DOMS Industries Ltd — earnings calls

DOMS Industries reported Q1 FY27 operating revenue growth of 19.2% to INR670 crores, while EBITDA fell 16.4% to INR82.6 crores as EBITDA margin declined to 12.3% from 17.6% a year earlier due to raw material inflation. PAT declined to INR45.3 crores from INR59.1 crores, with management attributing the margin compression to sharp raw material price increases, ESOP costs, and one-off expenses related to a channel partner event and facility possession. Management reiterated full-year revenue growth guidance of 18-20% while stating that margin visibility remains limited due to raw material price volatility.

DOMS Industries reported Q4 FY26 revenue growth of 18.7% to Rs 604 crores and full-year FY26 revenue growth of 21.6% to Rs 2,326.4 crores, exceeding its full-year guidance. EBITDA margin for Q4 declined to 16.7% from 17.3% a year earlier, and management attributed this to seasonal slowdown in the baby hygiene segment and higher e-commerce related costs at Uniclan. Management said raw material costs linked to crude derivatives had risen sharply due to the West Asia crisis, and that calibrated pricing actions of about 4% to 5% had been taken so far to partly offset this.