Excel Industries Q4 FY26 earnings call transcript filed

Mgmt Evaded Key QuestionMgmt Guided Margin ImprovementInvestor Communications View source PDF

EXCELINDUS · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

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-4.9%1-day move

₹965.10

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₹968.85

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+0.2+0.0-0.2+0.1-4.9-6.1-3.1-3.1-5.2-5.9-4.3-6.5——

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AI summary

Excel Industries filed Q4 & FY26 earnings call transcript. Q4 revenue up 13% YoY to INR281 cr; FY26 revenue up 11.8% to INR1,094 cr. FY26 EBITDA INR112 cr (10.1% margin), PAT INR73 cr. Net cash, zero long-term debt; final dividend INR13.75/share (275%). INR200-300 cr capex planned over 3 years in Performance Solutions, YP derivatives, and contract manufacturing with 15-20% expected ROI. Biocides capacity operational; new contract manufacturing line expected by July 2026.

Likely market impact

Strong balance sheet and 275% dividend reward shareholders, but management dodged growth targets and buyback questions, raising capital allocation concerns.