| Revenue growth | 21.3% consolidated YoY. |
|---|---|
| Margins | EBITDA margin improved 80 bps YoY to 26.4%. |
| Demand visibility | Resilient domestic demand in urban and rurban markets. |
| Management confidence | High, citing strong start to FY27. |
Growth
Consolidated revenue grew 21.3% YoY to Rs 4,541 Cr; Standalone EBITDA increased 26.2% with margins at 26.4%.
Outlook
Strategic focus on consistent, profitable, volume-led growth; monitoring raw material inflation and global supply chain disruptions.
Risks
Gross margins contracted 90 bps due to West Asia crisis impact; exports volume declined 8.4% on geopolitical tensions.
Last quarter's promises, checked
Delivered
- Guided 20%-24% EBITDA corridor → delivered 26.4% (= BEAT)
- Guided 100-odd bps UVG expansion → delivered 11.3% vs 11.1% FY26 (= BEAT)
- Guided 3%-5% revenue capex → delivered within historical median (= BEAT)
Partly delivered
- Guided export recovery post-Feb → delivered 8.4% volume decline due to West Asia crisis (= PARTIAL)
Missed
- Guided price hikes to offset RM inflation → delivered 90 bps gross margin contraction (= MISS)
Investor Presentation 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.
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