Indo Count Industries Ltd
Indo Count Industries Q1 FY26 earnings call: Revenue & Margins
Q1 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Indo Count aims for 2x growth as per their growth guidance despite near-term volatility. Continued 2x growth guidance remains unwavering despite near-term volatility. - New businesses showing positive trajectory and customer acceptance, expected to strengthen EBITDA to PAT conversion over the next 2 years. - Utility bedding business in the U.S.
From Indo Count Industries Ltd's Q1 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Indo Count aims for 2x growth as per their growth guidance despite near-term volatility.
- New businesses, including utility bedding and U.S.A. brands, are key future growth drivers with revenue from these segments rising to INR130 crores in Q1 FY '26, expected to grow.
- Utility bedding business in the U.S. is expected to reach $175 million in revenue over a 3-year period, currently at ~50% capacity utilization and growing steadily.
- Domestic branded business (Boutique Living and Layers) is expanding nationwide with optimism for strong growth; currently contributes ~2.25% of total revenue.
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Profitability & Margins
See what Indo Count Industries Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company has a capex budget of approximately INR 214 crores for the year, including projects like the North Carolina plant and Zero Liquid Discharge (ZLD) initiatives.
- Around INR 70-72 crores have already been spent in Q1 FY '26 out of the INR 200+ crores indicated.
- The Bhilad effluent treatment plant project is yet to start and may spill over into the next year.
- ZLD project is expected to start towards the end of this year.
- Annual regular maintenance capex is estimated at INR 50-75 crores.
- No additional major capex is currently on the table, but new opportunities may be evaluated as they arise.
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Top-ranked in Textiles & Apparels
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Indo Count Industries Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- As of the Q1 FY26 call, U.S. retailers are continuing with "business as usual" regarding order placements despite tariff uncertainties.
- Indo Count continues to receive purchase orders against projections and shipping them accordingly.
- There is ongoing dialogue with customers due to volatile tariffs, prompting sourcing plan reviews.
- No specific order book or pending orders figures were disclosed in the call.
- The company is operating on a 12-month rolling projection from customers, with purchase orders typically received 45 days before shipment.
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Indo Count Industries Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹1.1K Cr, net profit ₹24 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Indo Count Industries Ltd's management said in earlier quarters
- Q4 FY26 earnings call analysis →
- Q1 FY27 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q4 FY25 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
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Frequently Asked Questions
What were Indo Count Industries Ltd Q1 FY26 results?
Indo Count aims for 2x growth as per their growth guidance despite near-term volatility. Continued 2x growth guidance remains unwavering despite near-term volatility. - New businesses showing positive trajectory and customer acceptance, expected to strengthen EBITDA to PAT conversion over the next 2 years. - Utility bedding business in the U.S.
What is Indo Count Industries Ltd share price analysis?
Indo Count Industries Ltd currently shows a neutral. The stock trades at a P/E of 49.9 with a market cap of ₹7,524 Cr. Investors should review the full earnings analysis for detailed insights.
Is Indo Count Industries Ltd planning capital expenditure?
The company has a capex budget of approximately INR 214 crores for the year, including projects like the North Carolina plant and Zero Liquid Discharge (ZLD) initiatives.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.