DOMS Industries (DOMS) Q2 25/26 earnings summary

Executive summary

• Achieved 24.1% year-over-year revenue growth in Q2 FY26, driven by domestic volume increases, new product launches, and robust profitability.

• Continued expansion of product portfolio and manufacturing capacity, including ongoing construction of a new 44+ acre facility.

• Unaudited standalone and consolidated financial results for Q2 and H1 FY26 were approved with no material misstatements noted by auditors.

• Acquisitions included 51% of Super Treads Private Limited and increased stake in Pioneer Stationery Private Limited to 57.5%.

• Strengthened market position through GST reforms, enhanced distribution, and strategic partnerships.

Financial highlights

• Q2 FY26 consolidated operating revenue: ₹567.9 Cr, up 24.1% year-over-year; H1 FY26: ₹1,130.2 Cr, up 25.2%.

• Q2 FY26 EBITDA: ₹99.5 Cr (margin 17.5%), up 15.8% year-over-year; PAT: ₹60.9 Cr (margin 10.7%), up 13.4%.

• Standalone revenue for Q2 FY26 was ₹50,477.65 lakhs; consolidated revenue was ₹56,677.12 lakhs.

• H1 FY26 gross profit margin: 43.0%.

• Total assets (consolidated) as of September 30, 2025: ₹1,60,468.89 lakhs; equity: ₹1,18,352.64 lakhs.

Outlook and guidance

• Maintains full-year revenue growth guidance of 18–20%, with H2 growth expected to normalize as prior year base includes full Uniclan consolidation.

• EBITDA margin guidance remains at 16.5–17.5% for ongoing and new capacity.

• GST 2.0 reforms and capacity expansion expected to boost long-term demand and market growth.

• Major capacity-driven growth anticipated from Q2 FY27.

• Results for the period are not fully comparable to prior periods due to recent acquisitions.