DOMS Industries Limited — Investor Meet, 15-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

DOMS Industries delivered strong Q2 FY26 with consolidated revenue up 24.1% YoY to INR 567.9 Cr and EBITDA up 15.8% to INR 99.5 Cr, hitting 17.5% margins. Despite temporary GST 2.0 disruption (estimated 3-4% sales impact), growth momentum continues. Management sees GST reforms as structurally positive. The 44-acre expansion project targets Q1 FY27 production for pencils, with current pen capacity at 3-3.25M/day. Exports grew 18.5%, offsetting US tariff effects by diversifying markets. Management is optimistic for H2, focusing on product expansion & market penetration, while maintaining 16.5-17.5% EBITDA margins. Confident in sustained growth.