PIDILITIND · price
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Pidilite Industries reported a strong Q4 FY26 with standalone net sales of Rs 3,272 crore, up 15.3% YoY, backed by underlying volume growth (UVG) of 15.3%. Full-year standalone net sales stood at Rs 13,437 crore, growing 11.8%. EBITDA for Q4 rose 31.1% to Rs 766 crore, with EBITDA margin expanding 280 basis points to 23.4%, driven by lower input costs and operational efficiency. Profit after tax grew 22.8% to Rs 547 crore in Q4, and 15% for the full year to Rs 2,384 crore. Consumer & Bazaar segment led with 15.9% revenue growth and 30.6% EBIT margin, while B2B grew 9.3% with management flagging industrial export headwinds from Middle East conflict. The board proposed a final dividend of Rs 11.5 per share, subject to shareholder approval.
The strong mid-teens volume growth and robust margin expansion signal operational strength and pricing power, which should be positively received by investors. The proposed dividend adds to shareholder returns, though ongoing input cost monitoring remains a watchpoint.