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Revenue
₹562.3 Cr
verified against source
Revenue YoY
26.4%
reported change
EBITDA
₹98.7 Cr
latest reported figure
Source
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record provenance
Actual signal trajectory
Where this quarter sits.
Quarter read
What the record says.
DOMS delivered a strong Q1 FY26 with consolidated revenue of ₹562.3 crore (+26.4% YoY), driven by volume growth and marginal ASP improvement from mix shift. EBITDA at ₹98.7 crore (margin 17.6%) came at the upper end of the guided 16.5%-17.5% range, while PAT stood at ₹59.1 crore. Growth was aided by the UniLand acquisition (₹36.1 crore revenue) and robust performance in office supplies (+77% YoY) and hobby & craft. Management maintained FY26 guidance of 18-20% revenue growth and 16.5%-17.5% EBITDA margin, citing strong domestic demand and capacity expansion progress. The 44-acre greenfield project remains on track for first building handover by Q3 FY26, with commercial production expected by Q4. Key risk: timely capacity additions to meet demand, especially in pencils and pens, where utilization is near optimal.
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Guidance to track
- Management reiterated revenue growth guidance of 18-20% for FY26, despite Q1 coming in higher at 26.4% due to UniLand consolidation.
- EBITDA margin guidance maintained at 16.5%-17.5% for FY26, with Q1 margin at 17.6% trending towards the upper end.
- Capex for FY26 expected to be ₹210-225 crore, primarily for the 44-acre project and capacity additions across segments.
- First building handover expected by end of Q3 FY26, with commercial production starting ~90 days later in Q4.
Risks flagged
- US tariffs on core export products could rise to ~50.65%, but exposure is only 5.5-5.8% of sales; management expects offset from other markets.
- Timely completion of the 44-acre project and other expansions is critical to meet demand; any delay could constrain growth.
- Potential shortage of poplar wood from Kashmir due to geopolitical issues; management maintains 6-month inventory buffers.
Key quotes
- Our performance for the quarter was in line with our expectations and we believe that we will be able to achieve our guidance of 18 to 20% for FY26.
- The foremost risk that we see in the business is our ability to timely increase our capacity.
- We are still a new entrant in the pen segment... we'll be about 3 to 4% market share, which gives us a big runway to grow.
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