DOMS Industries Limited — Investor Meet, 05-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

DOMS Industries reported Q3 FY'26 consolidated sales of INR592.2 Cr, up 18.2% YoY, with 9-month growth at 22.7%. EBITDA reached INR103.4 Cr (17.5% margin), and PAT was INR61.4 Cr (10.4% margin). Domestic demand remains strong, driving over 85% of sales, while exports grew double-digit despite US tariffs.

The company announced a 50-50 JV with Seven SpA for premium backpacks, targeting Q1 FY'27 completion, complementing the existing SKIDO mass-market venture. Capacity expansion is underway, with the 44-acre project's first building expected by Q2 FY'27. Management is optimistic, targeting 18-20% revenue growth for the coming fiscal year, driven by volume and new capacities. The strategic focus on product innovation and market expansion is clear.