DOMS Industries Q2 FY27 Earnings Call Transcript Released
DOMS Industries reported Q2 FY27 revenue growth of 17.6% to ₹667.8 crore and H1 FY27 revenue growth of 18.4%. EBITDA stood at ₹82.8 crore for Q2 FY27. The company faced an exceptional loss of ₹10.4 crore due to floods but is pursuing insurance claims. Expansion includes a new 50-acre facility, with ₹200 crore capex in H1 FY27.
The announcement contains detailed financial results, including revenue, EBITDA, and PAT, along with insights into operational performance, capacity expansion, and strategic initiatives. These details are material for investors and analysts, impacting their assessment of the company's performance and future prospects.
The announcement is a transcript of an earnings call, which provides detailed financial performance and operational updates. While the company reported revenue growth, it also faced challenges like raw material inflation and flood impact, leading to a neutral sentiment.
DOMS Industries Limited has released the transcript of its Investor Conference Call concerning the Unaudited (Standalone and Consolidated) Financial Results for the quarter and six months ended September 30, 2026. The call was held on Tuesday, November 03, 2026, at 17:00 hours (IST).
During the call, the company reported that operating revenue for Q2 FY27 grew by 17.6% to ₹667.8 crores, while H1 FY27 revenue grew by 18.4%. EBITDA for Q2 FY27 stood at ₹82.8 crores and H1 FY27 EBITDA stood at ₹165.3 crores, with margins at 12.4% for both periods. Profit After Tax (PAT) for Q2 FY27 was ₹38.3 crores with margins at 5.7%, and H1 FY27 PAT was ₹83.6 crores with margins at 6.2%. The company noted an exceptional loss of ₹10.4 crores in Q2 FY27 due to damage caused by heavy rainfall and flooding in Gujarat, for which insurance claims are being processed.
The company highlighted sustained revenue growth driven by volume expansion in domestic and export markets, supported by capacity additions and new product launches. Growth was broad-based across key categories including Scholastic Stationery, Scholastic art material, office supplies, hobby and craft, and the back-to-school category. The hygiene category also saw growth driven by improved diaper sales.
DOMS Industries has commissioned the first building at its new 50-acre manufacturing facility, adding approximately 170,000 square feet of space dedicated to office supplies, primarily for pen manufacturing under the Reynolds brand, with revenue contribution expected from Q3 FY27. The company invested over ₹200 crores in capital expenditure in H1 FY27 and expects to invest a further ₹100 crores to ₹125 crores in the remainder of the year.
Management discussed the impact of raw material price volatility and calibrated pricing actions to maintain volume-based market share growth. They reiterated a targeted EBITDA margin range of 16% to 17% in the long term, acknowledging near-term margin pressure due to input cost inflation and increased employee costs from the Reynolds asset purchase. The company also provided an update on the integration of the Reynolds sales and support teams and the progress of its wholly-owned subsidiary, DOMS Seven Private Limited, for participation with Seven SpA.
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