SANATHAN Q4 FY26 Guidance vs Delivery (SANATHAN Management Mirror)

Did SANATHAN'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.

Sanathan Textiles Ltd (SANATHAN) Q4FY26 Management Mirror - Mar-2026 Qtr

Revenue & Margins

Management lowered FY27 (Mar'27) guidance in the Mar'26 Qtr to INR 5,600-5,700 crores revenue with EBITDA north of INR 500 crores, stepping down from the Sep'25 Qtr's target of INR 5,800-6,000 crores revenue and 11% EBITDA (INR 660 crores); however, the FY28 (Mar'28) peak revenue target was upgraded from INR 7,300-7,400 crores to INR 7,500-7,700 crores. [Status: Downgraded]

4 more themes on the ELITE plan.