Wednesday, 4 November 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Earnings Call Transcript

Stylam Industries Earnings Call Transcript: Key Takeaways

Stylam reported strong volume growth but faced significant EBITDA margin pressure due to escalating ocean freight and energy costs.

Stylam Industries Q2 FY27 concall: date, live audio and summaryConcall page →
Guidance and delivery
Management target Revenue FY28
Highlights
Revenue growthExport realization up 19% per kg; domestic market undergoing complete revamp.
MarginsEBITDA margins fell to 18% on high freight and petcoke costs.
Order bookExport order book remains healthy despite Middle East shipping delays.
Demand visibilityStrong export demand; domestic recovery expected in Q3 and Q4.
Management confidenceConfident in volume growth despite acknowledging significant external margin headwinds.

Growth

H1 sheet volumes grew 19% to 6.96 million, though margin dropped to 18% from 21% YoY.

Outlook

New plant expected to contribute ₹250-300 Cr revenue this fiscal year with 60-70% utilization by FY28.

Risks

Geopolitical volatility in the Middle East and rising crude-linked raw material prices threaten near-term profitability and logistics.

Last quarter's promises, checked

Partly delivered

  • Commercial production by 1 Sep 2026 → 'fully operational' reported, start date undisclosed (= PARTIAL)
  • ₹250–300 Cr new-plant revenue this FY → reiterated, not yet due (= PARTIAL)
  • 25–30% year-1 utilisation → no year-1 figure disclosed (= PARTIAL)

Missed

  • 19–20%+ EBITDA margin → 18% reported (= MISS)
  • Major capex announcement guided for this quarter → deferred past Sept; none in results (= MISS)
Source

Earnings Call Transcript filed with NSE, NSE: STYLAMIND. Summary written with AI assistance from the document.

Read the document ↗

Stylam Industries Ltd: key numbers

Share price
₹2,980.00
Market cap
₹5,051 Cr
Revenue (annual)
₹1,129 Cr
Net profit (annual)
₹149.9 Cr
P/E (TTM)
28.9×Sector 40.2×
Promoter holding
56.86%+0.00% QoQ
FII holding
2.62%Current quarter

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

More from Stylam Industries Ltd

All →
10:28 IST BSE
Production Started

Stylam Industries Production Started

Stylam Industries commenced commercial production at its new Manak Tabra-2 laminate plant in Panchkula. The 60,000 tonne capacity addition strengthens manufacturing capacity for growing laminate demand.

laminate manufacturing capacity (new plant Manak Tabra-2)
60000 tonnes per annum