Indo Count Industries Limited — Investor Meet, 06-06-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Indo Count Industries reported FY25 revenue of INR4,191 Cr, up 16% YoY, with volumes rising nearly 10% to 106.4 million meters. EBITDA declined 5% to INR573 Cr, with margins at 13.7%, hit by strategic investments and Q4 weakness driven by US tariff uncertainties. PAT fell to INR246 Cr due to higher depreciation and interest amid capacity expansion. Management is focused on growing value-added US utility bedding via acquisitions and a new North Carolina facility targeting $85-90 million revenue. Brand investments, including licensed and own labels like Wamsutta, are shaping the “Indo Count 2.0” strategy but currently weigh on margins. While US market volatility persists, management expects revenue to double by 2028 through brand growth and better capacity use, with margin improvement post investment phase.