page industries will participate in HSBC's Singapore conference scheduled for June 18 and 19, 2026. The management team will engage with investors and analysts through group meetings during the event. This interaction provides stakeholders an opportunity to discuss the company's performance and outlook directly with the leadership.

The disclosure was made under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The company clarified that the schedule remains subject to change due to exigencies involving investors, analysts, or the company itself.

Crucially, Page Industries stated that no unpublished price sensitive information will be shared during these meetings. This assurance aligns with regulatory compliance to ensure fair dissemination of material information to all market participants simultaneously.

Event Details

Page Industries reported a 14.1% year-on-year increase in revenue to ₹12,526 million for the quarter ended March 31, 2026, driven by volume-led growth and premiumization. Profit after tax for Q4FY26 rose by 9% to ₹1,787 million, while EBITDA grew by 10.7% to ₹2,605 million, maintaining a margin of 20.8%. The company attributed the performance to improved consumer sentiment, strategic initiatives, and a calibrated price increase of 2% in select styles effective from mid-January.

Financial Performance

The company witnessed strong sales volume growth, with pieces sold increasing by 10.8% year-on-year to 54.5 million in Q4FY26. Management noted that the delta between volume and value performance was largely a reflection of product mix and premiumization rather than price hikes. For the full fiscal year FY26, revenue grew by 6.3% to ₹52,468 million, and PAT increased by 4.8% to ₹7,638 million. Annual sales volume reached 228.4 million pieces, a 3.9% increase over the previous year.

Operational Highlights

Page Industries expanded its distribution network, which stood at approximately 116,600 multi-brand outlets, 1,615 exclusive brand stores, and 893 large-format stores. The company continues to lead across e-commerce platforms, with the channel contributing 15% to the total top line. Management highlighted a reduction in competitive intensity, particularly in the offline space, which has supported market share gains. The company also noted that inventory days increased to 73 by the end of Q4FY26 from 64 at the beginning of the year, a conscious decision to hedge against anticipated raw material price increases.

Outlook and Guidance

Looking ahead, the company maintained its EBITDA margin guidance range of 19% to 21% for the coming year, citing potential inflationary pressures on input costs and a planned increase in marketing expenditure to approximately 5% of sales. Management expressed confidence in sustaining double-digit volume growth momentum. Additionally, the company expects to realize subsidies ranging from ₹40 crores to ₹50 crores in FY27 from its Odisha facility, covering wage, power, and capital investment-related incentives.

Source: https://lodr-files.dhan.co/lodr-inputs/Company/INE761H01022/e3b1b88753bf467d.pdf