Pidilite Industries Ltd
Pidilite Industries Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #42 of 68 in Chemicals & Petrochemicals
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The short version
Pidilite expects to continue double-digit underlying volume growth in the second half, supported by their strong demand-generation model and rich product portfolio (Page 12). The company expects to maintain EBITDA margins within a comfortable corridor of 20%-24%, currently operating near the top end (~24%).
From Pidilite Industries Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Pidilite expects to continue double-digit underlying volume growth in the second half, supported by their strong demand-generation model and rich product portfolio (Page 12).
- Growth in the Consumer and Bazaar segment sustained at 10%, driven by core and pioneering categories like Roff and electronic adhesives (Page 7).
- Domestic B2B segment delivered mid-teens underlying volume growth in Q2, with confidence in continuing this momentum (Page 9).
- Urban demand shows green shoots and is rising, though rural demand still outperforms urban; both expected to grow (Page 4).
- New construction demand is slightly increasing relative to renovation, with Pidilite well-poised in both segments (Page 5).
2 more points from Pidilite Industries Ltd's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- Pidilite maintains capex guidance of 3% to 5% of sales, with investments aligned to faster growing categories requiring capacity increase. (Page 9)
- Capex allocated as per portfolio growth needs. (Page 9)
- Pidilite Ventures continues evaluating new investments and increasing stakes in existing portfolio companies but no concrete updates to share now. (Page 9)
- The company is sitting on around INR 3,000 crores cash and continuously scouting for organic/inorganic opportunities in related or ancillary segments but no concrete plans yet. (Page 9)
2 more points from Pidilite Industries Ltd's call on capex
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Top-ranked in Chemicals & Petrochemicals
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
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Order Book & Pipeline
2 more points from Pidilite Industries Ltd's call on order book
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Pidilite Industries Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹4.3K Cr, net profit ₹626 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Pidilite Inds.'s management said in earlier quarters
- Q2 FY27 earnings call analysis →
- Q1 FY27 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q1 FY26 earnings call →
- 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 →
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Potential multibaggers · Q2 FY27
Potential multibaggers in Chemicals & Petrochemicals
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Pidilite Industries Ltd Q2 FY26 results?
Pidilite expects to continue double-digit underlying volume growth in the second half, supported by their strong demand-generation model and rich product portfolio (Page 12). The company expects to maintain EBITDA margins within a comfortable corridor of 20%-24%, currently operating near the top end (~24%).
What is Pidilite Industries Ltd share price analysis?
Pidilite Industries Ltd currently shows a neutral. The stock trades at a P/E of 65.1 with a market cap of ₹172,312 Cr. Investors should review the full earnings analysis for detailed insights.
Is Pidilite Industries Ltd planning capital expenditure?
Pidilite maintains capex guidance of 3% to 5% of sales, with investments aligned to faster growing categories requiring capacity increase.
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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.