Chemicals & Petrochemicals
Valuation | |
|---|---|
| Market Cap | 1.46 LCr |
| Price/Earnings (Trailing) | 65.41 |
| Price/Sales (Trailing) | 10.34 |
| EV/EBITDA | 41.94 |
| Price/Free Cashflow | 42.25 |
| MarketCap/EBT | 48.02 |
| Enterprise Value | 1.46 LCr |
Fundamentals | |
|---|---|
Growth & Returns | |
|---|---|
| Price Change 1W | -1.2% |
| Price Change 1M | -3.5% |
| Price Change 6M | 0.40% |
| Price Change 1Y | -0.50% |
| 3Y Cumulative Return | 8% |
| 5Y Cumulative Return | 11.4% |
| 7Y Cumulative Return | 14.4% |
| 10Y Cumulative Return | 17.5% |
| Revenue (TTM) |
| 14.09 kCr |
| Rev. Growth (Yr) | 9.5% |
| Earnings (TTM) | 2.25 kCr |
| Earnings Growth (Yr) | 8.2% |
Profitability | |
|---|---|
| Operating Margin | 22% |
| EBT Margin | 22% |
| Return on Equity | 23.04% |
| Return on Assets | 16.17% |
| Free Cashflow Yield | 2.37% |
Cash Flow & Liquidity |
|---|
| Cash Flow from Investing (TTM) | -1.54 kCr |
| Cash Flow from Operations (TTM) | 2.29 kCr |
| Cash Flow from Financing (TTM) | -917.94 Cr |
| Cash & Equivalents | 251.55 Cr |
| Free Cash Flow (TTM) | 1.83 kCr |
| Free Cash Flow/Share (TTM) | 36.03 |
Balance Sheet | |
|---|---|
| Total Assets | 13.9 kCr |
| Total Liabilities | 4.14 kCr |
| Shareholder Equity | 9.76 kCr |
| Current Assets | 7.26 kCr |
| Current Liabilities | 3.38 kCr |
| Net PPE | 2.9 kCr |
| Inventory | 1.51 kCr |
| Goodwill | 1.28 kCr |
Capital Structure & Leverage | |
|---|---|
| Debt Ratio | 0.01 |
| Debt/Equity | 0.01 |
| Interest Coverage | 55.33 |
| Interest/Cashflow Ops | 44.69 |
Dividend & Shareholder Returns | |
|---|---|
| Dividend/Share (TTM) | 15 |
| Dividend Yield | 1.05% |
| Shares Dilution (1Y) | 0.00% |
| Shares Dilution (3Y) | 0.10% |
Size: It is among the top 200 market size companies of india.
Buy Backs: Company has bought back it's stock in the past which is a good thing.
Balance Sheet: Strong Balance Sheet.
Profitability: Very strong Profitability. One year profit margin are 16%.
Momentum: Stock is suffering a negative price momentum. Stock is down -3.5% in last 30 days.
Smart Money: Smart money is losing interest in the stock.
Technicals: SharesGuru indicator is Bearish.
Insider Trading: Significant insider selling noticed recently.
Past Returns: In past three years, the stock has provided 8% return compared to 12.8% by NIFTY 50.
Size: It is among the top 200 market size companies of india.
Buy Backs: Company has bought back it's stock in the past which is a good thing.
Balance Sheet: Strong Balance Sheet.
Profitability: Very strong Profitability. One year profit margin are 16%.
Momentum: Stock is suffering a negative price momentum. Stock is down -3.5% in last 30 days.
Smart Money: Smart money is losing interest in the stock.
Technicals: SharesGuru indicator is Bearish.
Insider Trading: Significant insider selling noticed recently.
Past Returns: In past three years, the stock has provided 8% return compared to 12.8% by NIFTY 50.
Investor Care | |
|---|---|
| Dividend Yield | 1.05% |
| Dividend/Share (TTM) | 15 |
| Shares Dilution (1Y) | 0.00% |
| Earnings/Share (TTM) | 21.88 |
Financial Health | |
|---|---|
| Current Ratio | 2.15 |
| Debt/Equity | 0.01 |
Technical Indicators | |
|---|---|
| RSI (14d) | 32.1 |
| RSI (5d) | 29.01 |
| RSI (21d) | 46.68 |
| MACD Signal | Sell |
| Stochastic Oscillator Signal | Hold |
| SharesGuru Signal | Sell |
| RSI Signal | Hold |
| RSI5 Signal | Buy |
| RSI21 Signal | Hold |
| SMA 5 Signal | Sell |
| SMA 10 Signal |
Updated Nov 5, 2025
Despite the positive growth outlook, the average brokerage recommendation for Pidilite Industries is a 'Hold', indicating caution.
The stock saw only a minor increase of 0.3% following the last quarter's results, suggesting limited market enthusiasm.
Analysts and investors may remain cautious despite the overall positive projections for Pidilite Industries Ltd.
Summary of Pidilite Industries's latest earnings call, featuring management's outlook on business performance, financial results, and analyst Q&A sessions that highlight key strategic initiatives and market challenges.
In the earnings call for Q1 FY '26 held on August 7, 2025, Pidilite Industries management provided an optimistic outlook supported by robust financial performance. The standalone revenue reached INR 3,467 crores, reflecting a 10.6% increase from the previous year, driven by an underlying volume growth (UVG) of 9.9%. The Consumer and Bazaar segment grew at 9.3%, while the B2B segment reported a significant 12.6% growth.
Key forward-looking points include:
Dividend and Bonus Issue: The Board announced a special interim dividend of INR 10 per share and a 1:1 bonus issue, marking the first bonus issue in 15 years.
Geographical Performance: Rural growth continues to outpace urban growth, with insights indicating that competitive intensity in states like Andhra Pradesh and Gujarat has eased, although challenges remain in Kerala.
Profit Growth: The profit before tax (PBT) increased by 18.5% year-over-year, while profit after tax (PAT) grew by close to 18%. EBITDA margins rose to 25.6%, a 101 basis point improvement from the previous year.
Future Strategies: Management emphasized continuous premiumization of products, especially in the tile adhesive market, along with a strong growth trajectory in the waterproofing segment under the Dr. Fixit brand.
Pricing Growth Outlook: Management indicated a tactical approach to pricing, with expectations of continued positive pricing growth but at a modest level due to benign input costs.
Expectations for Volume Growth: There is a strong emphasis on maintaining or exceeding the current UVG of 10%, with optimisms about sustained growth across various product categories and regions, particularly driven by innovative products and strong brand positioning.
Overall, management conveyed confidence in achieving double-digit growth amidst favorable market dynamics and effective strategic initiatives.
Understand Pidilite Industries ownership landscape with insights into key distribution patterns, offering investors a clear view of stakeholder dynamics.
| Shareholder Name | Holding % |
|---|---|
| Madhukar Balvantray Parekh partner representing Triveni Corporations | 9.42% |
| Narendrakumar Kalyanji Parekh partner representing J. Ben & Co. | 8.53% |
| Ajay Balvantray Parekh partner representing PBS Business Corporation | 7.43% |
| Mrudula Sushilkumar Parekh partner representing Kalva Commercial Company | 7.17% |
| Devkalyan Sales Private Ltd | 5.15% |
| Ishijas Chemicals Private Limited |
Detailed comparison of Pidilite Industries against industry peers, highlighting key financial metrics, valuation ratios, and performance indicators to provide competitive context within the sector.
Ticker | Name | Mkt Cap | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
|---|---|---|---|---|---|---|---|---|---|
| ASIANPAINT | Asian Paints | 2.33 LCr | 35.35 kCr | -12.30% | +7.90% | 60.53 | 6.59 | - | - |
| BERGEPAINT | Berger Paints India | 53.97 kCr |
Comprehensive comparison against sector averages
PIDILITIND metrics compared to Chemicals
| Category | PIDILITIND | Chemicals |
|---|---|---|
| PE | 65.22 | 43.74 |
| PS | 10.31 | 4.07 |
| Growth | 9.6 % | 5.5 % |
Pidilite Industries is a prominent Specialty Chemicals company based in Mumbai, India, with the stock ticker PIDILITIND. It boasts a market capitalization of Rs. 154,679.2 Crores.
The company specializes in the manufacture and sale of consumer and specialty chemicals, operating through two main segments:
Branded Consumer & Bazaar: This segment provides a range of products such as adhesives, sealants, art and craft materials, and construction and paint chemicals. These are primarily aimed at carpenters, painters, plumbers, mechanics, households, students, and offices.
Business to Business: This segment focuses on supplying industrial adhesives and resins, construction chemicals, organic pigments, and pigment preparations, catering to various industries including packaging, joineries, textiles, paints, printing inks, paper, and leather.
Pidilite's product offerings are marketed under well-known brands like Fevicol, Fevicol MR, Dr. Fixit, Fevikwik, M-Seal, and many more.
Founded in 1959, the company has demonstrated strong financial performance, recording a trailing 12 months revenue of Rs. 13,116.7 Crores and a profit of Rs. 1,972.9 Crores in the past four quarters. Additionally, Pidilite Industries has experienced a revenue growth of 35.3% over the past three years.
The company values its investors, distributing dividends with a yield of 0.94% per year, having returned Rs. 27 dividend per share in the last year. However, shareholders should note that there has been a 0.1% dilution of shareholdings in the past three years.
This is an informational page just to provide a quick 'first look' at the stock. You must do your own deeper research. Know your risk appetite. Consult a SEBI-registered financial advisor before making any investment decisions.
| Sell |
| SMA 20 Signal | Sell |
| SMA 50 Signal | Sell |
| SMA 100 Signal | Sell |
PIDILITIND vs Chemicals (2021 - 2026)
Pidilite Industries Ltd is expected to report Q2 2026 earnings with a revenue forecast of $35.35 billion, showing strong growth.
Change in Directorate • 21 Jan 2026 Appointment of Independent Director |
General • 15 Jan 2026 Intimation of Q3FY26 Earnings Call |
Certificate under Reg. 74 (5) of SEBI (DP) Regulations, 2018 • 07 Jan 2026 Certificate under Regulation 74(5) of SEBI (Depositories and Participants) Regulations, 2018 for the quarter ended 31.12.2025 |
General • 06 Jan 2026 General Updates |
General • 11 Dec 2025 Disclosure under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 |
Analyst / Investor Meet • 11 Dec 2025 Intimation of Schedule of Analyst/Institutional Investor Meetings under the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 |
This information is AI-generated and may contain inaccuracies. Please verify from multiple sources.
Question 1: Are Gujarat and Andhra Pradesh now normal versus pan-India growth? Any other states to highlight?
Question 2: Can you comment on Roff's pricing power versus paint legacy players?
Question 3: How are things progressing with the UnoFin product and Haisha Paints?
Question 4: What are your volume growth expectations for B2C segments like Araldite and Dr. Fixit?
Question 5: Can you provide guidance on pricing growth for the rest of the year?
Question 6: How are you viewing margins for FY '26?
Question 7: What is your stance on M&A opportunities?
Question 8: Are you seeing areas of competition that are particularly challenging?
This summary encapsulates the key questions and responses from the Q&A section while adhering to the character limit specified.
| 4.96% |
| Life Insurance Corporation Of India | 3.14% |
| Harton Private Limited | 2.43% |
| The Vacuum Forming Company Pvt Ltd | 2.43% |
| Pidichem Pvt Ltd | 1.75% |
| Ajay Balvantray Parekh | 1.67% |
| Madhukar Balvantray Parekh | 1.57% |
| Prakash Shah Trustee of SANMP Private Beneficiary Trust | 1.47% |
| Axis Elss Tax Saver Fund | 1.38% |
| Narendrakumar Kalyanji Parekh | 1.31% |
| Icici Prudential Focus Equity Fund | 1.24% |
| Darshana Bimal Mody | 1.13% |
| Ami Ajay Parekh | 1.09% |
| Kalpana Apurva Parekh | 1.04% |
| Mala Madhukar Parekh | 1.04% |
Distribution across major stakeholders
Distribution across major institutional holders
| 11.8 kCr |
| -13.70% |
| -2.70% |
| 50.04 |
| 4.57 |
| - |
| - |
| ASTRAL | ASTRAL | 39.67 kCr | 6.06 kCr | +6.30% | +0.60% | 77.88 | 6.55 | - | - |
| KANSAINER | Kansai Nerolac Paints | 18.61 kCr | 8.01 kCr | -2.20% | -2.20% | 16.26 | 2.32 | - | - |
| AKZOINDIA | Akzo Nobel India | 12.75 kCr | 3.93 kCr | -11.90% | -25.40% | 6.41 | 3.25 | - | - |
| JYOTHYLAB | JYOTHY LABS | 11.57 kCr | 2.9 kCr | -12.00% | -37.30% | 31.22 | 3.99 | - | - |
| -3.6% |
| 2,817 |
| 2,923 |
| 2,620 |
| 2,672 |
| 2,566 |
| 2,679 |
| Profit Before exceptional items and Tax | -14% | 788 | 916 | 602 | 752 | 726 | 770 |
| Exceptional items before tax | - | 0 | 0 | -24.92 | 0 | 0 | 0 |
| Total profit before tax | -14% | 788 | 916 | 577 | 752 | 726 | 770 |
| Current tax | -7.8% | 213 | 231 | 146 | 188 | 186 | 193 |
| Deferred tax | -269.1% | -9.87 | 7.43 | 2.92 | 6.96 | -1.34 | 5.37 |
| Total tax | -14.8% | 203 | 238 | 149 | 195 | 185 | 198 |
| Total profit (loss) for period | -13.7% | 585 | 678 | 428 | 557 | 540 | 571 |
| Other comp. income net of taxes | 791.8% | 12 | -0.59 | 5.25 | -0.94 | -2.73 | -7.28 |
| Total Comprehensive Income | -12% | 597 | 678 | 433 | 556 | 538 | 564 |
| Earnings Per Share, Basic | -16.4% | 5.69 | 6.61 | 4.15 | 5.43 | 5.255 | 5.575 |
| Earnings Per Share, Diluted | -16.4% | 5.68 | 6.595 | 4.145 | 5.42 | 5.245 | 5.57 |
| 23.2% |
| 1,545 |
| 1,254 |
| 1,045 |
| 905 |
| 788 |
| 737 |
| Finance costs | 21.4% | 35 | 29 | 29 | 26 | 17 | 13 |
| Depreciation and Amortization | 6.6% | 308 | 289 | 222 | 175 | 147 | 126 |
| Other expenses | 10% | 2,141 | 1,947 | 1,553 | 1,239 | 1,047 | 1,176 |
| Total Expenses | 7.2% | 9,581 | 8,936 | 8,992 | 6,943 | 4,833 | 4,988 |
| Profit Before exceptional items and Tax | 16.2% | 2,786 | 2,397 | 1,668 | 1,627 | 1,457 | 1,496 |
| Exceptional items before tax | -444.1% | -20.16 | 7.15 | 0 | 0 | -0.45 | -59.28 |
| Total profit before tax | 15.1% | 2,766 | 2,404 | 1,668 | 1,627 | 1,457 | 1,437 |
| Current tax | 11.8% | 676 | 605 | 423 | 361 | 375 | 369 |
| Deferred tax | 1171.4% | 16 | -0.4 | -12.51 | -2.08 | 0.12 | -33.32 |
| Total tax | 14.6% | 692 | 604 | 411 | 359 | 375 | 335 |
| Total profit (loss) for period | 15.3% | 2,074 | 1,799 | 1,257 | 1,269 | 1,081 | 1,102 |
| Other comp. income net of taxes | 41.1% | -11.4 | -20.04 | 1.45 | -9.07 | -0.71 | -11.2 |
| Total Comprehensive Income | 15.9% | 2,062 | 1,779 | 1,259 | 1,260 | 1,081 | 1,090 |
| Earnings Per Share, Basic | 16.1% | 20.385 | 17.695 | 12.365 | 12.48 | 10.64 | 10.845 |
| Earnings Per Share, Diluted | 16% | 20.34 | 17.675 | 12.36 | 12.475 | 10.635 | 10.84 |
| -62.1% |
| 151 |
| 397 |
| 142 |
| 135 |
| 257 |
| 351 |
| Investment property | -101% | 0 | 106 | 0 | 0 | 0 | 0 |
| Goodwill | 0% | 1,185 | 1,185 | 1,185 | 1,185 | 1,185 | 1,185 |
| Non-current investments | 0.8% | 1,145 | 1,136 | 1,085 | 1,054 | 1,101 | 1,004 |
| Loans, non-current | 57% | 11 | 7.37 | 20 | 7.75 | 10 | 6.2 |
| Total non-current financial assets | 1% | 1,201 | 1,189 | 1,147 | 1,101 | 1,149 | 1,045 |
| Total non-current assets | 1.8% | 6,817 | 6,699 | 6,470 | 6,353 | 6,294 | 6,018 |
| Total assets | -1% | 13,137 | 13,271 | 12,030 | 11,371 | 10,387 | 9,680 |
| Total non-current financial liabilities | -2.8% | 211 | 217 | 167 | 167 | 161 | 158 |
| Provisions, non-current | 1.8% | 115 | 113 | 89 | 80 | 77 | 65 |
| Total non-current liabilities | -0.3% | 719 | 721 | 638 | 622 | 620 | 599 |
| Borrowings, current | - | 0 | 0 | 0 | 0 | 0 | 0 |
| Total current financial liabilities | -2.1% | 2,468 | 2,520 | 2,332 | 2,099 | 2,040 | 1,817 |
| Provisions, current | -6.2% | 229 | 244 | 233 | 190 | 41 | 30 |
| Current tax liabilities | 610.5% | 136 | 20 | 94 | 23 | 121 | 38 |
| Total current liabilities | 3.6% | 2,976 | 2,873 | 2,756 | 2,411 | 2,307 | 1,973 |
| Total liabilities | 2.8% | 3,695 | 3,595 | 3,394 | 3,033 | 2,927 | 2,572 |
| Equity share capital | 102% | 102 | 51 | 51 | 51 | 51 | 51 |
| Total equity | -2.4% | 9,442 | 9,676 | 8,637 | 8,337 | 7,460 | 7,108 |
| Total equity and liabilities | -1% | 13,137 | 13,271 | 12,030 | 11,371 | 10,387 | 9,680 |
| -8.1% |
| 2,932 |
| 3,192 |
| 1,831 |
| 1,179 |
| - |
| - |
| Income taxes paid (refund) | 16% | 703 | 606 | 399 | 413 | - | - |
| Net Cashflows From Operating Activities | -13.8% | 2,228 | 2,586 | 1,432 | 766 | - | - |
| Cashflows used in obtaining control of subsidiaries | -60.6% | 68 | 171 | 79 | 360 | - | - |
| Proceeds from sales of PPE | -31.3% | 4.27 | 5.76 | 7 | 0.77 | - | - |
| Purchase of property, plant and equipment | -15.1% | 433 | 510 | 436 | 315 | - | - |
| Dividends received | 38.5% | 55 | 40 | 17 | 196 | - | - |
| Interest received | -29.7% | 5.63 | 7.59 | 2.32 | 0.58 | - | - |
| Other inflows (outflows) of cash | 12.2% | -1,079.45 | -1,229.45 | 0.12 | -0.26 | - | - |
| Net Cashflows From Investing Activities | 12.8% | -1,514.62 | -1,737.35 | -753.52 | -326.18 | - | - |
| Proceeds from issuing shares | 160.8% | 1.59 | 0.03 | 0 | 0.01 | - | - |
| Proceeds from borrowings | - | 0 | 0 | 0 | 50 | - | - |
| Repayments of borrowings | - | 0 | 0 | 105 | 0 | - | - |
| Payments of lease liabilities | 8.1% | 68 | 63 | 42 | 0 | - | - |
| Dividends paid | 45.3% | 813 | 560 | 508 | 432 | - | - |
| Interest paid | 158.5% | 1.38 | 0.35 | 18 | 20 | - | - |
| Net Cashflows from Financing Activities | -41.4% | -881.51 | -622.91 | -672.69 | -432.77 | - | - |
| Effect of exchange rate on cash eq. | -96% | 0.02 | 0.5 | 0 | -0.05 | - | - |
| Net change in cash and cash eq. | -174.7% | -167.79 | 227 | 6.15 | 6.63 | - | - |
Newspaper Publication • 04 Dec 2025 Newspaper publication regarding special window for re-lodgement of transfer requests of physical shares |
Analysis of Pidilite Industries's financial performance, highlighting revenue trends, growth patterns, and key metrics through quarterly analysis.
Last Updated: Dec 31, 2025
| Description | Share | Value |
|---|---|---|
| Consumer & Bazaar | 79.3% | 3 kCr |
| Business to Business | 20.7% | 777.7 Cr |
| Total | 3.8 kCr |