ALFA Finder| EBITDA Margin: guided vs achieved | 20.80% achieved Guided 19.00%–21.00% |
|---|---|
| Management target | Revenue |
| Revenue growth | 11.5% YoY growth; Q2 revenue ₹14,396.1 million. |
|---|---|
| Margins | EBITDA margin at 20.8% vs 21.7% YoY due to cost inflation. |
| Demand visibility | Positive underlying demand; festive shift pushed primary volumes to Q3. |
| Management confidence | Confident in demand resilience despite transitory festive shifts and cost pressures. |
Growth
Revenue grew 11.5% YoY, partly supported by a 2.5% price hike, while volumes grew 5.5%.
Outlook
Management maintains double-digit volume growth guidance for FY27, banking on a strong H2 recovery.
Risks
Persistent high cotton and crude-based material costs; FEMA compliance penalties (estimated up to ₹48 Crores).
Last quarter's promises, checked
Delivered
- EBITDA margin 19–21% (FY) → 20.8% (= BEAT)
- Q2 catch-up of ~3 days undelivered billing → revenue +11.5% YoY vs Q1 +7.9% (= BEAT)
- Disney/Marvel go-to-market end-June → range launched (= BEAT)
Partly delivered
- May 2.2% price hike fully flowing in Q2, restoring Q1 gross margin → EBITDA 20.8% vs 21.7% YoY (= PARTIAL)
- Odisha/K.R. Pet scale-up → 'ramping', no capacity milestone disclosed (= PARTIAL)
Missed
- Above-average Q2 volume to recover Q1 shortfall, double-digit FY27 volume → volume +5.5% YoY (= MISS)
Earnings Call Transcript filed with NSE, NSE: PAGEIND. Summary written with AI assistance from the document.
Page Industries Ltd: key numbers
- Share price
- ₹31,850.00
- Market cap
- ₹35,525 Cr
- Revenue (annual)
- ₹5,247 Cr
- Net profit (annual)
- ₹763.8 Cr
- P/E (TTM)
- 47.0×Sector 48.2×
- Promoter holding
- 42.89%+0.00% QoQ
- FII holding
- 18.79%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Page Industries Ltd
All →Page Industries Dividend
Page Industries' board declared an interim dividend of ₹150 per equity share on 12 November 2026, with a record date of 18 November 2026. The filing does not state the total payout amount.
Page Industries Investor Presentation: Key Takeaways
Q2 FY27 revenue Rs 14,396mn (+11.5% YoY), EBITDA Rs 3,001mn (20.8% margin), PAT Rs 2,025mn (+4%). Volume-led growth; festive demand and new launches cited.
Page Industries Q2 FY27 Results: Net Profit ₹202.5 Cr, Up 4.0% YoY
Page Industries Ltd reported revenue from operations of ₹1,440 Cr (+11.5% YoY) and net profit of ₹202.5 Cr (+4.0% YoY) for Q2 FY27.
- Key figure
- Net profit ₹202.5 Cr · +4.0% YoY
Page Industries Board Meeting Date
Page Industries has intimated a board meeting on 12 Nov 2026 to consider Q2 FY27 unaudited results and 2nd interim dividend. Record date for the proposed dividend is 18 Nov 2026.
Page Industries Legal & Regulatory
Page Industries disclosed an update on the Yellow Flower Trading LLC litigation, which the Dubai Court dismissed. Both the company and YFT have filed separate appeals on jurisdiction and dismissal.
Page Industries Other Announcement
Page Industries Ltd has filed its quarterly shareholding pattern under Regulation 31(1)(b) for the quarter ended September 30, 2026.