| Management target | Revenue 10.0% FY27 |
|---|
| Revenue growth | FY26 operating income up 10% YoY to ₹1881 Cr. |
|---|---|
| Margins | Gross margins at 33%; compression seen in Q4 vs prior year. |
| Demand visibility | High demand in Tier 2/3 cities; seasonal summer stocking active. |
| Management confidence | Balanced; optimistic on volume but cautious on raw material volatility. |
Growth
Operating income grew 10% YoY in FY26; Q4 volume growth accelerated to 12% driven by economy segments.
Outlook
Targeting double-digit revenue growth and improved margins for FY27; net debt reduction to zero by FY28.
Risks
Gross margins compressed by 169 bps due to elevated raw material costs and product mix shifts.
Last quarter's promises, checked
Delivered
- Guided 160 days cash cycle → delivered 154 days (= BEAT)
- Guided debt reduction → delivered INR 50 crore repayment (= BEAT)
- Guided Project Lakshya Phase 2 launch → delivered pilot run commenced (= BEAT)
Partly delivered
- Guided premium segment growth → delivered Force NXT +24% but economy mix rose to 47% (= PARTIAL)
Missed
- Guided double-digit EBITDA margin → delivered 9.3% in Q4 (= MISS)
Earnings Call Transcript filed with BSE, NSE: DOLLAR. Summary written with AI assistance from the document.
Dollar Industries Ltd: key numbers
- Share price
- ₹270.45
- Market cap
- ₹1,534 Cr
- Revenue (annual)
- ₹1,881 Cr
- Net profit (annual)
- ₹107.4 Cr
- P/E (TTM)
- 13.7×Sector 55.7×
- Promoter holding
- 72.57%+0.09% QoQ
- FII holding
- 2.55%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Dollar Industries Ltd
All →Dollar Industries Investor Presentation: Key Takeaways
Dollar Industries reported Q1 FY27 Revenue of ₹4,048 Mn with a 22.1% YoY PAT growth. Focus remains on 'Project Lakshya' distribution overhaul and expanding the higher-margin 'Dollar Protect' and women's segments.
Dollar Industries Q1 FY27 Results: Net Profit ₹26.3 Cr, Up 20.6% YoY
Dollar Industries Ltd reported revenue from operations of ₹404.8 Cr (+1.4% YoY) and net profit of ₹26.3 Cr (+20.6% YoY) for Q1 FY27.
- Key figure
- Net profit ₹26.3 Cr · +20.6% YoY
Dollar Industries Earnings Call: Key Takeaways
Dollar Industries reported Q4FY26 revenue of ₹622 cr (up 13.2% YoY) and PAT of ₹33 cr (up 11.4%). Focus remains on Project Lakshya Phase 2 and non-traditional channels.
Dollar Industries Earnings Call: Key Takeaways
Dollar Industries is prioritizing margins over volume in a hyper-competitive, deflationary environment, leveraging backward integration to offset pricing pressures.
Dollar Industries Earnings Call: Key Takeaways
Dollar Industries delivered robust performance in FY26 with 10% revenue growth and 18% PAT growth, driven by volume increases and premium segment expansion.
Dollar Industries Q4 FY26 Results: Net Profit ₹33 Cr, Up 10.4% YoY
Dollar Industries Ltd reported revenue from operations of ₹621.5 Cr (+13.2% YoY) and net profit of ₹33 Cr (+10.4% YoY) for Q4 FY26.
- Key figure
- Net profit ₹33 Cr · +10.4% YoY