ALFA Finder| 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
- ₹1,574.10
- Market cap
- ₹1,60,328 Cr
- Revenue (annual)
- ₹14,601 Cr
- Net profit (annual)
- ₹2,449 Cr
- P/E (TTM)
- 59.7×Sector 35.5×
- Promoter holding
- 69.18%-0.06% QoQ
- FII holding
- 12.42%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 Earnings Call Transcript: Key Takeaways
Standalone revenue rose 21.7% to under ₹4,000 Cr on 10.7% UVG, but EBITDA margin fell 430bps to 20.4% on input cost inflation.
Pidilite Industries Investor Presentation: Key Takeaways
Standalone Q2 FY27 net sales Rs 3,982 Cr (+21.7%) and PAT Rs 647 Cr (+10.4%), with EBITDA margin compressed to 20.4% by input-cost inflation. Consolidated PAT grew 7.1%.
Pidilite Industries Results Update
Pidilite reported Q2 FY27 standalone net sales of Rs 3,982 crore, up 21.7%, with PAT up 10.4%. EBITDA margin was 20.4% after input cost headwinds.
Pidilite Industries Q2 FY27 Results: Net Profit ₹626.5 Cr, Up 7.2% YoY
Pidilite Industries Ltd reported revenue from operations of ₹4,298 Cr (+20.9% YoY) and net profit of ₹626.5 Cr (+7.2% YoY) for Q2 FY27.
- Key figure
- Net profit ₹626.5 Cr · +7.2% YoY
Pidilite Industries Management Change
Pidilite appointed Manish Airee as CBO-CC Retail and Huzefa Kanchwala as CBO-Roff effective 27 October 2026. Both are Senior Management Personnel elevated internally.
Pidilite Industries Employee Stock Options
Pidilite granted 1,44,270 stock options under ESOP-2016 at an exercise price of ₹1 per option to eligible employees. Vesting is staggered over October 2027 to January 2029.