BSENikhil Adhesives Ltd-$MediumNeutral
Announced Thu, 29 May · 19:14 IST

We enclosed herewith a copy of a investor presentation to investor for its Audited Standalone Financial results for the Quarter & Financial year ended 31st March 2025

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Nikhil Adhesives reported FY25 revenue of Rs. 584.59 Cr, up 4% YoY, while EBITDA rose 20% to Rs. 37.05 Cr with margins expanding ~90 basis points to 6.34%, driven by plant automation and operational efficiency. Net profit grew 27% to Rs. 16.86 Cr and EPS rose to Rs. 3.67 from Rs. 2.89, with ROE improving to 13.0%. Q4 FY25 revenue dipped 4% YoY to Rs. 141.52 Cr but profit after tax grew 12% to Rs. 4.22 Cr on better margins. Management guided for further 50-100 bps EBITDA margin expansion in FY26, targeting RDP segment breakeven by Q2 FY26 and 25% revenue growth in the B2C vertical. The company added 3 senior leaders including an ex-Asian Paints marketing veteran as director and a new Head of R&D, while B2C revenue share rose to 20%.

Likely market impact

The presentation reinforces a positive earnings momentum story for small-cap investors, with double-digit profit growth, expanding margins, and clear forward targets. Key catalysts to watch include B2C Mahafix distributor expansion (target 350 by FY26 end), RDP segment breakeven, and continued margin improvement.