Q4 2026 Indo Count Industries Ltd Earnings Call Transcript
Key Points
- Indo Count Industries Ltd (BOM:521016) achieved a significant milestone by receiving the Gold Trophy for the highest exports of bed sheets in the cotton made-ups category for the sixth consecutive year.
- The company successfully commenced operations at its new greenfield manufacturing facility in North Carolina, significantly increasing its annual pillow manufacturing capacity.
- Indo Count Industries Ltd (BOM:521016) reported strong traction in its U.S. brand business, supported by the relaunch of the Wamsutta brand and the addition of Tommy Hilfiger as a licensed brand partner.
- The company achieved a substantial improvement in its S&P Global ESG score, placing it among the top 3 percentile globally within the textile, apparel, and luxury goods industry.
- Indo Count Industries Ltd (BOM:521016) reduced its net debt by INR200 crores, demonstrating effective financial management and a stable working capital position.
- The company's core business witnessed a low-teen decline in revenue due to the impact of U.S. tariffs and the Russia oil-related penalty.
- Indo Count Industries Ltd (BOM:521016) experienced a decrease in sales volume for FY '26 compared to the previous year, attributed to volatile demand and elevated U.S. tariffs.
- EBITDA margin for FY '26 declined to 11% from 13.8% in FY '25, impacted by incubation costs of new businesses and lower absorption of fixed costs.
- The company faced challenges in maintaining margins due to rising raw material costs, including cotton and energy prices.
- Despite the positive outlook, Indo Count Industries Ltd (BOM:521016) remains cautious about potential risks from global economic conditions and inflationary pressures.
Ladies and gentlemen, good day, and welcome to Indo Count Industries Limited Q4 and FY26 earnings conference call.
This conference call may contain forward-looking statements about the company, which are based on the beliefs, opinions and expectations of the company as on the date of this call. These statements are not the guarantees of future performance and involve risks and uncertainties that are difficult to predict. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Mohit Jain, Executive Vice Chairman. Thank you, and over to you, sir.
Good morning, and a very warm welcome to all of you joining us for the Indo Count Industries Limited Q4 and FY '26 Earnings Call. I'm also joined by our Group CFO, Mr. Muralidharan; Manish Bhatia, our CFO; and Strategic Growth Advisors, our IR advisers. We hope you've had the chance to review the financial results and investor presentation available on the stock
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