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Pidilite Industries Limited strategy deck summary

NSE: PIDILITIND · BSE: 500331

Strategy deck of 22 May 2026, summarised by AI from the filing.

Pidilite reported consolidated net sales of ₹14,553 cr in 2025-26 and targets core portfolio growth at 1-2X GDP.

Key takeaways

  1. Net sales Consolidated net sales were ₹14,553 cr in 2025-26 (2024-25: ₹14,000 cr).
  2. Guidance Core portfolio to grow at 1-2X GDP, growth portfolio at 2-4X GDP, and pioneer categories to reach 100 Crores revenue in 3 years.
  3. Market cap Market cap was ₹1,48,000 cr as of May'26, increased by 5X over 10 years.
  4. Risk Majority of tile and stone solutions market still uses cement to fix tiles, limiting category penetration.

Original filing on BSE

Pidilite Industries Limited Q1 FY27 results

As filed: Revenue ₹4,552 cr (+21% year on year), EBITDA ₹1,194 cr (+27% year on year), PAT ₹884 cr (+30% year on year), EBITDA margin 26.2% (+116 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹3,583 cr (+14% year on year), EBITDA ₹833 cr (+32% year on year), PAT ₹584 cr (+36% year on year), EBITDA margin 23.2% (+309 bps). Score 85 of 100, Above trend. Revenue, EBITDA and profit growth were well above the company's own trend. EBITDA margin rose 309 bps year on year. Revenue fell 3% from last quarter. Share price after the results: +1.8% in 29 days (Nifty 500: −3.2%).
  • Q3 FY26: Revenue ₹3,710 cr (+10% year on year), EBITDA ₹894 cr (+12% year on year), PAT ₹624 cr (+12% year on year), EBITDA margin 24.1% (+42 bps). Score 46 of 100, In line with trend. Revenue growth was above the company's own trend; EBITDA and profit growth were below it. EBITDA margin rose 42 bps year on year. Share price after the results: +1.3% in 30 days (Nifty 500: −3.2%).
  • Q2 FY26: Revenue ₹3,554 cr (+10% year on year), EBITDA ₹851 cr (+11% year on year), PAT ₹585 cr (+8% year on year), EBITDA margin 23.9% (+17 bps). Score 46 of 100, In line with trend. Revenue growth was above the company's own trend; EBITDA and profit growth were below it. EBITDA margin rose 17 bps year on year. Revenue fell 5% from last quarter. Share price after the results: −1.1% in 29 days (Nifty 500: +0.4%).
  • Q1 FY26: Revenue ₹3,753 cr (+11% year on year), EBITDA ₹941 cr (+16% year on year), PAT ₹678 cr (+19% year on year), EBITDA margin 25.1% (+116 bps). Score 60 of 100, In line with trend. Revenue growth was above the company's own trend; EBITDA growth was in line with it; profit growth was below it. EBITDA margin rose 116 bps year on year. Profit rose ₹107 cr on a year ago, more than the ₹97.0 cr it added the year before. Share price after the results: +3.3% in 30 days (Nifty 500: +0.1%).
  • Q4 FY25: Revenue ₹3,141 cr (+8% year on year), EBITDA ₹633 cr (+10% year on year), PAT ₹428 cr (+41% year on year), EBITDA margin 20.2% (+27 bps). Score 51 of 100, In line with trend. Revenue and profit growth were above the company's own trend; EBITDA growth was below it. EBITDA margin rose 27 bps year on year. Revenue fell 7% from last quarter. Share price after the results: +3.1% in 29 days (Nifty 500: +6.1%).
  • Q3 FY25: Revenue ₹3,369 cr (+8% year on year), EBITDA ₹798 cr (+8% year on year), PAT ₹557 cr (+9% year on year), EBITDA margin 23.7% (−2 bps). Score 39 of 100, Below trend. Revenue growth was above the company's own trend; EBITDA growth was well below it; profit growth was below it. EBITDA margin was flat year on year.
  • Q2 FY25: Revenue ₹3,235 cr (+5% year on year), EBITDA ₹769 cr (+13% year on year), PAT ₹540 cr (+18% year on year), EBITDA margin 23.8% (+170 bps). Score 53 of 100, In line with trend. EBITDA margin rose 170 bps year on year. Not enough history for a trend yet: scored on growth alone. Revenue fell 5% from last quarter.

Past price moves after results do not indicate future moves. Not a recommendation.

Pidilite Industries Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.