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#SILKFLEX #SilkflexPolymers #SME
Silkflex Polymers (India) Ltd – Q4 FY26 / FY26 Earnings Concall Highlights
👉Full-scale manufacturing at Vadodara facility is now live, driving growth, margin expansion, and a clear shift to a high-margin manufacturing-led model.
👉Aiming for sustainable water-based textile inks & wood coatings with global certifications. 🚀
👉Full discussion and complete breakdown here:
🔗 https://t.co/JvSYVzqNom
✉️ Note:
👉New to the platform? Navigate to Vault ➔ Concalls for more highlights
🔗https://t.co/qPv017i8Gl
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Arihant Bharat Connect Conference :
💠Silkflex Polymers
💠United Heat Transfer
💠K2 Infragen
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Arihant Bharat Connect Conference :
💠Maxvolt Energy Industries
💠Premier Roadlines
💠Malpani Pipes & Fittings
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#SME #SILKFLEX #SILKFLEXPOLYMERS
Silkflex Polymers (India) FY25 Concall Highlights:
👉FY 2026 & Future Outlook :
▫️Targeting revenue growth of 50-60% for FY26 (Reduced import costs due to local production, Better pricing control, increased market penetration)
▫️EBITDA FY25 ~15% to sustain & improve further; targeting EBITDA margins ~18% in medium term
👉Projects and partnerships:
▫️Highlighted existing relationships with major brands like Puma, H&M, Sun City, Primark, We Connected, and Fashion UK, indicating a steady order flow for textile inks (96% of FY25 revenue)
▫️The company supplies 28 premium water-based textile printing ink products and 70 wood coating polymer products, as part of diversified portfolio
▫️Pipeline:
💠In discussions with new clients, including Afton America, TVP Textile, Aditya Birla, Decathlon, Arvind, and others, to expand its client base for textile inks
💠The upcoming manufacturing facility (250 tons/month initially, scalable to 500 tons/month) will cater to existing customers at lower costs
💠Wood coating segment is projected to increase its revenue share from 4% to 15%, with margins in this segment being 4–5% higher than textile inks; contributing to higher EBITDA
👉 Others :
▫️ A slight margin dip in H2 FY25 (from 9% to 8%) was due to one-time Capex costs, but this is not expected to recur in FY26
▫️ 50cr Capex (30cr bank loan, 7cr IPO proceeds, 13cr internal funds)
Capex will help transition to hybrid model, initially focusing on textile binders and table glue, with potential for wood coatings using the same reactors
Land acquired (10 acres in Baroda), civil foundations completed, PEB structure setup in progress, and key equipment (vessels, reactors) expected by mid-Jun'25. Trial production is slated for August'25
▫️Technology Transfer: Perpetual agreement with Silkflex Malaysia, no royalty payments after a $6 million threshold, ensuring cost-effective production
▫️ Silkflex’s products are 100% water-based, offering zero VOC, high stretchability, soft hand feel (textile inks), and hot boiling waterproof properties (wood coatings)
▫️Distribution Expansion:
Five regional branches (Kolkata, Ludhiana, Ahmedabad, Jodhpur, Mumbai) and a new office in Kochi and dealer network expansion in Karnataka, Andhra Pradesh, and Kerala to tap southern markets
▫️Government Incentives:
5% interest subsidy on term loans
80% SGST reimbursement
10% reimbursement of employee contributions, enhancing cost competitiveness
#GMP
#IPO
#SME
#IPOAlert
#mainboard
#RefractoryShapes NSE - ₹13 ( 41.94% )
#FinelistingsTechnologies SME - ₹22 ( 17.89% )
#SilkflexPolymers SME - ₹5 ( 9.62% )
#SilkflexPolymers (India) Ltd has launched its #IPO on Tuesday, May 7, to raise over ₹18 crore from the primary markets. The bidding for Silkflex Polymers IPO will remain open till Friday, May 10.
https://t.co/aoD8SO1eEX
Are you geared up for these IPOs?
Check the Issuesize and Pricerange and then click https://t.co/LgQ1LbvuUD to apply #aliceblueipo
Disclaimer: https://t.co/bGMFNpQEB8
#SilkflexPolymers #FinelistingsTechnologies #IPOAlert #aliceblue #StockMarketindia

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