ALFA Finder| Revenue growth | Q2 +14.3% YoY; H1 +8.4% YoY |
|---|---|
| Margins | Gross margin 31.8%, down 298 bps YoY on cotton |
| Demand visibility | Quick commerce, exports, Thermals growing strongly |
| Management confidence | Confident; no quantified guidance given |
Growth
Q2 revenue +14.3% YoY; H1 revenue +8.4% to ₹9,441 Mn. Gross profit +4.5%, operating EBITDA +0.4%, PAT +1.7% YoY.
Outlook
No numeric guidance. Management targets profitable growth via cost discipline, operating efficiencies and higher H2 volumes; ad spend capped at ₹1,000 Mn.
Risks
Cotton inflation cut gross margin 298 bps YoY and 558 bps QoQ. Operating EBITDA margin down 155 bps; PAT margin down 82 bps.
Last quarter's promises, checked
Delivered
- Guided FY27 rev growth 11–13% → Q2 +14.3% YoY (= BEAT, Q2 only)
Partly delivered
- Guided double-digit FY27 volume growth → H1 volume +3.5% (= PARTIAL)
- Guided 11–12% margin sustained → Q2 11.2%, -155 bps YoY (= PARTIAL)
Missed
- Guided zero total debt by FY28; Q1 net debt ₹192 Cr → Q2 ₹288 Cr (= MISS)
- Guided no margin hit, cotton stable; Q1 GM 37.4% → Q2 31.8% (= MISS)
- Guided FY27 EBITDA margin 11.5–12.5% → Q2 11.2% (= MISS)
Investor Presentation filed with NSE, NSE: DOLLAR. Summary written with AI assistance from the document.
Dollar Industries Ltd: key numbers
- Share price
- ₹267.52
- Market cap
- ₹1,517 Cr
- Revenue (annual)
- ₹1,881 Cr
- Net profit (annual)
- ₹107.4 Cr
- P/E (TTM)
- 13.5×Sector 46.9×
- Promoter holding
- 72.57%+0.00% QoQ
- FII holding
- 0.55%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 Results Update
Dollar Industries reported Q2 FY27 consolidated operating income of Rs. 53,928 lacs, up 14.3% YoY. Operating EBITDA was Rs. 6,054 lacs and PAT Rs. 3,579 lacs.
Dollar Industries Q2 FY27 Results: Net Profit ₹35.3 Cr, Up 1.4% YoY
Dollar Industries Ltd reported revenue from operations of ₹539.3 Cr (+14.3% YoY) and net profit of ₹35.3 Cr (+1.4% YoY) for Q2 FY27.
- Key figure
- Net profit ₹35.3 Cr · +1.4% YoY
Dollar Industries Board Meeting Date
Dollar Industries will hold a board meeting on 12 November 2026 to consider unaudited standalone and consolidated half-yearly results for the period ended September 2026. The filing is a prior intimation with no amount stated.
Dollar Industries Other Announcement
The company has filed its quarterly shareholding pattern disclosure as required under SEBI Regulation 31.
Dollar Industries Earnings Call Transcript: Key Takeaways
Dollar Industries reports FY26 revenue growth of 10% despite margin compression from high cotton prices, shifting focus toward D2C and premium segments.
- Call
- Guides 10% growth
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.