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Earnings Call

Page Industries Earnings Call: Key Takeaways

Page Industries reported strong Q4 FY26 results with 14.1% revenue growth and 9% PAT growth, driven by volume-led demand and strategic initiatives.

Highlights
Revenue growth14.1% YoY for Q4; 6.3% YoY for FY26.
MarginsQ4 EBITDA margin 20.8%; FY26 margin 22%. Guidance remains 19-21%.
Demand visibilityMeaningful improvement in consumer sentiment and retail demand across categories.
Management confidencePositive on underlying demand and long-term growth trajectory.

Growth

Q4 revenue ₹12,526M (+14.1% YoY); volume +10.8%. FY26 revenue ₹52,468M (+6.3%) and PAT ₹7,638M (+4.8%).

Outlook

EBITDA margin guidance maintained at 19-21%. Targeting double-digit volume growth; marketing spend to increase to 5%.

Risks

Inflationary pressure in cotton and raw materials; macroeconomic volatility impacting consumer sentiment.

Source

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

Read the document ↗

Page Industries Ltd: key numbers

Share price
₹37,695.00
Market cap
₹42,045 Cr
Revenue (annual)
₹5,247 Cr
Net profit (annual)
₹763.8 Cr
P/E (TTM)
55.6×Sector 55.7×
Promoter holding
42.89%+0.00% QoQ
FII holding
18.91%Current quarter

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

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Value
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