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Sai Silks (Kalamandir) (KALAMANDIR) investor relations material
Sai Silks (Kalamandir) Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 25/26 earnings summary28 Oct, 2025
Executive summary
Q2 FY 2025-26 saw strong consumer demand driven by a favorable wedding calendar and early festive season, resulting in increased footfalls and bulk purchases, especially in wedding and occasion wear categories.
One of South India's largest ethnic apparel retailers, specializing in sarees and value fashion, with a strong presence across Telangana, Karnataka, Andhra Pradesh, Tamil Nadu, and Puducherry.
Operates 74 stores under five differentiated brands, serving diverse market segments from ultra-premium to value-focused customers.
Emphasizes omnichannel retail, innovative store experiences, and technology-driven inventory management.
Unaudited financial results for the quarter and half year ended September 30, 2025, were approved and reviewed by the Board and statutory auditors.
Financial highlights
Q2 FY 2025-26 revenue from operations was ₹444.33 crore, up from ₹347.31 crore in Q2 FY 2024-25; H1 revenue reached ₹823.35 crore, a 33.96% increase year-over-year.
Q2 PAT reached ₹40.08 crore, up from ₹23.75 crore; H1 PAT was ₹70.14 crore, up from ₹25.86 crore year-over-year.
Q2 EBITDA margin improved to 16.21% from 15.95%; H1 EBITDA margin rose to 15.68% from 12%.
H1 PAT margin increased to 8.52% from 4.21% year-over-year.
Basic and diluted EPS for H1 FY26 was ₹4.76, compared to ₹1.76 for the same period last year.
Segment performance
Sarees contributed 71.5% of FY25 revenue, with the remainder from other ethnic and value fashion products.
Vara Mahalakshmi format continues as a growth engine, with improving productivity and capital efficiency; inventory requirement at ₹20,000 per sq ft.
Valli format is digital-first, lower CapEx, and targets rapid expansion in tier 1-3 cities; margins currently lower but expected to improve as stores mature.
KLM format shows improved SSG for the second consecutive quarter, with focus on product mix and store display enhancements.
Telangana and Andhra Pradesh remain the largest markets, accounting for nearly 60% of H1 FY 2025-26 revenue.
Valli store long-term margin strategy
Vara Mahalakshmi productivity to margin shift timeline
Plan to achieve 140-day inventory by next FY
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Next Sai Silks (Kalamandir) earnings date
Q3 25/2628 Jan, 2026
Next Sai Silks (Kalamandir) earnings date
Q3 25/2628 Jan, 2026
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