K P R Mill (KPRMILL) — concall transcript

📢 Key Event
KPR Mill discussed Q4 FY'24 results, capacity expansion plans, and market outlook amid cotton and energy cost pressures.

🔄 What Changed
Added 30 million garment capacity by FY'25 H1; order book remains above INR 1,000 crores; sugar segment ethanol contribution now 51% of segment margin; EBITDA margin declined to 10-12% from prior 17-18%.

🔮 What's Next
Targeting 45 million garments per quarter capacity by H2 FY'25; expects market recovery to improve margins; sugar production estimate of 2 lakh tons for FY'25; ethanol contribution to sugar segment at 51%; FASO business targeting INR 100 crores revenue in 3 years.

💡 Investor Takeaway
KPR Mill is prioritizing capacity expansion and value-added services to offset yarn margin pressure, with growth driven by US orders and renewable energy adoption.

KPR Mill's Q4 FY'24 concall highlighted stable UK/EU demand, new US customers, and paused African expansion amid cotton price volatility and energy costs. Management emphasized value-added services driving margins, 30 million additional garment capacity by FY'25 H1, and renewable energy generation of 32 crores units. Current order book exceeds INR 1,000 crores with 40 million quarterly capacity, targeting 45 million post-expansion. Sugar segment contributed INR 223 crores revenue (ethanol 51% of segment), with 2 lakh ton production estimate for FY'25. EBITDA margins declined to 10-12% from 17-18% due to yarn stress, though value addition and stable realization rates support near-term recovery.

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About K P R Mill Ltd (KPRMILL)

Textiles · Readymade Garments/ Apparells · Listed on BSE

Market Cap: ₹40,002.49 Cr P/E: 43.9 ROE: 16.0% ROCE: 19.8% Div Yield: 0.43%

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🔥 Also filed on 31 March 2024

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

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