Dollar Industries Limited — PPTs, 11-02-2026: Investor Presentation

Dollar Industries reported steady Q3 FY26, with operating revenue hitting ₹388.4 Cr (+2.0% YoY). Despite competitive pressures, a sharp focus on profitability paid off: gross profit rose 4.6% YoY to ₹141.7 Cr, boosting margins to 36.5%. For the nine-month period, revenue grew 8.4% YoY to ₹1259.4 Cr, and PAT jumped 21.1% YoY to ₹74.9 Cr, with EPS at ₹13.20. Overall 9M volume grew 8.5%.

Growth is driven by strategic shifts like "Project Lakshya" revamping distribution and ongoing digitalization (SAP Hana S/4). Ad spends are capped at ₹100 Cr to protect earnings.

Recent wins: Premium brand Force NXT soared with +26.5% Q3 value growth. Digital channels (modern trade, e-commerce, quick-commerce) now contribute 11.6% of 9M revenue, showing 36% value growth. New product lines like 'Dollar Protect' rainwear and 'Dollar Woman' lingerie are expanding the portfolio. A major proposed merger of nine promoter group companies aims to streamline operations and consolidate assets.

Management expects growth as the environment normalizes, maintaining focus on returns and cash flows.