DOMS Industries Limited — PPTs, 08-08-2025: Investor Presentation

Here is the summary of the attached file:

**1. Financial Highlights:**

DOMS Industries reported Q1 FY26 operating revenue of ₹562.3 Cr, a 26.4% YoY increase. EBITDA reached ₹98.7 Cr (up 14.3% YoY) with a 17.6% margin, while PAT stood at ₹59.1 Cr (up 8.8% YoY) at a 10.5% margin. Margins saw some compression compared to the previous year.

**2. Strategic Initiatives & Growth Drivers:**

The company's significant ~44-acre facility expansion is progressing, targeting commercial production by Q4 FY26. Ongoing brownfield capacity expansions across product categories, along with new product introductions in core segments and emerging areas like Hobby & Craft and Baby Hygiene, are key growth drivers. Export markets are also showing positive demand traction, leveraging the FILA Group network.

**3. Business Developments:**

DOMS successfully completed the acquisition of Super Treads Private Ltd., boosting paper stationery production capacity by 3,600 mtpa and strengthening its East India presence. This acquisition aligns with a broader inorganic growth strategy, complementing recent investments in toys, hygiene products, and packaging.

**4. Market Position & Competitive Advantage:**

DOMS maintains a strong market standing with a diversified portfolio of 8 product categories and over 4,400 SKUs. Its extensive PAN India distribution, exports to 55+ countries, and integrated, backward-integrated manufacturing infrastructure (18 facilities) provide a solid competitive edge. The strategic partnership with F.I.L.A. Group enhances global market access and product expertise.

**5. Investor Implications:**

The robust top-line growth and proactive capacity expansion plans suggest positive growth potential for DOMS. Continued product diversification and strategic acquisitions are set to support market share gains. Investors should closely monitor the execution of the new manufacturing facility and any future trends in operating margins.