Sarla Performance Fibres - Another Interesting Textile Story in Making?

Hi All, company has come out with outstanding set of numbers for Q1 FY 2016. Below is the quick analysis of numbers -

+5.1% and +5.3% y-o-y improvement in EBITDA margin in standalone and consolidated resp.
+33.5% and +58.1% growth in PAT in standalone and consolidated resp.
very sizeable improvement in gross profit margin

http://corporates.bseindia.com/xml-data/corpfiling/AttachLive/220CB3D8_7C59_4C01_91C8_C4B5C00B9B66_151920.pdf

It is important to track following things now -

  1. how is the USA plant picking up - expected capacity utilization this year and hence revenue. And how has been client reaction for supplies from USA plant?
  2. are the margins sustainable (gross profit margin and EBITDA margin)
  3. Is relationship with Hanes auguring well for business at USA plant ?
  4. Co. expected to sign up major client by Q1 FY2016 (as indicated in Q3 FY 2015 con call) - any update
  5. any plans to increases capacity at pilot plant set up at Silvassa for Nylon 66
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