Pidilite Industries Limited announced its unaudited financial results for the quarter and nine months ended December 31, 2025, demonstrating strong operational performance across both standalone and consolidated metrics. The adhesives and specialty chemicals manufacturer reported significant growth in revenue, profitability, and operational efficiency during the third quarter of FY26.

Standalone Financial Performance

The company's standalone operations showed robust growth during Q3FY26. Revenue from operations increased by 10.88% year-on-year to ₹3,436.18 crores compared to ₹3,099.08 crores in Q3FY25. Net profit for the quarter grew by 12.48% to ₹601.21 crores from ₹534.50 crores in the corresponding quarter of the previous year.

For the nine-month period ended December 31, 2025, revenue from operations reached ₹10,202.79 crores, representing a 10.64% increase from ₹9,221.84 crores in the same period last year. Net profit for the nine months stood at ₹1,836.91 crores, up 12.83% from ₹1,628.07 crores in the previous year.

EBITDA Performance and Margin Expansion

The company demonstrated strong operational efficiency with EBITDA reaching ₹8.94 billion in Q3FY26, marking a significant 12.17% year-on-year growth from ₹7.97 billion in Q3FY25. More importantly, the EBITDA margin expanded to 24.10% compared to 23.66% in the corresponding quarter of the previous year, indicating improved operational leverage and cost management.

Consolidated Results

On a consolidated basis, the company reported revenue from operations of ₹37.1 billion rupees in Q3FY26, up from ₹33.69 billion rupees in Q3FY25, marking a 10.12% year-on-year growth. Consolidated net profit attributable to shareholders reached ₹6.2 billion rupees compared to ₹5.52 billion rupees in the previous year, representing an 12.32% increase. The consolidated net profit was marginally below analyst estimates of ₹6.25 billion rupees.

Segment-wise Performance

The Consumer & Bazaar segment continued to be the primary growth driver, generating revenue of ₹2,802.31 crores in Q3FY26 compared to ₹2,493.50 crores in Q3FY25, marking a 12.39% year-on-year growth. The Business to Business segment reported revenue of ₹667.15 crores versus ₹648.49 crores in the previous year.

Exceptional Items and Corporate Developments

The company reported exceptional items of ₹7.55 crores in Q3FY26, primarily due to impairment loss on loan given to an associate of a wholly owned subsidiary and on investment in a subsidiary. During the nine-month period, the company implemented a 1:1 bonus share issue approved through postal ballot on September 11, 2025, with 50,88,57,016 equity shares allotted as bonus shares on September 24, 2025. The company recognized an estimated incremental impact due to the New Labour Codes notified by the Government of India on November 21, 2025, resulting in additional provisions of ₹37.06 crores towards gratuity and ₹10.53 crores towards compensated absences.

Pidilite Industries Limited has strengthened its senior management team with two key appointments, as announced in a regulatory filing dated February 2, 2026. The company's Nomination and Remuneration Committee approved these strategic additions to enhance its leadership capabilities across legal and new business development functions.

Key Appointments

The company has appointed two experienced professionals to senior management positions, both effective from February 2, 2026:

Professional Background and Experience

Mrs. Ami Parikh - President, Legal

Mrs. Parikh brings substantial expertise to her new role with the following credentials:

• Age: 48 years
• Educational Background: Law graduate with commerce foundation
• Professional Experience: 25 years in legal and compliance domain
• Work Environment: Extensive experience across both corporate and law firm settings

Mr. Rajesh Joshi - Chief Business Officer, New Businesses

Mr. Joshi's appointment strengthens the company's new business initiatives with his diverse industry experience:

Strategic Implications

These appointments reflect Pidilite Industries' focus on strengthening its organizational structure across critical functions. The addition of Mrs. Parikh as President – Legal reinforces the company's commitment to robust legal and compliance frameworks, while Mr. Joshi's appointment as Chief Business Officer for New Businesses indicates the company's emphasis on expanding into new market segments and business opportunities.

The appointments were formally communicated to both BSE Limited (Stock Code: 500331) and National Stock Exchange of India Limited (Stock Code: PIDILITIND) in compliance with Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.