Sanathan Textiles Limited stock analysis

Supported by improving export sentiment, favourable trade agreements and the continued diversification of global sourcing towards India, we believe the industry is well positioned for sustained growth. With our new plant and machinery in place for the expansion of the Technical Textiles at Silvassa, we shall soon commence commercial production. The planned commissioning of Phase II of our Punjab facility by the end o

Although the commissioning of our new Punjab facility temporarily impacted profitability through higher depreciation and finance costs, these are investments in future capacity and competitiveness. As utilisation improves, we expect stronger operating leverage, better absorption of fixed costs and a corresponding improvement in margins. PORTFOLIO AND VALUE-ADDED STRATEGY Our diversified portfolio remains one of our g

The facility is being scaled in phases toward its full polyester filament yarn potential, which, on completion of the phase two, will substantially increase the Company's aggregate installed capacity and more than double its polyester filament yarn capacity over the coming years. Having largely completed its peak-investment phase, your Company expects the operating leverage from higher utilisation across these capaci

Notably, man-made yarn, fabrics and made-ups grew 3.6% to H42,687.8 crore, outpacing cotton yarn, fabrics, made-ups and handloom products, which were broadly stable at H1,02,399.7 crore. Export growth was recorded across more than 120 destinations, reflecting meaningful geographic diversification at a time when tariff actions in certain major markets weighed on sentiment. Domestically, cotton production for the 2025–

Bolstered by robust manufacturing capabilities and premium raw materials, the portfolio addresses critical applications requiring consistent engineering performance. End-use applications Geogrids Electrical and optical cables Coated fabrics Industrial ropes Industrial stitching threadsFirefighting equipment Key offerings • High Tenacity Low Shrinkage yarn (HTLS) • General High Tenacity yarn (GHT) • High Tenacity Supe

Our integrated market presence accelerates product development while enhancing demand visibility through efficient capacity deployment. Scalable Manufacturing Platform We consistently bolster our manufacturing resilience through disciplined capacity expansion and efficient project execution. The successful commissioning and advancements of our Punjab facility has significantly accelerated our production scale, thereb

223,750 21 50 Installed capacity Years of operation Acre manufacturing facility INFRASTRUCTURE DEVELOPMENT We continue to bolster our manufacturing resilience through investments in automation, intelligent material management, digital process controls and advanced quality monitoring systems. Accelerated by strategic forward and backward integration and partnerships with recognised global manufacturers, we significant

The details of the related party transactions entered during FY 2025 - 26 are disclosed in the Notes of Financial Statement, which form part of this Annual Report. The Company’s policy on Related Party Transactions as approved by the Board is hosted on Company’s website at https:/ /www.sanathan.com/ investor-relations 24. PARTICULARS OF EMPLOYEES AND RELATED DISCLOSURES: The Company continues to foster a performance-

The corresponding gross margin, by contrast, accrued only in proportion to output. The facility scaled up progressively through the year rather than reaching optimum utilisation at the outset, as is normal while lines are stabilised, product approvals are obtained and the order book is built. The period was also accompanied by certain one-time start-up costs of a nature that does not recur in subsequent years.