Page (PAGEIND) — concall transcript

📢 Key Event
Page Industries reported Q1 FY27 results with 7.9% revenue growth and 4% PAT decline, citing temporary logistics disruptions resolved in Q2.

🔄 What Changed
Inventory days reduced from 73 to 66; undelivered billing of 3 days impacted Q1 revenue and was resolved in Q2; double-digit volume growth targeted for FY27.

🔮 What's Next
Double-digit volume growth target for FY27; EBITDA margin guidance maintained at 19-21%; full DMS rollout by year-end to stabilize distribution; CDP development for consumer insights.

💡 Investor Takeaway
Short-term logistics issues caused a temporary PAT dip, but operational improvements and pricing strategy support sustained growth outlook.

Page Industries reported Q1 FY27 revenue of INR14,204 million, up 7.9% YoY, with 5.7% volume growth and EBITDA of INR2,890 million (20.3% margin). PAT declined 4% YoY to INR1,928 million amid temporary logistics constraints causing 3 days of undelivered billing, resolved in Q2. Inventory days fell to 66 from 73, while strategic initiatives focus on digital transformation, athleisure expansion, and licensed merchandise collaborations with Disney and Marvel. Management targets double-digit volume growth in FY27 and maintains EBITDA margin guidance of 19-21% as input costs stabilize.

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About Page Industries Ltd (PAGEIND)

Textiles · Readymade Garments/ Apparells · Listed on BSE

Market Cap: ₹39,930.87 Cr P/E: 52.8 ROE: 50.3% ROCE: 70.2% Div Yield: 1.54%

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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