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Studds Accessories Q2 FY26 earnings call: Revenue & Margins

Q2 FY26 earnings call: what management said on revenue, margins and capex.

Price₹450
Market cap₹1.7K Cr
P/E22.4
Updated23 Aug 2026
Read3 min read

The short version

Target volume growth for the current year is about 7% to 8%. Top-line growth expected at 10-11% year-on-year for the current year (FY26).

From Studds Accessories Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • Target volume growth for the current year is about 7% to 8%.
  • Revenue growth target for the current year is approximately 10% to 11% year-on-year.
  • Expected increase in EBITDA margin to between 20% and 21% for the current financial year.
  • Long-term revenue guidance is INR 1,000 crores by 2030, implying a CAGR of about 15-16%.
  • The steady-state EBITDA margin is expected to remain stable around current levels without significant expansion unless export growth exceeds expectations.
  • Phase 1 and Phase 2 capacity expansions planned, with Phase 2 expected to start in fiscal year 2028, supporting future growth.

2 more points from Studds Accessories Ltd's call on revenue

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Profitability & Margins

See what Studds Accessories Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • Facility Five capex: Estimated total INR 150 crores across both phases.
  • Phase 1 capacity: 1.5 million 2-wheeler helmets; expected operational by Q1 FY27.
  • Phase 2 timeline: To start 15 months after Phase 1 begins, likely Q2 or Q3 FY28.
  • Expected revenues from Facility Five: INR 270-280 crores.
  • ROI: Historical asset turnover around 1.8 expected to continue.
  • Strategic investment: New warehouse in Spain to enhance European logistics, distribution, and market access.

2 more points from Studds Accessories Ltd's call on capex

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Top-ranked in Auto Components

Ranked on what management guided this quarter

Guidance-ranked
1Divgi Torq
Rev 1Mar 3
2OBSC Perfection
Rev 1Mar 3
3
Rev 1Mar 3
4
Rev 2Mar 1
5
Rev 2Mar 1
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Studds Accessories Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

Relevant points related to orders and sales include: - There was a mention of some export orders being executed towards the end of the quarter, causing a delay in revenue recognition in Q2 FY26. - Export growth in H1 FY26 was 20%, but Q2 export sales declined slightly due to timing of order execution. - U.S. subsidiary revenue expected around $850,000 for the year, signaling modest order inflow in that geography.

Studds Accessories Ltd — Quarterly revenue & net profit

Revenue Net profit
Dec 2024Q3 FY25
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26

Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹168 Cr, net profit ₹21 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What Studds Accessories Ltd's management said in earlier quarters

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Frequently Asked Questions

What were Studds Accessories Ltd Q2 FY26 results?

Target volume growth for the current year is about 7% to 8%. Top-line growth expected at 10-11% year-on-year for the current year (FY26).

What is Studds Accessories Ltd share price analysis?

Studds Accessories Ltd currently shows a neutral. The stock trades at a P/E of 22.4 with a market cap of ₹1,674 Cr. Investors should review the full earnings analysis for detailed insights.

Is Studds Accessories Ltd planning capital expenditure?

Facility Five capex: Estimated total INR 150 crores across both phases.

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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.