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View Promises →DOMS Industries Limited — Q3 FY26
DOMS Industries delivered a solid Q3 FY26 with consolidated revenue of ₹592.2 crore (+18.2% YoY) and EBITDA of ₹103.4 crore (+17.7% YoY), with margins at 17.5% (upper end of guided 16.5-17.5% range).
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DOMS Industries delivered a solid Q3 FY26 with consolidated revenue of ₹592.2 crore (+18.2% YoY) and EBITDA of ₹103.4 crore (+17.7% YoY), with margins at 17.5% (upper end of guided 16.5-17.5% range). Growth was driven by strong domestic demand (+19.4% gross sales), robust performance in office supplies and kits/combos, and winter demand for baby hygiene. The company maintained its FY26 revenue growth guidance of 18-20% and expects similar momentum in FY27. Key strategic moves include a 50/50 JV with Fila Group's Seven S.p.A. to manufacture premium backpacks for global markets, and progress on the 44-acre greenfield project with first building commercial production expected in Q2 FY27. Risks include rising raw material costs (polymers, waxes) which could pressure margins, and potential US tariff headwinds on wooden pencil exports.
DOMS इंडस्ट्रीज ने तीसरी तिमाही में अच्छा प्रदर्शन किया। कंपनी की कुल कमाई ₹592.2 करोड़ रही, जो पिछले साल से 18.2% ज्यादा है। कमाई में से मुनाफा ₹103.4 करोड़ रहा, जो 17.5% का मार्जिन दिखाता है। यह कंपनी के अनुमान के ऊपरी स्तर पर है। घरेलू मांग मजबूत रही, खासकर ऑफिस सप्लाई, किट/कॉम्बो और सर्दियों में बेबी हाइजीन उत्पादों की। कंपनी ने इस साल 18-20% और अगले साल भी ऐसी ही बढ़त का अनुमान लगाया है। उन्होंने फिला ग्रुप के साथ मिलकर प्रीमियम बैग बनाने का करार किया है और 44 एकड़ में नया कारखाना बना रहे हैं, जो अगले साल की दूसरी तिमाही में शुरू होगा। जोखिमों में कच्चे माल की बढ़ती कीमतें और अमेरिकी टैरिफ शामिल हैं।
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Rising raw material costs
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Domestic gross sales growth
19.4%
+19.4% YoY
Domestic market grew 19.4% year-on-year in Q3, now representing over 85% of total sales.
Export growth (9M)
>15%
+15% YoY
Exports grew over 15% in 9M FY26 despite US tariff headwinds, driven by demand from Nepal, Sri Lanka, Middle East, and Africa.
YouTube subscribers
3.8M
+3.8M total
Social media community grew significantly, with over 3.8 million YouTube subscribers and 170,000+ Instagram followers.
Capex spend (9M)
₹230 crore
~₹230 crore in 9M
Consolidated capex of approximately ₹230 crore in 9M FY26, expected to cross ₹250 crore for the full year.
What Changed vs Last Quarter
UPDATED
FY26 revenue growth guidance of 18-20%
Management expects to close FY26 at the upper end of the guided revenue growth range of 18-20%, with 9M growth already at 22.7%.
UPDATED
FY27 revenue growth guidance of 18-20%
For FY27, management targets similar revenue growth of 18-20%, driven by volume growth from new capacities and full utilization of recent brownfield expansions.
UPDATED
Capex guidance of ₹225-250 crore for FY27
Capital expenditure for FY27 is expected to be between ₹225-250 crore, similar to FY26 levels, primarily for the 44-acre greenfield project.
UPDATED
First building commercial production in Q2 FY27
Commercial production from the first building of the 44-acre project is expected to start in Q2 FY27, with subsequent buildings coming online over the next 9 quarters.
DROPPED
EBITDA margin guidance of 16.5-17.5%
Management expects EBITDA margins to remain in the 16.5-17.5% range, supported by operational efficiencies.
NEW RISK
Rising raw material costs
Input costs for key raw materials like polymers and waxes are trending upwards, which could pressure margins if sustained. Management is monitoring and may adjust pricing if needed.
NEW RISK
Delay in 44-acre greenfield project
Construction delays due to unseasonal monsoon have pushed back commercial production to Q2 FY27. Further delays could impact capacity expansion timelines.
NEW RISK
Seasonality and margin volatility in baby hygiene
UniLand's EBITDA margins spiked to 12% in Q3 due to winter seasonality, but full-year margins are expected at 8-9%. Q1 is typically weak, leading to quarterly volatility.
RISK GONE
GST transition disruption
GST rate reduction to 0% on ~45% of products caused temporary inventory clearance and order postponement, impacting Q2 sales by 3-4%.
RISK GONE
Capacity constraints in core stationary
Scholastic stationary and art material growth was only ~4% YoY due to lack of capacity additions; new capacity only from Q1 FY27.
RISK GONE
Employee cost inflation
Employee costs rose 85 bps as a percentage of sales due to advance hiring for expansion and GST disruption; operating leverage may be delayed.
🤫 Topics management stopped discussing
Mentioned in Q1 FY26, Q2 FY26
Management expects EBITDA margins to remain in the 16.5-17.5% range, supported by operational efficiencies.
Fast read
Guidance and risk preview
Management expects to close FY26 at the upper end of the guided revenue growth range of 18-20%, with 9M growth already at 22.7%.
Input costs for key raw materials like polymers and waxes are trending upwards, which could pressure margins if sustained.
View Risks →