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Earnings Call

Pidilite Industries Earnings Call: Key Takeaways

Pidilite delivered strong Q4 FY26 results with Consolidated Revenue up 14.1% to ₹3,572 Cr and PAT growth of 36.6%, driven by robust volume-led expansion and margin improvement.

Highlights
Revenue growth14.1% YoY consolidated for Q4.
MarginsConsolidated EBITDA margin improved ~310 bps to 23.3% in Q4.
Demand visibilityPositive momentum in domestic demand expected to continue.
Management confidenceHigh: confident in disciplined execution and domestic demand momentum.

Growth

Standalone Revenue grew 15.3% aided by 15.3% UVG. Consolidated FY26 PAT rose 17.9% to ₹2,471 Cr.

Outlook

Management expects domestic demand momentum to continue. Focus remains on profitable volume-led growth and supply chain investments.

Risks

Rising bond yields impacting investment returns; lower exports hitting Industrial Products revenue; potential input cost volatility.

Source

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

Read the document ↗

Pidilite Industries Ltd: key numbers

Share price
₹1,517.20
Market cap
₹1,54,533 Cr
Revenue (annual)
₹14,601 Cr
Net profit (annual)
₹2,449 Cr
P/E (TTM)
58.3×Sector 37.5×
Promoter holding
69.24%-0.08% QoQ
FII holding
11.69%Current quarter

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

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