Active Clothing Co (541144) — concall transcript

📢 Key Event
Strategic partnership announced for India's first knit-to-shape smart factory with 600 advanced machines.

🔄 What Changed
Revenue grew 15.22% YoY to Rs 147.66 crore in H1 FY2026; PAT margin held at 3.34%; employee benefit costs rose to 16-18% of revenue.

🔮 What's Next
Capex of Rs 60 crore for smart knitting machines to be rolled out in phases from late 2026-27 over three years; export revenue expected to cross Rs 100 crore this year.

💡 Investor Takeaway
The company is investing heavily in automation and export growth, but rising employee costs and execution risks in smart factory rollout could pressure margins.

Active Clothing Co Ltd highlighted its strategic partnership with Ningbo Shipping to establish India's first knit-to-shape smart factory using 600 advanced machines, targeting Rs 700 crore peak revenue post full deployment. H1 FY2026 revenue grew 15.22% YoY to Rs 147.66 crore with 9.72% EBITDA margin and 3.34% PAT margin. Operational updates include sustainability certifications, export expansion targeting Rs 100 crore this year, and capex of Rs 60 crore for smart knitting machines rolled out in phases from late 2026-27. Employee benefit costs rose 16-18% of revenue due to expansion investments, while receivables and inventory cycles remained stable.

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About Active Clothing Co Ltd (541144)

Textiles · Textiles · Listed on BSE

Market Cap: ₹171.88 Cr P/E: 17.1 ROE: 13.1% ROCE: 11.5%

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🔥 Also filed on 30 September 2025

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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