Studds Accessories Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

STUDDS · price

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₹449.00

prior close

₹454.40

base price

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AI summary

Studds Accessories Limited reported strong FY26 results with revenue of Rs. 634.2 crore (up 8.6% YoY), EBITDA of Rs. 122.2 crore (up 16.4% YoY) with margins expanding to 19.3%, and PAT of Rs. 82.7 crore (up 18.7% YoY) with margins at 13.0%. Q4FY26 also showed robust growth with revenue of Rs. 167.5 crore (up 11.9% YoY). The company is driving premiumisation through SMK helmets (volumes up 52%) and private labels (up 22%), with 8-9% price hikes implemented to counter rising raw material costs. Capacity expansion of 1.5 mn helmets (Phase 1) is on track for Q2FY27, with another 1.5 mn planned, taking total capacity to 12.5 mn (30% increase). The company is also onboarding premium brand Alpinestars under private label and setting up a WOS in Italy for European expansion.

Likely market impact

Strong operational performance with improving margins reflects successful premiumisation strategy. Capacity expansion and European market entry support multi-year growth visibility. Net cash position (-0.13x debt/equity) provides financial flexibility for growth investments.