| Revenue growth | 15.3% stand-alone value growth in Q4 FY26. |
|---|---|
| Margins | EBITDA margin expanded 280 bps to 23.4% due to operating leverage. |
| Order book | Very healthy order book in Nina waterproofing business despite local restrictions. |
| Demand visibility | Strong buoyancy in urban demand; Rurban performance remains healthy. |
| Management confidence | Strong; noted 'all batsmen played well' regarding business segments. |
Growth
Stand-alone revenue grew 15.3% (value and volume). Consolidated PAT up 36.6% for Q4; FY26 revenue up 11.1%.
Outlook
EBITDA margin corridor guided at 20-24%; annual capex at 3-5% of revenue; commissioning new plant in West India.
Risks
40-50% raw material inflation; West Asia conflict disrupting exports; gas supply issues in Morbi cluster.
Earnings Call filed with BSE, NSE: PIDILITIND. Summary written with AI assistance from 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.
More from Pidilite Industries Ltd
All →Pidilite Industries Employee Stock Options
Pidilite Industries allotted 6,60,480 ESOP-2016 shares to employees at par and ₹1,195.38 exercise price. Total share capital increased to 1,018,540,168.
Pidilite Industries Merger & Restructuring
Pidilite Industries has announced the voluntary liquidation of its wholly-owned step-down subsidiary, Nina Percept (Bangladesh) Private Limited. The entity was inoperative due to lack of business opportunities.
Pidilite Industries Earnings Call Transcript: Key Takeaways
Pidilite delivered strong Q4 performance with 15.3% volume growth, though margins face immediate pressure from West Asia geopolitical conflicts impacting supply chains and raw material inflation.
- Call
- Guides 11% growth
Pidilite Industries Investor Presentation: Key Takeaways
Pidilite Q1 FY27 saw strong standalone performance with net sales up 22.2% to Rs 4,237 Cr and PAT up 27.7%. Focus remains on volume-led growth across C&B and B2B segments.
Pidilite Industries Q1 FY27 Results: Net Profit ₹883.5 Cr, Up 30.3% YoY
Pidilite Industries Ltd reported revenue from operations of ₹4,552 Cr (+21.3% YoY) and net profit of ₹883.5 Cr (+30.3% YoY) for Q1 FY27.
- Key figure
- Net profit ₹883.5 Cr · +30.3% YoY
Pidilite Industries Earnings Call: Key Takeaways
Pidilite reports FY26 Net Sales of ₹14,553 Cr with 10% CAGR over 10 years and EBITDA at ₹3,519 Cr (24% margin). Focused on 'Core, Growth, Pioneer' portfolio strategy.