| Revenue growth | Q2 revenue +17.6% YoY; H1 +18.4%; flood hit 300-350bps. |
|---|---|
| Margins | EBITDA margin 12.4%, flat QoQ; 16-17% target pushed out. |
| Demand visibility | Positive demand across categories; management hopeful for back-to-school H2. |
| Management confidence | Balanced to defensive; defers margin recovery, reaffirms 18-20% growth. |
Growth
Q2 revenue grew 17.6% YoY and H1 grew 18.4%, with over 80% from volume and about 20% from realisations. Gujarat floods cut growth by an estimated 300-350 bps and caused a ₹10.4 Cr exceptional loss, with insurance claims lodged.
Outlook
FY27 consolidated sales growth guided at 18-20%, reaffirmed. H2 capex ₹100-125 Cr; Reynolds pen revenue from Q3 FY27. Baby hygiene long-term EBITDA margin 8-10%; no timeline for the 16-17% group target.
Risks
Raw material prices peaked and kept rising into October, and the 16-17% EBITDA margin target is deferred 'a couple of quarters'. Debt has roughly doubled to about ₹200 Cr and free cash flow is weaker.
Last quarter's promises, checked
Partly delivered
- Guided FY27 sales growth 18-20% → H1 +18.4%, Q2 +17.6%, FY reaffirmed (= PARTIAL)
- Guided Reynolds manufacturing from end-Q2 FY27 → Reynolds pen revenue from Q3 FY27 (= PARTIAL)
- RM inflation ~20% with 4-5% price pass-through (500bps gap) → ~15% inflation still not recovered (= PARTIAL)
Missed
- Guided 16-17% EBITDA margin recovery (Q1 call: 'probably the bottom') → Q2 12.4%, flat QoQ, target deferred 'a couple of quarters' (= MISS)
- Guided ~300,000 sq ft operational by end-Q2 FY27 → 170,000 sq ft commissioned (= MISS)
Earnings Call Transcript filed with NSE, NSE: DOMS. Summary written with AI assistance from the document.
DOMS Industries Ltd: key numbers
- Share price
- ₹2,053.90
- Market cap
- ₹12,465 Cr
- Revenue (annual)
- ₹2,326 Cr
- Net profit (annual)
- ₹230.2 Cr
- P/E (TTM)
- 63.5×Sector 47.2×
- Promoter holding
- 63.39%+0.00% QoQ
- FII holding
- 7.31%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from DOMS Industries Ltd
All →DOMS Industries Management Change
DOMS Industries' Company Secretary and Compliance Officer, Mitesh Padia, resigned, effective December 31, 2026. He cited an alternate career opportunity.
DOMS Industries Results Update
DOMS Industries reported Q2 FY27 revenue up 17.6% to ₹667.8 Cr, but PAT fell 37% to ₹38.3 Cr after a ₹10.4 Cr flood-related exceptional charge. The release is a results presentation with no Reg 33 statement attached.
DOMS Industries Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹667.8 Cr (+17.6%), EBITDA ₹82.8 Cr (12.4% margin), PAT ₹38.3 Cr (-37%) after ₹10.4 Cr flood loss. H1 revenue +18.4% to ₹1,338.3 Cr. Growth is volume-led.
DOMS Industries Q2 FY27 Results: Net Profit ₹38.3 Cr, Down 37.1% YoY
DOMS Industries Ltd reported revenue from operations of ₹667.8 Cr (+17.6% YoY) and net profit of ₹38.3 Cr (-37.1% YoY) for Q2 FY27.
- Key figure
- Net profit ₹38.3 Cr · -37.1% YoY
DOMS Industries Other Announcement
DOMS Industries filed its quarterly shareholding pattern for the period ended 30 September 2026. It is a periodic statement with no transaction or reclassification.
DOMS Industries Board Meeting Date
DOMS Industries has scheduled a board meeting for 2 November 2026 to consider unaudited standalone and consolidated results for the quarter and six months ended September 2026. The trading window remains closed until 48 hours after the results are declared.