| Revenue growth | 15.3% stand-alone value growth in Q4 FY26. |
|---|---|
| Margins | EBITDA margin expanded 280 bps to 23.4% due to operating leverage. |
| Order book | Very healthy order book in Nina waterproofing business despite local restrictions. |
| Demand visibility | Strong buoyancy in urban demand; Rurban performance remains healthy. |
| Management confidence | Strong; noted 'all batsmen played well' regarding business segments. |
Growth
Stand-alone revenue grew 15.3% (value and volume). Consolidated PAT up 36.6% for Q4; FY26 revenue up 11.1%.
Outlook
EBITDA margin corridor guided at 20-24%; annual capex at 3-5% of revenue; commissioning new plant in West India.
Risks
40-50% raw material inflation; West Asia conflict disrupting exports; gas supply issues in Morbi cluster.
Earnings Call filed with BSE, NSE: PIDILITIND. Summary written with AI assistance from the document.
Pidilite Industries Ltd: key numbers
- Share price
- ₹1,488.50
- Market cap
- ₹1,51,610 Cr
- Revenue (annual)
- ₹14,601 Cr
- Net profit (annual)
- ₹2,449 Cr
- P/E (TTM)
- 57.2×Sector 37.2×
- 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.
More from Pidilite Industries Ltd
All →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.
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- Value
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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.