| Management target | Revenue FY27 |
|---|
| Revenue growth | 4.1% YoY decline to ₹634 Cr; range-bound for several quarters. |
|---|---|
| Margins | Steady at 16%; mix shifts and raw material inflation are headwinds. |
| Demand visibility | Low in US sheeting; high for new domestic and UK/EU segments. |
| Management confidence | Balanced; focused on long-term diversification over immediate quarterly fluctuations. |
Growth
Q1 Revenue fell 4% YoY to ₹634 Cr; EBITDA margins stabilized at 16% despite geopolitical headwinds.
Outlook
Guided 1,000 Cr revenue each for new Yarn and Fabric verticals at full capacity.
Risks
High US client concentration, pricing challenges in sheeting, and Middle East shipping deferrals.
Last quarter's promises, checked
Delivered
- Guided H2 revenue visibility for new verticals → delivered on track with Yarn/Fabric launch (= BEAT)
- Guided no major Capex → delivered within maintenance budget (= BEAT)
Partly delivered
- Guided debt reduction to 2,000 Cr → delivered 2,550 Cr (ongoing) (= PARTIAL)
Missed
- Guided Q4 growth → delivered 4.1% revenue decline (= MISS)
- Guided 18-22% margin range → delivered 16% (= MISS)
Earnings Call Transcript filed with BSE, NSE: HIMATSEIDE. Summary written with AI assistance from the document.
Himatsingka Seide Ltd: key numbers
- Share price
- ₹63.37
- Market cap
- ₹796.8 Cr
- Revenue (annual)
- ₹2,515 Cr
- Net profit (annual)
- ₹61.96 Cr
- P/E (TTM)
- 14.2×Sector 52.0×
- Promoter holding
- 37.48%+0.00% QoQ
- FII holding
- 7.44%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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- Value
- ₹25.00 Cr