Q4 2026 Pidilite Industries Ltd Earnings Call Transcript

May 8, 2026 / 10:30 AM GMT

Release Date Price: ₹1476.15 (+1.72%)

Transcript

Key Points

Positve

Pidilite Industries Ltd (BOM:500331) reported a strong standalone revenue growth of 15.3% in Q4 FY26, driven by a similar volume growth.
The company's EBITDA margin expanded by 280 basis points to 23.4%, with EBITDA growing by 31.1% for the quarter.
Pidilite Industries Ltd (BOM:500331) declared a final dividend of Rs. 11.5 per share, reflecting a payout ratio of around 70% including a special dividend.
The company saw strong performance in its Consumer and Bazaar and B2B segments, with volume growth of 15.4% and 14.8% respectively.
Pidilite Industries Ltd (BOM:500331) maintained strong cash performance and continued to invest in capacity expansion and other initiatives.

Negative

Export revenues were impacted due to supply chain disruptions caused by the conflict in West Asia.
The waterproofing business under the Nina brand faced headwinds due to environmental challenges, leading to a decline of 16%.
Pad growth was slower due to timing differences in dividend receipts from subsidiaries and mark-to-market impacts on treasury income.
The company faces significant raw material inflation, with weighted average raw material basket inflation between 40% to 50%.
There is uncertainty regarding the impact of the West Asia conflict on supply chains and raw material prices, which could affect future performance.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

PIDI.NS - Pidilite Industries Ltd
Q4 2026 Pidilite Industries Ltd Earnings Call
May 08, 2026 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and Gentlemen, good day and welcome to the Pedlite Industries Limited Q4 and FY26 Earnings Conference Call, hosted by Kotex Securities.

As a reminder, all participant lights will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during this conference call, please signal an operator by pressing then 0 on it at the stone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr. Jay Doshi from Kotak Securities.

Thank you and over to you, sir.

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