Dollar Industries Limited has informed the Exchange about Transcript
DOLLAR · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Dollar Industries reported FY25 operating income of INR 1,710 crores, up 8.8% year-on-year, with volume growth of 4.6%. Q4 FY25 revenue came in at INR 549 crores, growing 9.8% YoY and 44.2% QoQ. Gross margin expanded 100 bps to 33.2% and EBITDA margin improved 59 bps to 10.7%, with full-year PAT at INR 91 crores. Premium segments led the show — Dollar Protect grew 40% in volume, Force NXT 13.4%, and thermal 21%, with premium categories now 29% of revenue. The Pepe Jeans JV turned profitable at INR 5 crores PAT (vs INR 5 crores loss last year) on INR 34 crores revenue. Management guided FY26 volume growth of 11-12% and EBITDA margin expansion to 12-13%, driven by capping ad spend at 5-5.5% of revenue, fixed cost rationalization, and a better product mix. The Board recommended a final dividend of INR 3 per share.
Margin expansion guidance from 10.7% to 12-13% in FY26 is positive for profitability and could support the stock, though the 11-12% volume growth target represents a meaningful acceleration from 4.6% in FY25. Investors should watch for execution on working capital reduction (target: 10-12 days lower in FY26) and the move to net debt-free status by FY27-28.