Indo Count Industries Limited — Investor Meet, 19-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Indo Count's Q2 FY26 results: Total income grew 12% QoQ to ₹1,082 Cr, with volumes up 7% at 25.2M meters. EBITDA rose 3% to ₹123 Cr, but margins slipped to 11.4% due to US tariffs; margin pressure is expected to continue short-term. Strategic wins include a new Tommy Hilfiger licensing deal and strong traction for Wamsutta. New businesses now contribute 17% of revenues, targeting $275M by 2028. A new US facility is expected operational late Q3/early Q4 FY26. Domestic market shows encouraging growth. Management focuses on diversification and efficiency amidst tariff challenges.