Stockrabit · Analysts
Questions across 3 calls

Awanish Chandra

SMIFS Limited

Vardhman Textiles Limited

Vardhman Textiles Limited CC-Oct25.pdf · 2025-10-23
Congratulations management team on good set of performance, esp ecially on the margin side. So, sir, my first question on the margin. I mean, when we look at the spread and all quarter-on- quarter for last 2 quarters, it has been declining, but great to see on quarter-on-quarter basis, our margin was very resilient ex of other income. So what went into this and our margin remained at the same level as last quarter? Can you explain this?
Okay, sir. And second, sir, related question, now since our cotton season will start and still duty exemption is there till 31st December and other things are uncerta in, but these two things are certain. So, what will be our cotton procurement strategy because tha t strategy worked and our margin remain resilient. So, we will procure more cotton at whatever cost we are getting today.
Vardhman Textiles Limited CC-Jun24.pdf · 2024-08-01
Sir, congratulations management team on reaching 15% margin after a long, long time. And sir, my question from this only, in your earlier remarks, you talked about that China Plus One has become reality. Though you have soon concern over margin continuing, but it's still 15% margin look like a good margin to think about adding spend there. You have already announced INR2,500 crores capex but very few capacity in reality we are adding on the spinning side. So any thought, any change in the difference in thought towards the spinning capacity beyond this 56,000 that's in there?
Okay. So for the number point of view, with this capacity expansion, our fabric will become 200 and yarn capacity will -- spindle capacity will enhance by 56,000 and this will be completed by FY'26 or mid of '26?