Stockrabit · Analysts
Questions across 3 calls

Monish Ghodke

HDFC Mutual Funds

Vardhman Textiles Limited

Vardhman Textiles Limited CC-Jan26.pdf · 2026-01-21
Sir, thank you for the opportunity. Sir, you said that your cotton inventory at the end of Q2 was minimal. But if I see the half yearly balance sheet disclosure, the inventory is around INR 3,700 crores as on September '25. And if I compare it to the previous y ear, September '24, it's INR 2,700 crores. So, it was higher than the normal. So, what were the key reasons for the same?
Okay. So, there was no larger than normal cotton inventory as on September end?
Vardhman Textiles Limited CC-Jun24.pdf · 2024-08-01
Hello. Thank you sir for the opportunity. Sir, do we plan to import cotton under advanced authorization given prices are so low? Even if we receive delivery after, say, three, four months, I think we will still be getting cheaper cotton, right?
Okay. And sir, last time, you had announced INR2,000 crore capex in that, around INR400 crores, you had said was for green power. And now I think for boiler, we are setting -- we are spending another INR400 crores. So would this INR800 cro res be sufficient to increase our green mix to 25%?

Welspun Living Limited