FILATEX Q4 FY26 Guidance vs Delivery (FILATEX Management Mirror)

Did FILATEX's management deliver what it guided? Guidance vs actual performance and tone changes across recent earnings calls, as of the Q4 FY26 (Mar-2026 Qtr) concall.

Filatex India Ltd (FILATEX) Q4FY26 Management Mirror - Mar-2026 Qtr

Revenue & Volume Outlook

In the Mar'26 Qtr, management set new long-term targets, guiding for FY27 standalone revenue of ~INR 4,500 crores and FY28 consolidated revenue of ~INR 5,200 crores (INR 4,800 crores core, INR 400 crores recycling). Concurrently, near-term production for the Jun'26 Qtr is expected to drop 20% to 25% below the 100,000-tonne capacity due to customer caution, refining the Sep'25 Qtr expectation of relatively flat near-term growth before a meaningful volume pickup. [Status: Initiated]

3 more themes on the ELITE plan.