Pidilite Industries will host an Analyst/Institutional Investor Meeting on August 13-14, 2026, in Singapore. The session is scheduled as part of the Avendus Spark INDX - Asia Edition 2026 conference, providing institutional investors and analysts with a physical platform to engage directly with the company’s management team.

The disclosure was made pursuant to Regulation 30(6) of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Manisha Rakesh Shetty, Company Secretary of Pidilite Industries Limited, signed the intimation submitted to the Bombay Stock Exchange (BSE) and the National Stock Exchange of India Ltd (NSE) on August 5, 2026.

Meeting Details

The meeting will be conducted as a group session in a physical conference format. Investors can expect interactions between 10:00 am and 5:00 pm on both days. The schedule is subject to change due to exigencies on the part of investors or the company.

The company noted that any changes to the schedule may occur based on operational requirements or investor availability. The full intimation has been hosted on the company’s website, www.pidilite.com , for public record.

Regulatory Compliance

This filing ensures transparency and equal access to information for all stakeholders, as mandated by SEBI listing regulations. Pidilite Industries Limited maintains its registered office at Regent Chambers, Nariman Point, Mumbai, and its corporate office at Ramkrishna Mandir Road, Andheri East, Mumbai.

Pidilite Industries reported a 30.3% year-on-year increase in consolidated net profit to ₹884 crore for the quarter ended June 30, 2026 (Q1FY27), driven by robust underlying volume growth of 11.3% and effective price realization. The company’s consolidated revenue from operations rose 21.3% to ₹4,541 crore, surpassing the prior year’s ₹3,742 crore. This performance underscores strong demand recovery across urban and rural markets, allowing the firm to offset input cost inflation through strategic pricing and inventory management.

Financial Highlights

The Board of Directors approved the unaudited financial results on August 4, 2026. Statutory auditors B S R & Co. LLP issued an unmodified limited review report on the standalone and consolidated figures. Standalone net sales grew by 22.2% to ₹4,237 crore, with standalone net profit rising 27.7% to ₹830 crore. Consolidated EBITDA stood at ₹1,194 crore, reflecting a margin expansion of 120 basis points to 26.3% from 25.1% in Q1FY26.

Operational Performance and Segment Growth

Both key business segments delivered volume growth well ahead of market estimates. The Consumer & Bazaar (C&B) segment, which includes adhesives like Fevicol and sealants like M-Seal, delivered standout performance with volume growth of 22.5% against an estimate of 13%. C&B revenue grew by 22.5% to ₹3,458 crore (standalone basis), supported by an underlying volume growth (UVG) of 12.2%. Profit before interest and tax (PBIT) for this segment rose 24.7% to ₹1,127 crore, with PBIT margins improving to 32.6% from 32.0%.

The Business-to-Business (B2B) segment also surpassed expectations, with volumes growing 16% year-on-year against an estimate of 10%. B2B revenue rose to ₹821 crore from ₹708 crore in the corresponding period last year. UVG in this segment was 7.3%, driven by domestic double-digit growth of 10.4%, while exports contracted by 8.4% due to geopolitical conditions. B2B PBIT increased by 29.2% to ₹170 crore, with margins expanding to 20.7% from 18.5%.

Margin Dynamics and Strategic Moves

While top-line growth was strong, gross margins faced headwinds. Standalone gross margin contracted by approximately 90 basis points to 52.5% from 53.4% in Q1FY26, attributed to the inflationary impact of the West Asia crisis on input costs. Similarly, consolidated gross margin declined by ~70 basis points to 53.3% from 54.0%. Despite this, EBITDA margins expanded, supported by the twin benefits of low-cost inventory and price hikes implemented across all categories. Standalone EBITDA margin improved by ~80 basis points to 26.4% from 25.6% in Q1FY26.

Sudhanshu Vats, Managing Director, noted that disciplined execution helped manage volatility effectively. "We have commenced FY27 on a strong footing, with broad-based growth across both Consumer & Bazaar and Business-to-Business segments," Vats stated. He emphasized that investments in brand building and supply chain capabilities remain key to sustaining momentum amidst global supply chain disruptions and raw material inflation.

What the Numbers Show

The divergence between revenue growth (21.3%) and underlying volume growth (11.3%) highlights the significant contribution of price increases to top-line expansion. This pricing power, combined with the benefit of low-cost inventory, allowed Pidilite to not only pass on input cost inflation but also expand operating margins. The simultaneous beat in both C&B and B2B segment volumes against estimates, alongside improvement in segment margins, indicates successful operational leverage across the portfolio. However, the contraction in gross margins serves as a cautionary signal regarding persistent input cost pressures, necessitating continuous monitoring of raw material trends and freight costs.