Simplify's take
What believers are saying
- Q2 FY27 net profit jumped 93% to ₹175.5 crore, driven by margin expansion.
- EBITDA margin widened to 18% in Q2 FY27, showing sharper operating leverage.
- Dhar's 199,680-spindle plant and 80 MW renewable project support capacity and cost gains.
What critics are saying
- Q2 FY27 revenue fell 3.8% to ₹1,719 crore, signaling weak demand.
- Trident still depends heavily on US home-textile customers and tariff exposure through 2029.
- ₹4,650 crore capex adds execution and funding risk; a demand miss can trap returns.
What makes Trident unique
- Trident Ltd spans yarn, home textiles, paper, and renewable power across integrated plants.
- November 2026 board approval committed ₹4,650 crore to scale Budhni, Dhar, and sheeting.
- CRISIL reaffirmed AA/Stable on August 25, 2026, validating balance-sheet durability.
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