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Earnings Call

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.

Why this was an Alfa AlertNot a filter event. Financials shown represent steady growth trend without explicit beat against prior guided ranges.
Highlights
Revenue growth10% CAGR over last 10 years.
MarginsEBITDA margins expanded from 21% (2015-16) to 24% (2025-26).
Demand visibilityStrong, driven by infrastructure and premiumization.
Management confidenceHigh; citing consistent profitable growth despite environment.

Growth

FY26 Net Sales up 11.1% YoY from ₹13,094 Cr; EBITDA grew 16.8% YoY from ₹3,013 Cr.

Outlook

Capex of ₹1,500+ Cr planned for FY23-26. Aiming for 2-4x GDP growth in emerging categories.

Risks

Challenging external environment and reliance on construction/real estate tailwinds mentioned implicitly.

Source

Earnings Call filed with NSE, 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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