| Management target | Revenue 15.0% FY27 |
|---|
| Revenue growth | 10.6% YoY revenue growth; domestic sales up 13%. |
|---|---|
| Margins | EBITDA margins fell to 16.7% from 17.9% QoQ on costs. |
| Demand visibility | Strong domestic back-to-school demand; export demand impacted by shipping delays. |
| Management confidence | Balanced; cautious on short-term costs but confident in FY27 guidance. |
Growth
11% YoY revenue growth driven by domestic demand and new pen launches, but impacted by a 5% export decline.
Outlook
Management reiterated 15% revenue growth guidance and 17.5-18% EBITDA margin target for FY27.
Risks
Raw material cost volatility, West Asia shipping disruptions, and high working capital due to inventory stocking.
Last quarter's promises, checked
Delivered
- Guided 15% revenue growth → delivered 15.8% (= BEAT)
- Guided 15% growth in Pens → delivered 15.8% overall (= BEAT)
- Valsad facility commencement Q1 FY27 → on track (= BEAT)
Partly delivered
- Targeted inventory reduction → increased from 87 to 97 days (= PARTIAL)
Missed
- Guided 18% EBITDA margin → delivered 16.7% (= MISS)
- Guided 15% revenue growth → delivered 10.6% YoY current quarter (= MISS)
Earnings Call Transcript filed with BSE, NSE: FLAIR. Summary written with AI assistance from the document.
Flair Writing Industries Ltd: key numbers
- Share price
- ₹237.58
- Market cap
- ₹2,504 Cr
- Revenue (annual)
- ₹1,250 Cr
- Net profit (annual)
- ₹139.8 Cr
- P/E (TTM)
- 17.9×Sector 41.4×
- Promoter holding
- 78.59%+0.00% QoQ
- FII holding
- 0.77%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Flair Writing Industries Ltd
All →Flair Writing Industries Investor Presentation: Key Takeaways
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Flair Writing Industries Ltd reported revenue from operations of ₹319.2 Cr (+10.6% YoY) and net profit of ₹29.1 Cr (+0.3% YoY) for Q1 FY27.
- Key figure
- Net profit ₹29.1 Cr · +0.3% YoY
Flair Writing Industries Earnings Call: Key Takeaways
Flair delivered 15.8% revenue growth in FY26, diversifying beyond pens into high-growth Creative and Steel Bottles segments which now contribute 31% of revenue.
Flair Writing Industries Earnings Call: Key Takeaways
Flair Writing met its 15.8% revenue growth guidance but faces immediate margin pressure from surging crude-linked raw material costs due to West Asia geopolitical conflicts.
Flair Writing Industries Earnings Call: Key Takeaways
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Flair Writing Industries Ltd reported revenue from operations of ₹322.9 Cr (+8.4% YoY) and net profit of ₹36.5 Cr (+18.5% YoY) for Q4 FY26.
- Key figure
- Net profit ₹36.5 Cr · +18.5% YoY