Indo Count Industries Limited has informed the Exchange about Investor Presentation
ICIL · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Indo Count Industries filed its Q1 FY26 investor presentation showing total income of Rs. 967 Crs, up 1.8% YoY but down 6% QoQ. EBITDA recovered to Rs. 119 Crs (margin 12.26%, a 372 bps QoQ expansion), though PAT fell 51.4% YoY to Rs. 38 Crs as US tariff uncertainties weighed on volumes (23.6 Mn meters, down from 25.3 Mn YoY). New businesses (Utility Bedding and USA Brand Business) grew to 13% of revenue from 7% in FY25, and the company re-launched the legacy Wamsutta brand via D2C in the US market. Management reaffirmed its aspiration to double revenue by CY28, with brands and value-added segments targeting peak revenue of ~$275 Mn. Capex of Rs. 214 Crs is planned for FY26, including a greenfield utility bedding facility in North Carolina, funded 50:50 by internal accruals and debt.
Near-term margin pressure is flagged as US tariffs and new business incubation costs are expected to keep margins subdued until year-end, which may weigh on stock sentiment. However, the long-term growth targets, brand portfolio expansion (Wamsutta, Fieldcrest, Waverly, Gaiam), and diversification into US manufacturing provide a positive structural story for patient shareholders.