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Earnings Call

JSW Dulux Earnings Call: Key Takeaways

JSW Dulux delivered a strong Q4 FY26 with 6% revenue growth and 52% PAT growth, driven by a real estate asset sale. Focus shifts to market share gains.

Highlights
Revenue growth6% YoY in Q4; -1% for FY26 (ex-carve out).
MarginsGM% contracted to 40.6% from 43.8% due to business mix.
Order bookStrong growth in Oil & Gas and Infrastructure orders.
Demand visibilityStrong traction in retail and semi-urban geographies.
Management confidenceRenewed focus in H2 led to 23% volume growth in Q4.

Growth

Q4 revenue grew 6% YoY to ₹883.3 Cr. FY26 PAT surged 443% due to ₹1,874 Cr business sale in Q2.

Outlook

Targets geographic expansion to 6,000 towns by next year; focus on innovation and value engineering to scale operations.

Risks

Raw material price volatility (spiked in March) and high competitive intensity in decorative and mid-market segments.

Source

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

Read the document ↗

JSW Dulux Ltd: key numbers

Share price
₹3,199.60
Market cap
₹14,654 Cr
Revenue (annual)
₹3,599 Cr
Net profit (annual)
₹1,974 Cr
P/E (TTM)
7.5×Sector 45.9×
Promoter holding
61.20%+0.00% QoQ
FII holding
8.49%Current quarter

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

More from JSW Dulux Ltd

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20:13 IST BSE
Legal & Regulatory

JSW Dulux Legal & Regulatory

JSW Dulux Limited received a Show Cause Notice from the West Bengal GST Department for Rs. 0.57 Crore regarding Input Tax Credit disallowance.

Value
₹0.57 Cr
From
West Bengal GST Department
16:58 IST BSE
Legal & Regulatory

JSW Dulux Legal & Regulatory

JSW Dulux reported that the Karnataka GST Department nullified the entire aggregate demand of Rs. 14.76 Crore. The company successfully appealed the original tax demand order.

Value
₹14.76 Cr
11:35 IST BSE
Annual General Meeting

JSW Dulux Annual General Meeting

JSW Dulux intimated that e-voting for its postal ballot on face-value split and capital clause alterations closed on 20 September 2026. Results await the Scrutinizer's report.

13:47 IST NSE
Legal & Regulatory

JSW Dulux Legal & Regulatory

JSW Dulux received a Karnataka GST Show Cause Notice demanding Rs.10.61 Crore for ITC disallowance (April 2022–March 2023). The company is responding within the stipulated timeline.

Value
₹10.61 Cr
17:22 IST BSE
Legal & Regulatory

JSW Dulux Legal & Regulatory

JSW Dulux received a GST show cause notice from the Karnataka GST Department demanding ₹48.59 Crore. The company is preparing its response to the authorities.

Value
₹48.59 Cr