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Earnings Call

Indo Count Industries Earnings Call: Key Takeaways

Indo Count reported FY26 revenue of ₹4,211 Crs with 11% EBITDA margin, navigating US tariff challenges while scaling its 'New Business' segment by over 12x since FY23.

Highlights
Revenue growthFY26 +0.5% YoY; FY27 guidance of ~31% growth.
MarginsFY26 11%; targeting ~13% in FY27 as margins normalize.
Demand visibilityStrong momentum in New Business; core business remains resilient.
Management confidenceHigh, focusing on sweating assets and improving operating leverage.

Growth

FY26 revenue up 0.5% YoY; New Businesses (Utility/USA Brands) revenue surged to ₹792 Crs (19% of total).

Outlook

Targeting ~₹5,500 Crs revenue (+31% growth) in FY27 with ~13% EBITDA margin; aspiring to double FY25 revenue by 2028.

Risks

Ongoing West Asia conflict and US tariff volatility (fluctuating between 10%-50%) impact profitability and volume.

Source

Earnings Call filed with BSE, NSE: ICIL. Summary written with AI assistance from the document.

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Indo Count Industries Ltd: key numbers

Share price
₹445.75
Market cap
₹8,828 Cr
Revenue (annual)
₹4,141 Cr
Net profit (annual)
₹126.7 Cr
P/E (TTM)
58.5×Sector 55.7×
Promoter holding
58.74%+0.00% QoQ
FII holding
10.14%Current quarter

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

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21:51 IST BSE
Business Update

Indo Count Industries Business Update

Indo Count Industries has resumed operations at its Bhilad, Gujarat facility following a temporary disruption. The company anticipates no material financial impact from the incident.

14:29 IST BSE
Financial Results

Indo Count Industries Q1 FY27 Results: Net Profit ₹63.2 Cr, Up 62.1% YoY

Indo Count Industries Ltd reported revenue from operations of ₹1,207 Cr (+25.9% YoY) and net profit of ₹63.2 Cr (+62.1% YoY) for Q1 FY27.

Key figure
Net profit ₹63.2 Cr · +62.1% YoY