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Earnings Call

True Colors Earnings Call: Key Takeaways

True Colors Ltd reported FY26 revenue of ₹301.55Cr (+29.2% YoY) with an EBITDA margin of 15.58%. The company is shifting from trading to in-house ink manufacturing.

Why this was an Alfa AlertNot a filter event. Results are presented for the period without specific prior guidance comparison to establish a material beat.
Highlights
Revenue growth29.22% YoY growth in FY26.
MarginsEBITDA margin 15.6%; PAT margin 10.3%.
Order book900+ active machines generating recurring ink/paper demand.
Demand visibilityHigh; recurring revenue model linked to machine warranty.

Growth

Revenue grew 29% to ₹301.55Cr; PAT rose to ₹31Cr from ₹25Cr. Machine installations surged 155% in FY26.

Outlook

Phased ink manufacturing expansion (Phase 1: 150 TPM, ₹40-45Cr CAPEX in FY27) targeting 1,000 TPM long-term.

Risks

Heavy dependence on imports from China/Japan (100% currently) and currency/supply chain volatility.

Source

Earnings Call filed with BSE, BSE: 544531. Summary written with AI assistance from the document.

Read the document ↗

True Colors Ltd: key numbers

Share price
₹145.80
Market cap
₹359.5 Cr
Revenue (annual)
₹301.6 Cr
Net profit (annual)
₹31.16 Cr
P/E (TTM)
11.5×Sector 53.6×
Promoter holding
68.89%
FII holding
0.77%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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True Colors Limited filed its quarterly shareholding pattern for the period ended March 31, 2026. The submission complies with standard regulatory disclosure requirements.

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Annual Report

True Colors Annual Report

True Colors Limited has submitted its Integrated Annual Report for FY 2025-26. The company's 5th Annual General Meeting is scheduled for September 30, 2026.

18:54 IST BSE
Annual General Meeting

True Colors Annual General Meeting

True Colors Ltd will hold its 5th Annual General Meeting on September 30, 2026, through video conference to transact business as per the attached notice.

18:53 IST BSE
Board Meeting Outcome

True Colors Board Meeting Outcome

True Colors Ltd's board approved the Directors' Report for FY 2025-26 and scheduled the 5th Annual General Meeting for September 30, 2026.