Pidilite Industries Ltd — earnings calls

Pidilite reported standalone Q4 FY26 revenue of Rs 3,272 crore, up 15.3% with underlying volume growth of 15.3%, and EBITDA margin expansion of 280 basis points to 23.4%. Management attributed the acceleration to broad-based demand buoyancy across Consumer and Bazaar and B2B segments, while noting export disruption in March due to the Gulf and West Asia conflict. Management also discussed raw material inflation of 40-50% on a weighted average basis and price increases taken in April and May in response.