Page Industries Limited — Investor Meet, 29-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Page Industries posted robust Q4 FY26 results: revenue ₹1,252.6 Cr (+14.1% YoY), PAT ₹178.7 Cr (+9% YoY), with 10.8% volume growth. FY26 revenue hit ₹5,246.8 Cr, achieving a 22% EBITDA margin. Management cited improved consumer demand and strategic efforts. Outlook projects sustained double-digit volume growth. FY27 EBITDA margins are targeted at 19-21%, considering increased marketing, tech investments, and inflation. A 2% price hike for product enhancements was implemented; another is planned for Q1 FY27 to cover inflation without impacting volumes. E-commerce now contributes 15% of revenue. Reduced competitive intensity offers market opportunities. ₹40-50 Cr from Odisha subsidies are expected in FY27.