📉CMP: ₹445.90| 📉 -3.28% today📦 Sector: Textiles | 🧶 Category: Yarn Overachievers | 💰 IPO: ₹400 Cr Raised
🔍 At a Glance
Sanathan Textiles, India’s triple-threat yarn master (polyester, cotton, and industrial yarns), wrapped up FY25 with₹2,998 Cr revenue(+1.4% YoY),₹263 Cr EBITDA(+16% YoY), and₹160 Cr profit(+20% YoY). Add a successful₹400 Cr IPO, a shiny new Punjab plant going live in FY26, and an India–UK FTA windfall — and you’ve got a textile company acting like a tech stock.
But is this loom of growth enough to weave returns for investors at â‚ą445 per share?
🏠About the Company
- Founded: ~30 years ago
- Product Range: Polyester Filament Yarn, Cotton Yarn, Technical/Industrial Yarn
- Capacity: 5.5 lakh MTPA by FY28 (currently 550 TPD for polyester filament)
- Plants: Silvassa
- + upcoming Punjab mega unit
- Customers: 7,000+ across 27 countries
- SKUs: 50,000+ (no, this isn’t Big Bazaar)
🧑‍💼 Key Management
- CMD: Paresh Dattani — Speaks in EBITDA and expansion
- CFO, IR: Jude D’Souza — Also answers all investor emails at lightning speed
đź“Š FY25 Financial Highlights (YoY)
| Metric | FY24 | FY25 | YoY Growth |
|---|---|---|---|
| Revenue (â‚ą Cr) | 2,957.50 | 2,998.61 | 1.39% |
| EBITDA (â‚ą Cr) | 226.58 | 262.78 | 15.98% |
| EBITDA Margin (%) | 7.66% | 8.76% | +110 bps |
| PAT (â‚ą Cr) | 133.85 | 160.45 | 19.87% |
| PAT Margin (%) | 4.53% | 5.35% | +82 bps |
đź“ŚQ4FY25
- Revenue: â‚ą732 Cr (down 3.17% YoY)
- EBITDA: â‚ą67.6 Cr (down 14.5% YoY)
- PAT: â‚ą43.65 Cr (down 16.5% YoY)
👉 FY25 good. Q4 slightly frayed.
🧵 IPO Update: ₹400 Cr Raised
The company’s successful IPO in FY25 wasn’t just a cash grab — it funded:
- Punjab plant
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