Page Industries Limited (PAGEIND) Earnings Call Transcripts

Page Industries Limited's Latest Earnings Call - Q4 FY2026

Page Industries Limited reported its Q4 FY '26 earnings, showing a robust 14.1% YoY increase in revenue to INR 12,526 million, and a 9% rise in profit after tax to INR 1,087 million. The company highlighted improved consumer sentiment and strategic initiatives as key drivers. Management maintained its EBITDA margin guidance at 19-21% despite achieving a 22% margin this year, citing potential inflationary pressures and planned investments. Looking forward, the company remains optimistic about sustaining growth through brand strength and product innovation.

Reported metrics

Guidance from management

Management maintained EBITDA margin guidance at 19-21% for the coming year, citing potential input cost pressures and planned investments in technology and marketing.

What management said

Well, initiatives wise, I think we are going to be aggressive as far as an generation is concerned. However, the macroeconomic conditions is something that we want to keep a very close watch on the effect of the input cost, which the Managing Director mentioned in the commentary is real, and that is something we're keeping the cap on. There's the confident that we will operate between 19% to 21%. This year, 25%, 26% ...

Yes. So we took a price increase. I mean, we initiated it in the month of January, sometime mid-January as far as production is concerned. But I think the benefit of that has flown in only from mid of March, that's because of the C4 model that we operate with, and that is to the tune of about 2% weighted average, but indeed of how much has flown into revenues at you be quite minimal because, let's say, about 2 to 3 w...

What analysts pressed on

Analysts expressed concerns about the sustainability of volume growth and the impact of input cost inflation on margins. There were also questions about competitive dynamics and the potential for further price increases.

Main topics on the call

• Revenue Growth — Revenue for Q4 FY '26 grew by 14.1% year-on-year to INR 12,526 million. Management attributed this to improved consumer sentiment and strategic initiatives like distribution expansion and product innovation.
• Profitability — Profit after tax increased by 9% year-on-year to INR 1,087 million. EBITDA margin was reported at 20.8% for the quarter, with management emphasizing cost management and operational efficiencies.
• Input Cost Inflation — Management noted inflationary pressures, particularly in cotton and other raw materials, but indicated these were managed through strategic sourcing and pricing actions.
• Volume and Pricing Strategy — Sales volume grew by 2.8% year-on-year. A price increase of about 2% was implemented in January to cover product enhancements, with further hikes expected to address input cost inflation.

Read the full Page Industries Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 24 Page Industries Limited earnings call transcripts on record, spanning February 13, 2020 to May 21, 2026. Based on this history, Page Industries Limited reports quarterly. The most recent call on file is dated May 21, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

PAGEIND

Exchange

NSEI

Country

IN

Sector

Consumer Discretionary

Industry

Textiles, Apparel and Luxury Goods

Calls on record

24

First call

February 13, 2020

Most recent

May 21, 2026

Reporting cadence

quarterly