Sunday, 27 September 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Earnings Call Transcript

Indigo Paints Earnings Call Transcript: Key Takeaways

Indigo Paints reported Q4 FY26 standalone revenue growth of 8.4% and EBITDA margins of 23.0%. Strategy shifts toward aggressive market share acquisition even at the cost of slight gross margin moderation.

Guidance and delivery
Management target Revenue 24.0% FY27
Highlights
Revenue growth8.4% Standalone Q4 growth; 4.8% Consolidated FY26 growth.
MarginsGross margin 48.6% (Q4); willing to sacrifice 200bps for growth.
Order bookStrong order visibility for Apple Chemie subsidiary.
Demand visibilityDecisive demand uptick since Nov 2025; strong momentum last 5 months.
Management confidenceHigh; pursuing aggressive top-line growth and market share gains.

Growth

FY26 consolidated revenue rose 4.8% to INR 1,405 Cr; Q4 consolidated revenue grew 9.7% YoY.

Outlook

Targeting 24% growth in FY27 (2x industry). New Jodhpur plant operational by June 2026; no major capex until FY29.

Risks

Unprecedented spike in raw material costs in March 2026 due to Middle East conflict; volatile consumer sentiment.

Last quarter's promises, checked

Delivered

  • Jodhpur water-based plant commissioning by June 2026 → On track for June 2026 (= BEAT)
  • Differentiated products to offset cost pressure → Q4 Gross Margin 48.6% vs 47.4% YoY (= BEAT)
  • Expand dealer network → Reached 19,350+ active dealers (= BEAT)

Partly delivered

  • Maintain industry-leading margins → Q4 PAT margin 14.4% vs 15.3% YoY due to treasury losses (= PARTIAL)
Source

Earnings Call Transcript filed with NSE, NSE: INDIGOPNTS. Summary written with AI assistance from the document.

Read the document ↗

Indigo Paints Ltd: key numbers

Share price
₹1,128.60
Market cap
₹5,387 Cr
Revenue (annual)
₹1,405 Cr
Net profit (annual)
₹145.1 Cr
P/E (TTM)
33.5×Sector 45.9×
Promoter holding
53.88%+0.00% QoQ
FII holding
5.73%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from Indigo Paints Ltd

All →
14:04 IST BSE
Annual General Meeting

Indigo Paints Annual General Meeting

Indigo Paints held its 26th Annual General Meeting on September 12, 2026. Shareholders adopted financial results, approved the final dividend, and ratified director appointments.