HINDWAREAPNSEHindware Home Innovation LimitedLowNeutral
Announced Tue, 26 May · 18:52 IST

Hindware Home Innovation Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsCfo Debt Reduction RoadmapInvestor Communications View source PDF

HINDWAREAP · price

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AI summary

Hindware reported FY26 consolidated revenue of ₹2,510 crore with EBITDA of ₹233 crore, up 27% YoY with margins improving to 9% from 7% in FY25. Bathware segment delivered strong performance with 10% revenue growth to ₹1,520 crore and 30% EBITDA growth to ₹157 crore, with margins expanding 160 bps to 10.3%. Pipes business reported revenue of ₹673 crore but posted a PBT loss of ₹29 crore due to sharp PVC resin price volatility in Q4 (prices jumped from ₹68/kg to ₹114/kg in March). Consumer appliances business saw revenue of ₹317 crore with negative EBITDA of ₹12 crore following portfolio rationalization—discontinued loss-making categories like air coolers, fans, water purifiers, and air purifiers. Management guided 15-20% growth for Bathware and Consumer Appliances in FY27, with 1-2% annual margin improvement for Bathware and Pipes over next two years. Consumer appliances expected to turn EBITDA positive in Q1 FY27 and reach 8-10% EBITDA margins within 2 years. Roorkee pipe plant became operational in January 2026 with volume ramp-up expected in H2 FY27. Overall net debt stands at ₹708 crore with management targeting 30-40% debt reduction over two years.

Likely market impact

The company showed operational improvement with consolidated EBITDA margins expanding 200 bps despite revenue decline. Bathware segment is delivering consistent growth with clear margin trajectory (targeting mid-teens within 2 years). Pipes business faced one-time headwinds from raw material volatility but recovery is underway with April showing 50% growth. Consumer appliances turnaround on track following portfolio exit. Overall profitability trajectory is positive with management confident on execution.