Equity Analyst - Fundamental & Thematic, Sree Capital

Sreemant Dudhoria,CFA

Equity Analyst - Fundamental & Thematic

Fundamental Research on Listed Indian Companies

Sree Capital

Sree Capital is a platform to share fundamental research on listed Indian companies. We do this research for our own investment

Thematic (Sector/Industry)

<ul>
<li>Global and Indian textile markets face shifting supply chains due to geopolitical tensions, driving sourcing diversification towards India.</li>
<li>There's a significant push for innovation in materials, focusing on man-made fibers, sustainable, and technical textiles globally and in India</li>
<li>The Indian textile industry benefits from strong government policy support, including protective tariffs and various incentive schemes</li>
</ul>


Global and Indian textile markets face shifting supply chains due to geopolitical tensions, driving sourcing diversification towards India.
There's a significant push for innovation in materials, focusing on man-made fibers, sustainable, and technical textiles globally and in India
The Indian textile industry benefits from strong government policy support, including protective tariffs and various incentive schemes


Global and Indian Textile Industry-Shifting Supply Chains,Innovation in Materials,and Policy Support

Forensic Analyst, Trudence Capital Advisors

Nitin Mangal

Forensic Analyst

Trudence Capital Advisors

Trudence Capital Advisors Private Limited is a SEBI-registered Research Analyst, holding SEBI registration number INH000015747. Our firm is dedicated to providing independent and unbiased research on Indian mid to large-cap companies. Trudence Capital is known for its counter-consensus views, with a focus on forensic research and on-ground primary investigations. Our research approach is thorough, involving detailed analysis of accounting practices and governance, alongside extensive channel checks.

Independent & Unbiased Research

Equity Capital Markets

Sanathan Textiles / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/sanathan-textiles-private-limited" target="_blank" data-smartkarma-citation="entities:43995:1" rel="noopener">Sanathan Textiles (0907479D IN)</a> plans to re-appear for its IPO. The company is into yarn manufacturing and has a presence in all three, Polyester, Cotton and Technical Textiles segments. </li>
<li>Revenue growth did light up in FY22, however topline growth has pretty much been stale since then. Moreover, margins have also been on a sliding trajectory.</li>
<li>Key forensic takeaways include capitalising of expenses on the back of falling margins, acquisition of a non-operating subsidiary from promoters, secondary income sources driving profits, etc.</li>
</ul>



Sanathan Textiles (0907479D IN) plans to re-appear for its IPO. The company is into yarn manufacturing and has a presence in all three, Polyester, Cotton and Technical Textiles segments. 
Revenue growth did light up in FY22, however topline growth has pretty much been stale since then. Moreover, margins have also been on a sliding trajectory.
Key forensic takeaways include capitalising of expenses on the back of falling margins, acquisition of a non-operating subsidiary from promoters, secondary income sources driving profits, etc.


India

Sanathan Textiles Private Limited manufactures textile products. The Company supplies partially oriented, cotton, fully drawn, draw and air textured, polyester, fibers, and effect yarns to fabric weaving and knitting companies. Sanathan Textiles serves customers worldwide.

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Sanathan Textiles (0907479D IN)

Global and Indian Textile Industry-Shifting Supply Chains,Innovation in Materials,and Policy Support

Geopolitical tensions drive sourcing diversification to India in the textile market, with a focus on innovation in sustainable and technical...

Sreemant Dudhoria,CFA

Sanathan Textiles IPO- Forensic Analysis

Forensic takeaways include expense capitalization when margins are down, subsidiary acquisition, secondary income sources driving profits, etc.

Nitin Mangal

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Global and Indian Textile Industry-Shifting Supply Chains,Innovation in Materials,and Policy Support

​Geopolitical tensions drive sourcing diversification to India in the textile market, with a focus on innovation in sustainable and technical...

Sreemant Dudhoria,CFA

Sanathan Textiles IPO- Forensic Analysis

​Forensic takeaways include expense capitalization when margins are down, subsidiary acquisition, secondary income sources driving profits, etc.

Nitin Mangal

Geopolitical tensions drive sourcing diversification to India in the textile market, with a focus on innovation in sustainable and technical...

Forensic takeaways include expense capitalization when margins are down, subsidiary acquisition, secondary income sources driving profits, etc.