PAGEINDBSEPage Industries LtdMediumNeutral
Announced Thu, 21 May · 14:03 IST

Press Release and Investor Presentation

Mgmt Guided Margin ImprovementMgmt Guided Margin PressureAnalyst Day Multiyear TargetsInvestor Communications View source PDF

PAGEIND · price

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

Price reaction · full curve 14 horizons · vs prior close
+2.5%1-day move
₹38350.00
prior close
₹38975.00
base price
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AI summary

Page Industries reported strong Q4 FY26 results with 14.1% revenue growth to Rs 12,526 million and 9% PAT growth to Rs 1,787 million. For the full year FY26, revenue reached Rs 52,468 million (up 6.3%) and PAT was Rs 7,638 million (up 4.8%). EBITDA margin improved to 22.0% from 21.5% in FY25. Management highlighted volume-led growth driven by premiumisation and distribution expansion, while acknowledging ongoing inflationary pressures on cotton and raw materials managed through strategic sourcing, supply chain optimization, and pricing actions. The company received the 'Licensee of the Decade' award from Jockey International for the second consecutive term.

Likely market impact

Solid operational performance with margin improvement despite input cost headwinds. The company's ability to maintain margins while navigating cotton inflation signals effective cost management. Continued volume growth and premiumisation trend are positive indicators for shareholders.