Trident (TRIDENT) — concall transcript

📢 Key Event
Trident reported 55% YoY revenue growth in Q4 FY22 driven by exports and home textiles, with EBITDA margin at 18.4%

🔄 What Changed
Net debt rose to INR 12,972 Mn due to cotton procurement; export contribution to revenue reached 57% in Q4

🔮 What's Next
Export demand expected to remain resilient if geopolitical and inflation pressures ease; new spinning capacity (100,000 spindles) to be operational by September 2023

💡 Investor Takeaway
Export strength offsets domestic softness, but rising cotton costs and near-term margin pressure require monitoring of input cost management

Trident Limited highlighted strong export-driven demand and sector recovery in its Q4 FY22 concall, citing 41% YoY export growth to USD 44.4bn and 25-30% YoY cotton yarn demand rebound. Management noted rising cotton prices and input costs pressuring margins despite 18.4% EBITDA margin, while outlining capex plans for new spinning capacity and digitalization to support Vision 2025. Forward guidance emphasized export resilience but acknowledged near-term margin challenges from inflation and cotton volatility.

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About Trident Ltd (TRIDENT)

Textiles · Textiles · Listed on BSE

Market Cap: ₹11,807.33 Cr P/E: 29.7 ROE: 8.3% ROCE: 10.1% Div Yield: 2.16%

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"How will Trident hedge cotton price volatility beyond FY22?" "What is the expected EBITDA margin trajectory for FY23?" "When will the new spinning project at Budhni reach full capacity?"

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🔥 Also filed on 31 March 2022

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

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