Questions across 4 calls

Awanish Chandra

SMIFS

Vardhman Textiles Limited

Vardhman Textiles Limited CC-May26.pdf · 2026-05-08

Congratulations, management team, on decent performance with gross margin expansion. My first question is related to this one only. If you look at the number, our gross margin was higher quarter on quarter 300 basis point, but due to other expenses, margin expansion was not reflective at EBITDA level. So sir, could you just give a high highlight on what led to great increase in other expense and when it will get normalized if there is something one-off?

So that will not be there going forward or there will be some reversal of that?

Vardhman Textiles Limited CC-Sep24.pdf · 2024-11-04

Congratulations management on good profitability numbers. Sir, my questions are already connected with what we have discussed. So, first thing, sir, cotton season already has started. So, I just wanted to have a complete picture. How do you see arrival happening and what is your view on overall this season? What will be the expected pricing and what amount of cotton inventory you want to create considering all the situation you have talked about?

Sure, sir. And sir, second point, you also highlighte d and most of the management so far in the conference highlighted the Bangladesh situation has improved a lot, things are normal. Even many management highlighted domestic demand is improving and already improved and export data whatever we see , garment exports numbers are good, rather they are growing for the last three months. Considering all those things, positive point, still you are thinking that margins will not be improved or we don't have much on the margin improvement clarity.

Vardhman Textiles Limited CC-Dec23.pdf · 2024-01-25

Congratulation management team on improved performance. Sir, you did announce some bit of capex for next year. But sir, it is too small. So can we expect a few other announcements during FY '25 because the addition of 22,000 spindle would be very low as compared to our overall capacity.

Okay. And sir, just for clarity purpose, you did announce that INR350 crores capex would be there in FY '24, which was modernization plus maintenance. So that INR350 crores is separate than this INR200 crores announcement?

K.P.R. Mill Limited

K.P.R. Mill Limited CC-Mar24.pdf · 2024-05-06

Congratulation management team on a good set of performance. Sir, my first question is related to garment. So we had 40 m illion piece production. So can we maintain this run rate? And my related question is the capex you announced for 30 million additional capacity. So will that come into the picture in FY '25, and we will be able to maintain this run rate?

Okay. So after -- in the first half, we will have that 30 mil lion additional capacity and we can maintain this run rate?