Transcript of Investor Conference Call on the Audited Financial Results for the financial year ended March 31, 2026
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DOMS Industries delivered FY26 revenue of INR2,326.4 crores, growing 21.6% and surpassing guidance. Q4 FY26 revenue was INR604 crores (+18.7%) with EBITDA of INR100.9 crores (16.7% margin vs 17.3% in Q4 FY25). PAT for FY26 grew 12.2% to INR239.6 crores. Management flagged near-term margin pressure due to 15-20% raw material inflation from the West Asia conflict, with only 4-5% passed through via pricing actions. FY27 revenue guidance is maintained at 17-20% growth. Capex of INR250-275 crores is planned for FY27, with the 45-acre facility first building on track for June 2027. Uniclan (baby hygiene subsidiary) contributed INR203 crores revenue with 8.6% EBITDA margin in FY26.
The company faces temporary margin pressure from raw material inflation but maintains revenue growth guidance. Near-term Q1 FY27 margins are expected to be under pressure as pricing catches up with costs, though management views this as temporary rather than structural.