| 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
- ₹1,491.70
- Market cap
- ₹1,51,936 Cr
- Revenue (annual)
- ₹14,601 Cr
- Net profit (annual)
- ₹2,449 Cr
- P/E (TTM)
- 57.4×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.
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.