Sanathan Textiles Limited has informed the Exchange about Investor Presentation
Date: November 07, 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/Nov25/082
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 submit, pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, the Investor Presentation on the Unaudited Standalone and Consolidated Financial Results for the quarter and half year ended September 30, 2025. During the meet, no Unpublished Price Sensitive Information (UPSI) is intended to be discussed.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 Q2 & H1 FY26
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
YManagement T N Commentary R E A M T N E E G M A N M A O M C
Paresh Dattani Chairman & Managing Director
Sanathan Textiles delivered a strong operational performance on a standalone basis with an EBITDA growth of 22% and PAT growth of 45% on a YoY basis. The Silvassa plant operated at full capacity, consistently achieving strong operational efficiency, supported by robust business momentum. The continued strength in volumes underscores our robust execution capabilities and ability to optimize performance.
The newly commissioned Punjab facility commenced commercial operations in August 2025. The current quarter included a start-up costs, as is typical of large greenfield projects. The plant is expected to reach optimal capacity over the next quarter, contributing positively to operational efficiency and margins.
We remain confident that the strategic addition of the Punjab facility, combined with the sustained high performance of our Silvassa plant, will further strengthen cost Textiles’ manufacturing competitiveness, and enhance long-term profitability.
Sanathan
improve
base,
In line with our growth roadmap, Sanathan Textiles, through its wholly owned subsidiary Sanathan Polycot, is expanding its cotton yarn capacity, as planned, with a new manufacturing facility in Madhya Pradesh, leveraging the state’s rich cotton textile heritage and favorable ecosystem. Going forward, with disciplined execution and a focus on operational excellence, we are committed to achieving our strategic objectives and creating sustainable value for our shareholders.
Q2 FY26 Financial Performance (Standalone)
Production & Sales (Lakh MTPA)
Revenue (INR Cr)
0.58
0.56
0.57
0.57
0.56
0.57
0.57
0.57
0.60
0.58
743
743
732
750
767
Q2 FY25
Q3 FY25
Q4 FY25
Q1 FY26
Q2 FY26
Q2 FY25
Q3 FY25
Q4 FY25
Q1 FY26
Q2 FY26
Production
Sales
EBITDA (INR Cr)
58
58
68
70
71
7.8%
7.9%
9.3%
9.3%
9.3%
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)
35
34
44
47
51
4.7%
4.6%
6.0%
6.3%
6.6%
30.00%
25.00%
20.00%
15.00%
10.00%
5.00%
0.00%
Q2 FY25
Q3 FY25
Q4 FY25
Q1 FY26
Q2 FY26
Q2 FY25
Q3 FY25
Q4 FY25
Q1 FY26
Q2 FY26
EBITDA
EBITDA margin
PAT
PAT margin
Standalone Numbers | Sales pertains to only Finished Goods.
Revenue from Operations grew by around 3% on a YoY basis, due to production efficiency and higher sales volume.
While EBITDA grew by 22%, PAT grew by 45% on a YoY basis, driven by better gross margins
Q2 FY26 Financial Performance (Consolidated)
Production & Sales (Lakh MTPA)
Revenue (INR Cr)
0.58
0.56
0.57
0.57
0.56
0.57
0.58
0.57
0.68
0.63
742
743
732
745
818
Q2 FY25
Q3 FY25
Q4 FY25
Q1 FY26
Q2 FY26
Q2 FY25
Q3 FY25
Q4 FY25
Q1 FY26
Q2 FY26
Production
Sales
EBITDA (INR Cr)
58
58
68
70
63
7.8%
7.9%
9.3%
7.7%
9.3%
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)
33
34
44
40
4.4%
4.6%
5.4%
6.0%
20
2.5%
30.00%
25.00%
20.00%
15.00%
10.00%
5.00%
0.00%
Q2 FY25
Q3 FY25
Q4 FY25
Q1 FY26
Q2 FY26
Q2 FY25
Q3 FY25
Q4 FY25
Q1 FY26
Q2 FY26
EBITDA
EBITDA margin
PAT
PAT margin
Consolidated Numbers | Sales pertains to only Finished Goods.
Operations from Revenue increased by 10% on a YoY basis, on account of higher sales volume due to commissioning of Punjab facility.
EBITDA increased on a YoY basis around 8.5% on account of better gross margins.
Due to commissioning of the Punjab facility, the Company incurred a start-up cost of approx. INR 11 Crores.
H1 FY26 Financial Performance (Standalone)
Production & Sales (Lakh MTPA)
Revenue (INR Cr)
1.15
1.21
1.17
1.15
1,525
1,517
H1 FY25
H1 FY26
Production
Sales
EBITDA (INR Cr)
160
140
120
100
80
60
40
20
0
137
9.0%
H1 FY25
141
9.3%
H1 FY26
30.00%
25.00%
20.00%
15.00%
10.00%
5.00%
0.00%
100
80
60
40
20
0
EBITDA
EBITDA margin
Consolidated Numbers | Sales pertains to only Finished Goods.
H1 FY25
H1 FY26
PAT (INR Cr)
87
5.7%
98
6.5%
14.00%
12.00%
10.00%
8.00%
6.00%
4.00%
2.00%
0.00%
H1 FY25
H1 FY26
PAT
PAT margin
Revenue from Operations for the half year was INR 1,517 crores vs. INR 1,525 crores in H1 FY25.
EBITDA stood at INR 141 crores as against INR 137 crores in H1 FY25, driven by higher EBITDA margins.
PAT stood at INR 98 crores against INR 87 crores in H1 FY25, on account of higher EBITDA.
H1 FY26 Financial Performance (Consolidated)
Production & Sales (Lakh MTPA)
Revenue (INR Cr)
1.15
1.21
1.26
1.20
1,523
1,563
H1 FY25
H1 FY26
Production
Sales
H1 FY25
H1 FY26
EBITDA (INR Cr)
PAT (INR Cr)
160
140
120
100
80
60
40
20
0
137
9.0%
H1 FY25
30.00%
25.00%
20.00%
15.00%
10.00%
5.00%
0.00%
100
80
60
40
20
0
133
8.5%
H1 FY26
EBITDA
EBITDA margin
Consolidated Numbers | Sales pertains to only Finished Goods.
83
5.4%
H1 FY25
PAT
PAT margin
14.00%
12.00%
10.00%
8.00%
6.00%
4.00%
2.00%
0.00%
61
3.9%
H1 FY26
Revenue from Operations for the half year rose to INR 1,563 crores from INR 1,523 crores in H1 FY25 on account of higher volumes due to commissioning of Punjab plant.
its
capacity
The Company has expanded and increased this quarter, due to which a start-up cost of approx. INR 11 Crores was incurred.
Q2 FY26 Financial Highlights (Standalone)
Particulars (INR Cr)
Q2 FY26
Q1 FY26
Q-o-Q
Q2 FY25
Y-o-Y
Revenue ₹ 767cr +2.3% QoQ
EBITDA ₹ 71cr
+1.6% QoQ
PAT ₹ 51cr +7.3% QoQ
Click Here for Results
Revenue from Operations
767.1
749.9
Total Expense
(695.9)
(679.8)
EBITDA (excl. Other Income)
EBITDA Margin (%)
Other Income
Depreciation
Finance cost
PBT
Tax
PAT
PAT Margin (%)
Basic EPS (INR)
71.2
9.28%
16.3
(12.4)
(8.2)
66.9
(16.3)
50.6
6.60%
6.00
2.3%
2.4%
1.6%
743.4
(685.1)
3.2%
1.6%
58.3
22.2%
70.1
9.34%
(6 bps)
7.84%
146 bps
8.5
(11.6)
(4.8)
62.2
(15.0)
47.2
92.5%
7.1%
73.3%
7.5%
8.3%
7.3%
6.1
166.6%
(11.3)
(5.3)
47.9
(12.8)
35.0
9.8%
56.8%
39.8%
26.6%
44.6%
6.29%
31 bps
4.71%
189 bps
5.59
0.41
4.87
1.13
Q2 FY26 Financial Highlights (Consolidated)
Particulars (INR Cr)
Q2 FY26
Q1 FY26
Q-o-Q
Q2 FY25
Y-o-Y
Revenue ₹ 818cr +9.8% QoQ
EBITDA ₹ 63cr
-9.2% QoQ
PAT ₹ 20cr -50% QoQ
Click Here for Results
Revenue from Operations
818.0
745.3
Total Expense
(754.8)
(675.8)
EBITDA (excl. Other Income)
EBITDA Margin (%)
Other Income
Depreciation
Finance cost
PBT
Tax
PAT
PAT Margin (%)
Basic EPS (INR)
63.2
7.72%
7.0
(18.4)
(18.5)
33.3
(13.2)
20.1
2.46%
2.38
9.8%
11.7%
-9.2%
742.2
(684.0)
58.2
10.2%
10.4%
8.5%
69.6
9.33%
(161 bps)
7.84%
(12 bps)
2.1
233.7%
3.7
(11.7)
57.5%
(11.4)
(4.6)
55.3
(14.9)
40.4
300.0%
-39.9%
-11.8%
-50.2%
(5.2)
45.4
(12.8)
32.6
88.7%
61.6%
257.5%
-26.7%
-2.7%
-38.2%
5.42%
(296 bps)
4.39%
(193 bps)
4.79
(2.41)
4.53
(2.15)
H1 FY26 Financial Highlights (Standalone)
Revenue ₹ 1,517cr -0.5% YoY
EBITDA ₹ 141cr
+3.3% YoY
PAT ₹ 98cr +12.1% YoY
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)
H1 FY26
1,517.0
H1 FY25
1,524.5
(1,375.8)
(1,387.8)
141.2
9.31%
24.8
(24.0)
(13.0)
129.1
(31.3)
97.8
6.45%
11.59
136.7
8.97%
12.9
(22.4)
(10.4)
116.8
(29.5)
87.3
5.73%
12.13
Y-o-Y
-0.5%
-1.0%
3.3%
34 bps
92.6%
7.1%
24.9%
10.5%
5.9%
12.1%
72 bps
(0.54)
H1 FY26 Financial Highlights (Consolidated)
Revenue ₹ 1,563cr +2.6% YoY
EBITDA ₹ 133 cr
-2.9% YoY
PAT ₹ 61cr -26.7% YoY
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)
H1 FY26
1,563.3
H1 FY25
1,523.3
(1,430.6)
(1,386.6)
132.7
8.49%
9.2
(30.2)
(23.1)
88.6
(28.1)
60.6
3.87%
7.16
136.7
8.97%
8.3
(22.6)
(10.3)
112.1
(29.5)
82.6
5.42%
11.48
Y-o-Y
2.6%
3.2%
-2.9%
(48 bps)
10.0%
33.3%
124.9%
-21.0%
-7.8%
-26.7%
(155 bps)
(4.32)
Consolidated Balance Sheet
Particulars (INR Cr).
Plant, Property and Equipment (incl. CWIP)
Other Non-Current Assets
Total Non-Current Assets (A)
Inventory
Trade Receivables
Cash and Cash Equivalents
Other Current Assets
Total Current Assets (B)
Total Assets (A + B)
Net Worth (D)
Long-Term Borrowings
Other Non-Current Liabilities
Total Non-Current Liabilities (E)
Short-Term Borrowings
Trade Payables
Other Current Liabilities
Total Current Liabilities (F)
Sep – 25
2,912.7
123.2
3,035.9
486.4
173.4
129.2
257.0
1,046.0
4,081.9
1,849.4
1,256.7
160.3
1,417.0
151.4
618.6
45.5
815.5
Mar - 25
2517.8
152.9
2,670.7
374.7
148.6
138.5
195.5
857.3
3,528.1
1,808.0
938.2
107.8
1,046.0
146.0
488.3
39.8
674.1
Total Equity and Liabilities (D + E + F)
4,081.9
3,528.1
% Change
15.7%
-19.4%
13.7%
29.8%
16.7%
-6.7%
31.5%
22.0%
15.7%
2.3%
33.9%
48.7%
35.5%
3.7%
26.7%
14.3%
21.0%
15.7%
Click Here for Results
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
479,250 MTPA Installed Capacity
(i) Polyester (4,56,250 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
*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
Beena Dattani
Executive President- Social Welfare
• More than 10 years of experience
• More than 15 years of experience
Aakash Dattani Executive President- Finance and Sustainability
• More than 7 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
President - Domestic Sales
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
• 456,250 MTPA capacity • Revenue Contribution: 77%
• 14,000 MTPA capacity • Revenue Contribution: 19%
Capacity & Revenue
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
Cationic Dyeable
Born Dyed
Stretch
Specialty Yarn
Cotton Yarn
Recycled Yarn
Specialised polyester yarn that absorbs deeper colour, at the molecular level using cationic dyes
Eliminate the need for dyeing at the processing stage
Offers four-way stretchability and dimensional stability without using spandex
Moisture-wicking polyester yarn. Offered in range of colors using dope- dyed technology
Puro Cotton Yarns range is used for apparel, suiting, shirting, bedsheets, innerwear, and more
PET waste is reused to manufacture polyester yarns
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
Manufacturing Facilities - Punjab Commissioning of Facility – August 27, 2025
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
Product
Capacity per day (in tonnes)
Capacity per annum (MTPA)
Phase 1 (Commissioned)
Phase 2
Total
Polyester Yarn
700
250
950
255,500
91,250
346,750
The Way
Ahead
Punjab Facility
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 Investors@sanathan.com
www.sanathan.com
Ms. Wamika Arora wamika.arora@adfactorspr.com
Mr. Bhavya Aggarwal bhavya.aggarwal@adfactorspr.com