Sutlej Textiles Q1 FY27 Earnings Call — Analysis (NSE: SUTLEJTEX)

Sutlej Textiles returns to profitability in Q1 FY27, marks first broad-based positive EBITDA across all units, driven by structural mix shift and cost discipline

· Analysis by Alpha Inflection

Result quality: strong — Loss reversed. Management sentiment: neutral.

The take

Q1FY27 Total Income ₹704 Cr ( +17% YoY ) .

Results

Revenue ₹704 Cr +17% YoY; EBITDA ₹47.2 Cr vs ₹5 Cr YoY, margin 6.7% (last year 0.8%); net profit ₹2.7 Cr vs loss ₹25.7 Cr; fifth consecutive quarter of margin expansion

Financial highlights

Sutlej Textiles Q1 FY27 reported figures
MetricValueChangeBasis
Total Income₹704 Cr+17%yoy · Q1FY27 · Q1FY26
Gross Margin46.8%+370bpsyoy · Q1FY27 · Q1FY26
Raw Material Consumption as % of Revenue53.2%-3.7pptQ1FY27

Guidance

Q2 FY27 expected at least as good as Q1; home textiles to double in ~2 years; technical textiles to contribute from FY28; long-term double-digit EBITDA targeted; no equity raise needed

Key themes

Structural recovery and value-addition pivot

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