💡 At a Glance
Revenue: ₹1,655 Cr
PBT: ₹4.97 Cr
Finance Cost: ₹42.9 Cr
CMP: ₹31.98
EduFair Value: ₹120–₹180 (with margin improvement assumptions)
👉 Verdict: Deep value if debt is reduced. Otherwise… textile trap.
🏢 About the Company
Bannari Amman Spinning Mills Ltd is one of India’s leading textile players and part of the legendary Bannari Amman Group. They manufacture:
- 🧶 Cotton yarn
- 🧥 Woven & knitted garments
- 🧵 Fabrics for Indian & export markets
They’ve got size, scale, and South India dominance. But is it enough to survive the brutal economics of textiles?
👨💼 Key Management
- Chairman: Mr. S.V. Balasubramaniam
- MD: Mr. S.V. Ramaswamy
Two veterans, family-run, old-school operators. The kind who still sign balance sheets with fountain pens.
📊 Financials Snapshot (Q4 FY25)
| Metric | ₹ Cr |
|---|
| Revenue from Operations | 1,655.5 |
| Other Income | -0.12 |
| Finance Costs | 42.9 |
| Profit Before Tax | 4.97 |
| PBT Margin | 0.3% (!?) |
This company is doing ₹1,655 Cr in sales to earn ₹5 Cr in PBT. That’s a 0.3% margin. That’s not a business, it’s a cotton-themed
