated Numbers | Sales includes scrap sales and short fibre sales, whiles production considers only finished goods

from Operations Revenue stood at INR 2,999 crore in FY25 as against INR 2,958 in FY24, driven by Crores slightly higher volumes

EBITDA for the FY25 stood at INR 263 crore as against INR 227 crores FY24, on account of better margins

FY25 PAT stood at INR 160 crores against PAT of INR 134 crores in FY24 led by better operating performance

BUSINESS

Overview

Among India’s Leading Yarn Manufacturers catering to a Wide Spectrum of Applications

Among few India yarn manufacturers specializing in three yarn verticals:

(i) Polyester Filament Yarn, (ii) Cotton Yarn, and (iii) Yarns for Technical Textiles

Promoters have 140+ Years of cumulative experience in Textile industry

223,750 MTPA Installed Capacity at Silvassa:

(i) Polyester (200,750 MTPA), (ii) Cotton (14,000 MTPA), (iii) Technical Textiles (9,000 MTPA)

In-house Product Innovation and Development Team providing reliable yarn solutions, offering diverse & Value-Added Products catering to wide array of industries

Strong customer relationships with 7,000 customers pan India & across 27 international locations; 92% Customer Retention Rate

50,000 SKUs, 3,200 Yarn products, and 700 Distributors across the Globe

Human Capital: Offering employment to 3,000+

ESG: Zero Liquid Discharge Manufacturing Facilities with Rooftop Solar

Installed Polyester yarn Capacity to increase to 547,500 MTPA with New Punjab Facility with manufacturing capacity of 3,46,750 MTPA (Phase 1: 255,500 MTPA and Phase 2: 91,250 MTPA)

*All images shown are real from our operations

Experienced Board of Directors

Paresh Dattani Chairman & Managing Director • More than 2 decades of experience • Responsible for supervision of overall performance of our Company

Ajay Dattani Joint Managing Director • More than 2 decades of experience • Responsible for managing the finance, operations, and cotton business

Debabrata Sarkar Independent Director • Over 4 decades of experience in Banking and Financial Services • Was an Executive Director of Allahabad Bank in 2009 and was appointed

as Chairman and Managing Director of the Union Bank of India

Khurshed Thanawalla Independent Director • Over 4 decades of experience across the entire textile industry spectrum • He retired as Country Representative- India for Oerlikon Group in 2016, and as a chairman of Oerlikon Textile India Private Limited till 2021

Anil Dattani Executive Director • More than 2 decades of experience • Responsible for overseeing various functions of our Company inter alia

corporate social responsibility and general administration

Vinay Aggarwal Independent Director • Over 4 decades of experience • Previously associated with TCS and served as a director of finance for Tata Burroughs Limited, an Indian entity of Burroughs Corporation

Sammir Dattani Executive Director • More than 15 years of experience • Responsible for the FDY business, raw material procurement, corporate

strategy branding and digital transformation

Rupal Vora Independent Director • Over 3 decades of experience • Member of Bar Council of Maharashtra and Goa bar association and a

member of the Institute of Directors since 2020

Senior Leadership Team

Varun Dattani

Executive President- Export & Yarns for Technical Textiles

• More than 10 years of experience

Mikesh Dattani Executive President- Production Planning

• More than 10 years of experience

Beena Dattani

Executive President- Social Welfare

• More than 15 years of experience

Senior Leadership Team (contd…)

Name

Designation

Years of Experience

Years at Sanathan

Past Organization

Kaushik Mody

Executive President – Operations & Administrations

Nachimuthu Senthilvel

Site President- Silvassa

Gulvinder Singh Aulakh

Site President- Punjab

PM Moorthy

President- Cotton Division

Sanjay Shah

Chief Financial Officer

Raj Kapadia

Chief Operating Officer

Jayant Bahety

President- Tax

Anand Vakharia

Chief Human Resources Officer

Deepak Prasad

Chief Safety & Security Officer

Jude D’souza

Company Secretary & Compliance Officer

39

39

34

32

23

19

20

26

14

9

4

20

4

18

2

19

20

3

4

4

Homegrown talent

Homegrown talent

Business Verticals

Polyester yarn

Cotton yarn

Technical Textiles

Fully Integrated manufacturing setup from continuous polymerization to draw texturizing

State of the art facility at Silvassa with 130,000 Spindles, focusing on Finer Count Compact Yarns:

Overview

• Partially oriented yarn • Draw-textured yarn • Air-textured yarn • Fully drawn yarn

• Twisted yarn • Recycled yarn • Blended yarn

• Cotton carded yarn • Cotton combed compact yarn

Yarns for Technical Textiles offering high durability, dimensional stability & tenacity • • High Tenacity Yarns (GHT) • •

Super Low Shrinkage (HTSLS) Low Elongation (HTLE)

Low Shrinkage Yarns (HTLS)

Primary Raw Material

• PTA (Purified Terephthalic Acid) • MEG (Mono Ethylene Glycol)

• Raw cotton

Capacity & Revenue

• 200,750 MTPA capacity •

Installed Capacity to increase to 547,500 MTPA with New Punjab Facility

• Revenue Contribution: 77%

• 14,000 MTPA capacity • Revenue Contribution: 19%

End Use

• Apparel •

Sports and athleisure

Travel & Leisure

Logistics & mobility

• • Medical purposes • Home Textiles • Automobile

• Apparel • Suiting

Shirting

• • Home Textiles • Innerwear

• High intrinsic viscosity (IV) PET

chips

• 9,000 MTPA capacity •

SSP Facility for producing high viscosity IV raw materials (chips) • Revenue Contribution: 4%

• Geogrid Fabrics, • Ropes, nets and safety sling • Bullet-proof and Fireproof jackets • High altitude combat gear • Applications across – agriculture, roads,

sportswear

Diversified product portfolio enables to scale new markets and offer more to current customers

One Yarn, Many Things

Apparel & Garments

Home Textiles

Active & Innerwear

Sports & Athleisure

Logistics & Mobility

Travel & Leisure

Technical Textiles

Our Value-Added Offerings

Cationic Dyeable

Born Dyed

Stretch

Specialty Yarn

Cotton Yarn

Recycled Yarn

Cationic Dyeable Polyester (CDP) is a specialised polyester yarn that absorbs deeper colour, at the molecular level using cationic dyes

Born dyed yarns, eliminate the need for dyeing at the processing stage thereby improving downstream productivity, and reducing water consumption

Ground-breaking self-stretch polyester filament yarn that offers four-way stretchability and dimensional stability without using spandex

Moisture-absorbent polyester yarn, produced using dope-dyed technology with applications in outerwear, rainwear, uniforms etc.

Puro Cotton Yarns range is used for apparel, suiting, shirting, bedsheets, home textiles, and more

Manufacture products from recycled PET chips

Strong Marquee Relationships

Manufacturing Facilities – Silvassa

Fully integrated manufacturing set up, strategically located at Silvassa, with all three segments at one location spread across 50 Acres of free hold land

Technologically advanced process configurations

Automated doffing, transport, packaging, and warehousing, reduces labor dependency, boosting efficiency. Data-driven decisions ensure timely production management for optimizing output

Designed to handle 50,000 SKU’s; 3,200 Yarn products

Facility is ISO 9001:2015, ISO 14001 and ISO 45001 certified and is also Standard 100 certified by OEKO-TEX

Production Efficiency at 96%

ESG: Installed Solar Power and ensuring Zero Liquid Discharge

*Actual photos of our Silvassa facility

The Way

Ahead

New Manufacturing Facilities - Punjab

80 acres of freehold land in Wazirabad, Punjab

Fully integrated polyester filament yarn facility, first of its kind in North India

Located close to key domestic markets in North India • 1 Mn MTPA pre-existing polyester yarn market • Decade long relationships with customers in

Northern market

Higher degree of automation across production, packing and storage process

Strategically located close to key customer markets

More than doubling Polyester capacity

Reduction in transportation and allied costs

Enhanced value addition through new product development

Key Markets

Manufacturing Facilities

Opex Advantage : • Low Power Cost / Unit • Shorter delivery times • Positive impact on customer satisfaction • Re-usable pallet packing

Generate more employment – 2500+

Usage of Solid Fuel (Agri Waste) – for Heating

Details of Punjab Manufacturing facility

Phase

Phase 1

Phase 2

Total

Product

Polyester Yarn

Capacity per day (in tonnes)

Capacity per annum (MTPA)

700

250

950

255,500

91,250

346,750

Punjab Facility

Commercial production to start by end of Q1 FY26

Total Capacity (Polyester Yarn)

5,47,500

4,56,250

2,00,750

Current at Silvassa

Phase 1 at Punjab

Phase 2 at Punjab

*All images shown are real from our operations

Thank you

For further information, please contact

Sanathan Textiles Ltd.

AdfactorsPR Pvt. Ltd.

Mr. Jude D’souza Investor@sanathan.com

www.sanathan.com

Mr. Bhavya Aggarwal bhavya.aggarwal@adfactorspr.com

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