India · Delayed Price · Currency is INR DOMS Industries Earnings Call Transcripts
Fiscal Year 2026
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Q3 FY 2026 saw 18.2% revenue growth and robust domestic demand, with EBITDA margin at 17.5%. Strategic capacity expansions, new product launches, and a JV for premium backpacks support guidance at the upper end of 18%-20% growth, despite input cost volatility.
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Q2 FY26 saw 24% revenue growth and 17.5% EBITDA margin, driven by domestic volume and office supply expansion. GST reforms caused temporary disruptions but are expected to benefit long-term demand, with major capacity-driven growth anticipated from FY27.
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Q1 FY 2026 delivered 26.4% revenue growth and 17.6% EBITDA margin, driven by volume gains, new product launches, and capacity expansion. Office Supplies and Uniclan segments outperformed, while management reaffirmed FY 2026 growth and margin guidance.
Fiscal Year 2025
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Consolidated revenue grew 24.4% year-over-year, with strong gains in core stationery, office supplies, and hygiene segments. FY2026 guidance targets 18%-20% revenue growth and 16.5%-17.5% EBITDA margin, supported by ongoing capacity expansions and strategic acquisitions.
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Q3 FY25 saw 35% revenue growth and 40% PAT increase, driven by strong performance in office supplies, paper stationery, and Uniclan's contribution. EBITDA margin was 17.5%, with full-year growth guidance at 23%-25% and margin at 16%-17%.
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Revenue grew nearly 20% year-over-year in Q2 FY25, driven by strong domestic sales and the Uniclan acquisition. EBITDA margin expanded to 18.8%, with PAT up to INR 53.7 crores. FY25 consolidated revenue growth is guided at 23%-25%, with margin guidance of 17%-17.5%.
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Q1 FY25 delivered 17.3% revenue growth and 38.9% EBITDA growth, with margin expansion despite raw material cost pressures. Strategic acquisitions in toys and baby care, plus capacity expansion, support a 20% core revenue growth outlook, with margins expected to normalize at 17%.