Indo Count Industries Ltd (NSE:ICIL)

Q3 2026 Indo Count Industries Ltd Earnings Call Transcript

Feb 16, 2026 / 06:30 AM GMT

Release Date Price: ₹313.35 (+3.27%)

Transcript

Key Points

Positve

Indo Count Industries Ltd (BOM:521016) has benefited from India's recent Free Trade Agreements (FTAs) with Europe and the United States, which are expected to enhance competitiveness and ease tariff uncertainties.
The company has commenced commercial production at a new greenfield pillow manufacturing facility in North Carolina, USA, increasing its total utility bedding capacity to 31 million pillows annually.
Indo Count Industries Ltd (BOM:521016) has been recognized with the Texosil Export Award for the highest exports of bed sheets and bed linen in the cotton category for the sixth consecutive year.
The company's S&P Global ESG score has significantly improved to 78, placing it in the top 3 percentile globally among textile, apparel, and luxury goods industry peers.
The new business segment in the United States has shown promising growth, with revenues doubling compared to the same period last year, contributing significantly to the company's top-line.

Negative

The company faced a challenging tariff environment, impacting core business revenues and resulting in a decline in EBITDA margin from 11.4% to 9.5% quarter-on-quarter.
Indo Count Industries Ltd (BOM:521016) had to share a part of the tariff burden with customers, affecting profitability.
The implementation of new trade agreements and scaling up operations in Europe will take time, delaying immediate benefits.
The company's US business is still in a growth phase, with a margin impact of 150 to 200 basis points on overall consolidated revenue.
There is uncertainty regarding the full impact of tariff reductions and the timeline for margin recovery, as the operating environment remains dynamic.

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

ICNT.NS - Indo Count Industries Ltd
Q3 2026 Indo Count Industries Ltd Earnings Call
Feb 16, 2026 / 06:30AM 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 Indocount Industries Limited Q3 and 9 month FY26 earnings conference call. This conference call may contain forward-looking statements about the company which are based on beliefs, opinions, and expectations of the company as on the date of this call. These statements are not guarantee of future performance and involves risks and asserties that are difficult to predict. As a reminder, all participant clients will be in 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 your touchstone phone. Please note that this

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