Nitin Spinners Ltd — earnings calls

Nitin Spinners reported its highest-ever quarterly revenue for the second consecutive quarter at Rs 875 crore, up 10.3% year-on-year, with EBITDA margin expanding to 17.78% from 14.02% a year earlier. Management attributed the improvement to higher yarn realizations, cost-saving initiatives from renewable power and automation, and improved price parity between domestic and international cotton. The company discussed ongoing capacity expansion in spinning, weaving and fabric finishing, with partial contribution expected in the second half of FY27.

Nitin Spinners reported its highest ever quarterly revenue of INR859.8 crores in Q4 FY'26, up 7.4% quarter-on-quarter and 2.2% year-on-year, with EBITDA margin expanding to 15.17%. Management attributed the improvement to better demand, higher yarn prices and operational efficiencies following the removal of US tariffs and restocking across the value chain. For the full year, revenue declined 2.8% to INR3,213.9 crores due to lower yarn and raw material prices in the first half, while management outlined an ongoing capex plan for fabric and spinning capacity expansion along with renewable power additions expected to commercialize in the second half of FY'27.