TickerSutra

NSE: SUMEETINDS · BSE: 514211 · ISIN INE235C01036

Sumeet Industries Limited stock analysis

Sumeet Industries Limited ranks #4980 in the TickerSutra evidence-ranked universe with a score of 28/100 and 95% data confidence. The latest captured fundamentals show ROCE of 13.2%, quarterly sales growth of 9.6% and quarterly profit growth of -85.7%.
Complete evidence gate watch governance reviewUpdated 29 Sept 2026
TICKERSUTRA SCORE28/100

Avoid / exit review

#4980 of 5,430 ranked equities
Market capitalisation₹794.79cr
ROCE13.2%
Quarterly sales growth9.6%
Quarterly profit growth-85.7%
P/E ratio32.1×
Promoter pledge0.0%

INVESTMENT EVIDENCE

What supports—and challenges—the thesis

Evidence in favour

  • CWIP indicates an active capacity pipeline
  • No promoter shares are reported as pledged

Risks and constraints

  • Debt/equity is above 0.5×
  • CFO/EBITDA is below 0.6×

Still unresolved: Related-party exposure · Broad media sentiment

FINANCIAL TRAJECTORY

Recent operating history

PeriodRevenueOperating profitNet profitOperating margin
2022₹894cr₹34cr₹3cr3.8%
2023₹1,033cr₹-39cr₹-59cr-3.8%
2024₹985cr₹-40cr₹-59cr-4.1%
2025₹1,003cr₹12cr₹170cr1.2%
2026₹1,050cr₹57cr₹27cr5.0%
TTM₹1,074cr₹52cr₹25cr4.9%
Debt / equity0.76×
CFO / EBITDA-0.61×
Operating margin4.9%
Free cash flow₹-77cr
Sales CAGR · 3Y0.5%
Profit CAGR · 3YUnavailable

EXCHANGE EVENT TRIGGERS

Latest corporate disclosures

0 positive catalysts0 negative catalysts6 routine filings

MANAGEMENT COMMENTARY

Signals from filed documents

Raw material inflationHigh severity · 1 mention
Risk easing

Importantly, the underlying demand environment has remained encouraging. Demand across apparel, home textile, industrial application continued to be healthy, and the challenges witnessed during the quarter were largely driven by input cost inflation rather than Sumeet Industries Limited August 07, 2026 Page 3 of 14 any weakness in end -market demand. Encouragingly, the operating environment has already started improv

Pricing pressureHigh severity · 1 mention
Risk easing

While the export market is challenging, it is anticipated that as global demand increases, India’s exports of polyester has potential to correspondingly rise. Additionally, there is a notable increase in demand for polyester across all major product categories due to its superior functionality, comfort properties, 94 Sumeet Industries Limited Annual Report 2025-26 competitive pricing compared to cotton. Going forward

Backward integrationHigh severity · 2 mentions
Positive catalyst

It will support downstream POY and FDY manufacturing operations Rational for Investment The company is making investments and providing loans to SSCL for commissioning and running the Chips plant of Nakoda Limited acquired through Hon’ble NCLT order as a Successful Resolution Applicant. The rational for Investment are as follows: - Capital support for operationalisation of the acquired Nakoda assets - Supporting inte

Management confidenceHigh severity · 1 mention
Constructive

With industry conditions stabilizing, a significantly stronger balance sheet, lower expected finance costs, and the execution of our strategic growth, we believe Sumeet Industries is well -positioned to enter its next phase of sustainable growth. Based on the current demand environment and our execution roadmap, we remain confident of delivering more than 30% revenue in the current financial year '27 along with the E

Niche productsHigh severity · 1 mention
Positive catalyst

Some of the key business risks identified by the management include risks related to economic environment and market position, cost of production, legal and compliance with applicable laws, environment and sustainability, information technology and talent management. The company has restrained its position in the industry due to proactive planning, efficient use of resources, capitalizing on emerging opportunity, str

Capacity expansion plansHigh severity · 3 mentions
Positive catalyst

ATUFS has been focusing to incentivize technology upgradation and modernization in textile sector through credit linked Capital Investment Subsidy PM-Mega Integrated Textiles and Apparel Park (PM-MITRA) : The Government has finalized setting up of PM Mega Integrated Textile Region and Apparel (PM MITRA) Parks at 7 sites viz. Tamil Nadu (Virudhnagar), Telangana (Warangal), Gujarat (Navasari), Karnataka (Kalaburagi), U

Margin pressureModerate severity · 1 mention
Risk easing

Due to the geopolitical tensions in the Middle East and US, there was a sharp increase in the crude oil prices, which resulted in significant volatility in our raw material, such as PTA and MEG, along with elevated freight and logistics costs. These factor s created margin pressure across the polyester value chain and affected manufacturing across the industry. Importantly, the underlying demand environment has remai

Customer concentrationModerate severity · 1 mention
Negative warning

So, we expect the markets to go better only from here till Diwali. And also can you give us a limelight on what proportion of revenue comes from the top 10 customers, and has the customer concentration has also been reduced? Sumeet Industries Limited August 07, 2026 Page 12 of 14 Pratik Jaju: See, our business model is a little different.

Export market updatesModerate severity · 2 mentions
Constructive

However, besides pure man-made fibre textiles, presently the man-made fibre and natural fibre mainly cotton blends are more popular. While the export market is challenging, it is anticipated that as global demand increases, India’s exports of polyester has potential to correspondingly rise. Additionally, there is a notable increase in demand for polyester across all major product categories due to its superior functi

Regulatory approvalModerate severity · 12 mentions
Execution risk

The previous year's ratio was positively impacted by exceptional gains recognized on write-off of borrowings pursuant to the NCLT-approved Resolution Plan. Interest + Total Installments Return on Equity Ratio Profit after Tax 0.13 0.82 -84% Return on Equity Ratio has decreased mainly due to lower profit after tax during the current year as compared to the previous year, which included exceptional income recognized pu

Regulatory updatesModerate severity · 12 mentions
Watch

Adoption of advanced technologies and automation enables us to use resources more judiciously, while concurrently steering process and quality improvements across the organization. This 102 Sumeet Industries Limited Annual Report 2025-26 enables us to design, engineer and manufacture improved and sustainable products with dexterity, helping us ensure customer satisfaction by meeting their evolving aspirations and nee

Capacity commissioningLow severity · 2 mentions
Watch

The next question is from the line of Vidhi Purohit from Phoenix Capital. Actually, could you please, I mean, could you share an update on Nakoda CP plant and what work is still pending to make it operational and when do you expect commercial production Sumeet Industries Limited August 07, 2026 Page 8 of 14 to begin? Pratik Jaju: On the Nakoda CP plant, the work of the new machines, orders have been given, the work o

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Evidence, freshness and limitations

What does the TickerSutra score mean?

The score ranks captured evidence across financial quality, growth, moat and margins, regulatory catalysts, governance, institutional trend and valuation comfort. It is a research-prioritization tool—not a buy recommendation or price target.

Which sources support this page?

Financial history, ownership and pledge data, NSE and BSE filings, annual reports and available earnings-call transcripts are combined here. Use the source trail and original exchange document before relying on a decision-critical fact.

Why can an item be unresolved?

Unresolved means the current captured source window did not provide enough evidence for that check. It does not establish that a risk or relationship is absent.

Maintained by TickerSutra Research · Snapshot updated 29 Sept 2026 · Read the methodology · Read the disclaimer

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