Satia Industries : Q4 FY-25 Earnings Conference Call

 

  • Satia Industries :  Q4 FY-25 Earnings Conference Call


  • rebound in margins in FY26
  • 1. Financial Year 25 proved to be a challenging year for the Indian paper industry and for Satia too, primarily due to increased imports from ASEAN countries affecting adversely our net realization across the industry leading to a decline in margins for Financial Year 25. However, we were not only able to maintain our volumes for the year but also saw a marginal improvement in quantity sold as a result of our strong distribution network and goodwill.  
  • 2. “During FY25, the Indian paper industry faced notable challenges, particularly the impact of elevated paper imports on our sales and overall margins. Despite this external pressure, Satia Industries successfully maintained stable volumes, a testament to our strong distribution network and institutional ties. We anticipate a rebound in margins in FY26 as pricing pressures subside and raw material costs stabilize. Our key strategic investments, including the PM3 capacity expansion and the new recovery boiler for enhanced energy efficiency, are critical steps that will position us for robust growth in FY27. Backed by a healthy order book and a strong balance sheet, we are dedicated to maximizing stakeholder value for the long term.   
  • 3.  Similarly, the publishers, they are changing their books and the government is spending a lot on Sarva Shiksha Abhiyan. That budget is also increasing. So definitely the robust demand presently in India is mainly because of the new education policy. But the effect is being felt slowly. So, there is not sudden outburst of demand that. That you can say. So, the syllabus changes and then the publisher changing, normally by this time of the season starting from January it used to be a low demand period, but presently we are having very robust demand, and we are not able to fulfill the demand of the market because of the increase in demand from the market because of new education policy only because lot of syllabus changes are happening.

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