Pidilite Industries Ltd

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.

Pidilite Industries Other Announcement

Pidilite Industries Ltd filed its quarterly shareholding pattern under Regulation 31(1)(b) for the quarter ended September 30, 2026.

Pidilite Industries Board Meeting Date

Pidilite Industries will hold a Board meeting on October 28, 2026, to consider and approve the unaudited financial results for the quarter ended September 30, 2026.

Pidilite Industries Management Change

Pidilite appointed Mr. Amit Agarwal as CFO Designate effective October 9, 2026. The Board approved the appointment via circular resolution on the Nomination Committee's recommendation.

Pidilite Industries Merger & Restructuring

Pidilite Industries' subsidiary, Pidilite Ventures Pvt Ltd, will divest its entire stake in Finemake Technologies to its founders. Finemake will cease to be an associate company following this transaction.

Execution

Expected by 15th October 2026

Pidilite Industries Partnership

Pidilite Industries has entered a strategic partnership with South Korea's Hwaseung Chemical. The collaboration introduces advanced footwear adhesive technologies to the Indian manufacturing market.

From

Hwaseung Chemical

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 Legal & Regulatory

Pidilite Industries Limited received a GST penalty order of Rs. 0.10 Crore from the GST department in Bihar. The company is evaluating legal options to appeal.

Value

₹0.10 Cr

Pidilite Industries Management Change

Mr. Vivek Sharma, Chief Information and Digital Officer of Pidilite Industries Limited, has resigned to pursue new opportunities, with his last working day on October 31, 2026.

Pidilite Industries Employee Stock Options

Pidilite Industries Limited allotted 89,340 equity shares under its ESOP-2016 scheme. Following this allotment, the company's total share capital increased to 1,017,879,688 shares.

Pidilite Industries Annual General Meeting

Pidilite Industries Limited held its 57th AGM, where shareholders approved the adoption of audited financial statements and a final dividend of Rs. 11.50 per equity share.