🧵 HP Cotton Textile Mills: Exporting Threads, Tangling Profits?

At a Glance:
H.P. Cotton Textile Mills Ltd is a small but consistent cotton yarn and sewing thread exporter based in Hisar, Haryana. Despite a rich history, the company has had a rollercoaster P&L – going from net losses to profit and back. Currently trading at ₹108, the stock boasts a market cap of ₹42.3 Cr, decent ROCE of 19%, and a surprisingly punchy Q4. But is this thread mill finally sewing success, or just spinning yarns?

1. 🧵 WTF Do They Even Do?

HP Cotton makes cotton sewing threads and hosiery yarns — essential stuff for:

• Garment manufacturers
• Export houses
• Hosiery & knitting industry

They proudly ship to 30+ countries, and their mill in Hisar, Haryana runs the show.

Not a fancy biz, but a steady B2B export machine. Think of it as the Zomato delivery guy of the textile industry — always working, rarely noticed.

2. 💰 Financials – Profit Is Finally In Vogue?

📈 FY25 is a legit turnaround year:

• Revenue up 37%
• OPM hit 10%, best in 5 years
• Net profit zoomed 3x from FY24

But don’t get too excited — this