ALFA Finder| Revenue growth | FY26: ₹4,211 cr; FY27 Target: ₹5,500 cr. |
|---|---|
| Margins | Targeting 13% EBITDA in FY27, up from 11% in FY26. |
| Order book | Stable; no customer loss or order cancellations in FY26. |
| Demand visibility | Improving as US tariff overhang eases; normalized inventory flow. |
| Management confidence | High; citing US tariff clarity and ramping utility bedding. |
Growth
FY26 revenue grew 0.5% YoY; EBITDA declined to ₹461 cr with 11% margin vs 13.8% in FY25 due to incubation costs.
Outlook
FY27 guidance: ₹5,500 cr revenue (>30% growth), 13% EBITDA margin, and 105-110 million meter volume target. Planned capex of ₹250 cr.
Risks
US tariff volatility (now reduced), elevated raw material costs (cotton/yarn/energy), and potential global inflationary pressures.
Last quarter's promises, checked
Delivered
- New business run rate USD 100mn → delivered ₹792 cr (= BEAT)
- Net debt reduction vs March '25 → delivered ₹215 cr reduction (= BEAT)
- US facility utilization 65% → delivered 60-65% (= BEAT)
Partly delivered
- Revenue doubling by FY28 → delivered 0.5% YoY growth in FY26 (= PARTIAL)
Missed
- EBITDA margin target 15-16% → delivered 11% (= MISS)
Earnings Call filed with BSE, NSE: ICIL. Summary written with AI assistance from the document.
Indo Count Industries Ltd: key numbers
- Share price
- ₹546.35
- Market cap
- ₹10,821 Cr
- Revenue (annual)
- ₹4,141 Cr
- Net profit (annual)
- ₹126.7 Cr
- P/E (TTM)
- 44.4×Sector 48.2×
- Promoter holding
- 58.74%+0.00% QoQ
- FII holding
- 10.68%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Indo Count Industries Ltd
All →Indo Count Industries Earnings Call Transcript: Key Takeaways
Record Q2 FY27 EBITDA ₹259 Cr (15.3% margin) on 57% income growth; margin beat is real, but FY27 targets rest on hedged language.
- Call
- Guides 100% growth
Indo Count Industries Results Update
Indo Count reported record Q2 FY27 income of ₹1,699 Cr and PAT of ₹132 Cr. H1 EBITDA grew 73% YoY to ₹420 Cr.
Indo Count Industries Investor Presentation: Key Takeaways
Q2 FY27 total income Rs1,699Cr (+57% YoY), EBITDA Rs259Cr at 15.3% margin, PAT Rs132Cr. H1 income Rs2,923Cr (+43%). Strategy: scale US utility bedding and brands toward 2x revenue by 2028.
- Call
- Guides 31% growth
Indo Count Industries Q2 FY27 Results: Net Profit ₹131.9 Cr, Up 238.2% YoY
Indo Count Industries Ltd reported revenue from operations of ₹1,673 Cr (+57.5% YoY) and net profit of ₹131.9 Cr (+238.2% YoY) for Q2 FY27.
- Key figure
- Net profit ₹131.9 Cr · +238.2% YoY
Indo Count Industries Board Meeting Date
Indo Count Industries scheduled its Board meeting for November 4, 2026, to approve Q1 and H1 FY27 results. Trading window remains closed until 48 hours post-declaration.
Indo Count Industries Capital Structure Change
Lhochhar Trust indirectly acquired Indo Count Industries' 31.31% voting rights via testamentary transmission of Sandridge's holding company. No direct shares transferred and no consideration was paid.