Q2 FY27 revenue rises 21.7 percent as input costs squeeze margins

Management guided margin pressureManagement guided margin improvementOrder pipeline disclosedInvestor Communications View source PDF Explain this filing

PIDILITIND · price

Loading chart…

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

Price reactionminutes from the announcement price · days from the prior close

+2.0%Reaction day

₹1548.10

prior close

₹1539.60

announcement price

After-mkt

timing

Nifty 100marketpendingvs market: pending

Specialty Chemicals peers, median of 101sector-0.6%+2.6% vs sector

On the reaction day the stock moved 2.6 pts more than its Specialty Chemicals peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

-0.2

10m

-0.2

15m

-0.3

30m

+0.0

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

+2.0pendingpending-0.6+2.6

Next day

—————

15d

—————

UpDownMarket · Nifty 100Sector · Specialty Chemicals peers, median of 101Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Q2 FY27 revenue grew 21.7 percent to under INR 4,000 crore, with sales volume up 10.7 percent. High input costs cut gross margin by 7.2 percentage points and EBITDA margin by 4.3 percentage points to 20.4 percent. H1 revenue rose 22 percent and EBITDA margin was 23.5 percent. Management expects H2 EBITDA margin of 20 to 24 percent, near the upper end, after price rises. The projects pipeline was healthy and orders were converting well.

Likely market impact

Demand supports growth, but raw-material inflation and price increases will shape margins. H2 margins near the upper end could support sentiment.