A B Cotspin India Ltd

- Q3 FY26 revenue grew 30.37% YoY; 9M FY26 revenue down 8.66% - EBITDA up 37.98%, net profit up 36.67% YoY for 9 months - Capacity increased to 50,832 spindles; solar power expanded to 3,131 KW - Plans for ₹1,500 cr expansion with 200,000 additional spindles announced

🌟 Q3 FY26 Strong Revenue Growth:

• 30.37% revenue increase YoY for Q3 indicating solid growth.
• 9 months revenue fell 8.66%, indicating some variability.

💰 Profitability Improvements:

• EBITDA up 37.98% with margin increasing 5.68 points to 16.83%.
• Net profit increased 36.67% YoY for 9 months.
• Diluted EPS down 12.05%, possibly due to share factors.

🏭 Capacity Expansion:

• Operational capacity at 50,832 spindles after adding 14,592 spindles.
• Solar power capacity increased to 3,131 KW to promote sustainability.
• ₹1,500 crore expansion plan to add 200,000 spindles, aiming integrated green textile facility.

🏢 Diversification & Market Development:

• New real estate project in Ludhiana with ₹18 crore land purchase.
• Trading listed on NSE & BSE Main Boards from Sep 2025, enhancing liquidity.

🌍 Global Trade Environment:

• USA reduced tariffs on key Indian products to about 18%, effective Feb 2026.
• US market is vital for Indian textile exports (~USD 10.5 billion).
• Bangladesh textile sector faces unrest and tariffs (~19%), possibly favoring Indian exporters.

📝 Company Perspective:

• Management cautiously optimistic about trade developments affecting the textile sector.
• Ongoing focus on operational excellence and readiness to seize emerging opportunities.

🔍 Summary for Investors:

• Strong quarterly revenue growth, mixed nine-month revenue.
• Profit and margin improvements show operational effectiveness.
• Capacity and sustainability investments point to long-term growth strategy.
• External trade changes may benefit company, though impact timing is unclear.