Please find attached the transcript pertaining to the earnings call which was held on November 05, 2026.

Date: November 09, 2026 National Stock Exchange of India Limited BSE Limited Exchange Plaza, Plot No. C/1, G Block, Bandra- Phiroze Jeejeebhoy Towers, Dalal Street, Kurla Complex, Mumbai-400001. Bandra (East), Mumbai-400051. Trading Symbol: SANATHAN Scrip Code: 544314 Ref. No: - 2026-2027/Nov26/161 Dear Sirs/Madam, Sub: Earnings Call Transcript pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 We hereby submit, pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations 2015, the transcript of the earnings call held on Thursday, November 05, 2026, at 05:00 PM IST regarding the un-audited standalone and consolidated financial results of the Company for the quarter and half year ended on September 30, 2026. The transcript has been uploaded on the website of the Company within the prescribed timeline and can be accessed at the following weblink: https://www.sanathan.com/investor-relations/financial-performance We request you to take the same on your record. Thanking You, Yours faithfully, For Sanathan Textiles Limited Jude Patrick Dsouza Company Secretary and Compliance Officer “Sanathan Textiles Limited Q2 FY27 Earnings Conference Call” November 05, 2026 MANAGEMENT: MR. PARESH DATTANI – CHAIRMAN AND MANAGING DIRECTOR – SANATHAN TEXTILES LIMITED MR. SAMMIR DATTANI – EXECUTIVE DIRECTOR – SANATHAN TEXTILES LIMITED MR. SANJAY SHAH – CHIEF FINANCIAL OFFICER – SANATHAN TEXTILES LIMITED MR. JUDE D'SOUZA – COMPANY SECRETARY AND COMPLIANCE OFFICER – SANATHAN TEXTILES LIMITED Page 1 of 14 Sanathan Textiles Limited November 05, 2026 Moderator: Ladies and gentlemen, good day and welcome to Q2 FY 2027 Earnings Conference Call of Sanathan Textiles. As a reminder, all participant lines will be in listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing star then zero on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Jude D'souza from Sanathan Textiles. Thank you, and over to you, sir. Jude D'souza: Good evening, ladies and gentlemen. It is my privilege to welcome you all to the earnings conference call of Sanathan Textiles Limited for the second quarter of financial year 2026-2027, ended September the 30th, 2026. Before we begin, I would like to remind everyone that certain statements made during this call, including comments on outlook, expectations, future plans, capacity expansion, and business strategy, may be forward-looking in nature. These statements are based on management's current assumptions and assessments and are subject to various risks and uncertainties. Actual results may therefore differ materially from those expressed or implied during the discussion. Joining us today are Mr. Paresh Dattani, the Chairman and Managing Director, Mr. Sammir Dattani, the Executive Director, and Mr. Sanjay Shah, the Chief Financial Officer. The results, the press release, and the investor presentation for the quarter has already been uploaded on the stock exchange. The call is being recorded, and a transcript of the discussion will be made available on the website of the stock exchange and the company. I would now like to invite Mr. Paresh Dattani, the Chairman and Managing Director, to share his opening remarks. Paresh Dattani: Thank you, Jude, and a very good evening to everyone joining us today. When we spoke to you in the last call, the first quarter of FY 2027 had unfolded against a backdrop of significant global volatility, driven largely by the conflict in West Asia and its effect on energy and raw material markets in general. In that environment, our priorities were clear: secure raw material supplies, place our offerings with customers, and keep our plants running without disruption and at high efficiency. The second quarter built on that groundwork as raw material and product prices stabilized. Customers who had deferred purchases during the uncertainty of Q1 returned to normal buying patterns. Domestic demand for our products stayed strong throughout the period. Our performance this quarter was driven primarily by the continued ramping up of our Punjab facility, which is now contributing meaningfully to volumes, along with higher capacity utilizations across our operations. Consolidated sales volumes rose to 1.22 lakh metric tons from 96,000 metric tons in the first quarter. As a result, consolidated revenue from operations grew 35.16% quarter-on-quarter to INR1,804 crores, driven by the ramp-up at Punjab and higher selling prices. Consolidated EBITDA rose 43.2% sequentially and 144.94% year-on-year to INR155 crores. With higher volumes in Punjab, our fixed costs were absorbed over a larger base, and a better realization supported our margins. One measure we track closely is EBITDA per ton. It tells us Page 2 of 14 Sanathan Textiles Limited November 05, 2026 how efficiently we turn every ton that we produce into earnings, and the more we optimize it, the stronger our profitability becomes. At a consolidated level, EBITDA per ton rose 13% over the last quarter to INR12,725 per ton. I want to come back to a point I made on the last call. In quarter one, the full depreciation and interest on the Punjab plant came into the P&L for the first time, and that absorbed most of our EBITDA growth. This quarter, depreciation and finance costs together rose only by about INR5 crores sequentially, while consolidated EBITDA rose by about INR47 crores quarter-on-quarter. Further, I am happy to inform that this quarter, our Punjab plant has become PAT positive, due to which the consolidated profit after tax more than doubled, rising 157% quarter-on-quarter to INR61 crores, and 204% year-on-year. As Punjab scales up, the operating leverage of our expanded base is starting to show in the bottom line. At the standalone level, revenue grew 22% sequentially to INR992 crores on the back of higher selling prices. Standalone EBITDA stood at INR84 crores as raw material costs rose and spreads normalized, but higher than the same quarter last year, supported by strong demand and better spreads. Our disciplined approach to raw material procurement and our presence across polyester, cotton, and technical textiles continue to serve us well. I'm also pleased to share that our expanded technical textiles capacity at Silvassa commenced production on August 20th, 2026, doubling our installed capacity from 9,000 metric tons per annum to 18,000 metric tons per annum. This strengthens our presence in a higher value-added segment and adds a further lever for margin improvement. The global environment remains fluid, and we continue to operate with strategic caution, disciplined execution, and prudent capital allocation. We remain focused on further improving efficiency and expanding our capacity with the aim of sustaining this momentum while keeping a sharp focus on margins. I will now hand over to Sammir Dattani to walk you through the operational performance. Thank you. Sammir Dattani: Thank you, Chairman, and good evening, everyone. I will briefly take you through the operational performance across our manufacturing facilities for the quarter. The headline for the quarter is volume. At a consolidated level, we produced about 1.15 lakh metric tons and sold about 1.22 lakh metric tons of yarn. This was driven by growing demand, better capacity utilization, and a rising share of business with our customers. Of the volume sold, approximately 58,000 metric tons of sale came from Silvassa and 64,000 metric tons of sale from the Punjab facility. Sales ran ahead of production as customers returned to normal buying patterns after deferring purchases in Q1. At Punjab, phase one is now fully operational, which marks an important milestone in the company's journey. Building on this, our focus during t [Showing first 8,000 characters — download PDF for full document]