DOMS Industries Limited has informed the Exchange about Transcript of Investor Conference Call on the Audited Financial Results for the financial year ended March 31, 2026
DOMS · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
DOMS Industries reported FY26 revenue of INR 2,326.4 crores, up 21.6% YoY, surpassing guidance. Q4 FY26 revenue was INR 604 crores (18.7% growth) with EBITDA at INR 100.9 crores (16.7% margin) and PAT at INR 58.2 crores. However, margins are under pressure due to West Asia geopolitical tensions causing 15-20% raw material inflation, of which about 40% of the RM basket is directly crude-linked. The company has taken only 4-5% price increases so far, creating a near-term margin gap. FY27 revenue growth guidance of 17-20% is maintained, but management declined to provide margin guidance for FY27 due to ongoing volatility. The company plans INR 250-275 crores capex in FY27 for capacity expansion, including the 45-acre facility expected to commence commercial production by end of Q2 FY27. Uniclan subsidiary reported INR 203 crores revenue with 8.6% EBITDA margin, with management targeting 20% growth and 10% long-term EBITDA margin.
Near-term margin pressure expected in Q1 FY27 due to raw material inflation outpacing price increases, but management views this as temporary rather than structural. Long-term margin profile remains intact, with growth focus prioritized over short-term margin protection.