• Garmenting division growth: Revenue grew approximately 50% to nearly 300 crore in the quarter, with EBITDA turning positive and profitability expanding by 1,100 bps year-on-year.
• Export order book: Capacities are fully booked through December with longer-term orders driven by returning US demand, the UK free trade agreement, and expansion into shirt manufacturing.
• Branded textile trends: Despite high base comparisons from prior-year invoicing delays, premium offerings like linen shirting and the Kalakrit suiting range drove performance ahead of Q1 budget projections.
• Price hike expectations: Management plans to pass through price increases of 5% to 7% to counter cost pressures, with double-digit hikes feasible in select categories.