High Scoring Large Cap stocks have outperformed low scoring stocks by 90% over last 4 years
Balance Sheet: Strong Balance Sheet.
Profitability: Very strong Profitability. One year profit margin are 17%.
Size: It is among the top 200 market size companies of india.
Smart Money: Smart money has been increasing their position in the stock.
Buy Backs: Company has bought back it's stock in the past which is a good thing.
Past Returns: In past three years, the stock has provided 5% return compared to 8.9% by NIFTY 50.
Valuation | |
|---|---|
| Market Cap | 1.49 LCr |
| Price/Earnings (Trailing) | 61 |
| Price/Sales (Trailing) | 10.05 |
| EV/EBITDA | 39.57 |
| Price/Free Cashflow | 66.79 |
| MarketCap/EBT | 44.96 |
| Enterprise Value | 1.49 LCr |
Fundamentals | |
|---|---|
| Revenue (TTM) | 14.87 kCr |
| Rev. Growth (Yr) | 13.2% |
| Earnings (TTM) | 2.47 kCr |
| Earnings Growth (Yr) | 36.6% |
Profitability | |
|---|---|
| Operating Margin | 22% |
| EBT Margin | 22% |
| Return on Equity | 22.36% |
| Return on Assets | 16.01% |
| Free Cashflow Yield | 1.5% |
Growth & Returns | |
|---|---|
| Price Change 1W | -0.60% |
| Price Change 1M | 10.4% |
| Price Change 6M | 0.50% |
| Price Change 1Y | -5.4% |
| 3Y Cumulative Return | 5% |
| 5Y Cumulative Return | 9.3% |
| 7Y Cumulative Return | 14.2% |
| 10Y Cumulative Return | 17.1% |
Cash Flow & Liquidity | |
|---|---|
| Cash Flow from Investing (TTM) | -1.23 kCr |
| Cash Flow from Operations (TTM) | 2.83 kCr |
| Cash Flow from Financing (TTM) | -1.67 kCr |
| Cash & Equivalents | 232.49 Cr |
| Free Cash Flow (TTM) | 2.24 kCr |
| Free Cash Flow/Share (TTM) | 21.98 |
Balance Sheet | |
|---|---|
| Total Assets | 15.43 kCr |
| Total Liabilities | 4.38 kCr |
| Shareholder Equity | 11.05 kCr |
| Current Assets | 8.53 kCr |
| Current Liabilities | 3.59 kCr |
| Net PPE | 2.93 kCr |
| Inventory | 1.74 kCr |
| Goodwill | 1.29 kCr |
Capital Structure & Leverage | |
|---|---|
| Debt Ratio | 0.01 |
| Debt/Equity | 0.01 |
| Interest Coverage | 60.28 |
| Interest/Cashflow Ops | 53.18 |
Dividend & Shareholder Returns | |
|---|---|
| Dividend/Share (TTM) | 15 |
| Dividend Yield | 1.01% |
| Shares Dilution (1Y) | 0.00% |
| Shares Dilution (3Y) | 0.10% |
Balance Sheet: Strong Balance Sheet.
Profitability: Very strong Profitability. One year profit margin are 17%.
Size: It is among the top 200 market size companies of india.
Smart Money: Smart money has been increasing their position in the stock.
Buy Backs: Company has bought back it's stock in the past which is a good thing.
Past Returns: In past three years, the stock has provided 5% return compared to 8.9% by NIFTY 50.
Investor Care | |
|---|---|
| Dividend Yield | 1.01% |
| Dividend/Share (TTM) | 15 |
| Shares Dilution (1Y) | 0.00% |
| Earnings/Share (TTM) | 24.06 |
Financial Health | |
|---|---|
| Current Ratio | 2.38 |
| Debt/Equity | 0.01 |
Technical Indicators | |
|---|---|
| RSI (14d) | 63.68 |
| RSI (5d) | 46.43 |
| RSI (21d) | 67.8 |
| MACD Signal | Buy |
| Stochastic Oscillator Signal | Hold |
| SharesGuru Signal | Buy |
| RSI Signal | Hold |
| RSI5 Signal | Hold |
| RSI21 Signal | Hold |
| SMA 5 Signal | Buy |
| SMA 10 Signal | Buy |
| SMA 20 Signal | Buy |
| SMA 50 Signal | Buy |
| SMA 100 Signal | Buy |
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.
During the earnings call on May 8, 2026, management provided a positive outlook for Pidilite Industries. They reported a significant Q4 standalone revenue of INR 3,272 crores, demonstrating a 15.3% growth in value, underpinned by the same percentage in underlying volume growth (UVG). Notably, the Consumer and Bazaar segment achieved a UVG of 15.4%, while B2B recorded 14.8%. The EBITDA margin expanded by 280 basis points to 23.4%, and EBITDA grew by 31.1%. Management highlighted that the gross margin increased by 100 basis points compared to Q4 last year.
Looking ahead, management expects underlying volume growth to continue positively, aiming to sustain an annual UVG growth target of around 11%-15% for FY27. They acknowledged recent buoyancy in urban demand, attributing it to favorable economic measures, including a supportive budget that provided an estimated INR 100,000 crores to taxpayers.
Management underscored their strategy in response to rising raw material costs, stating that total COGS inflation is around 40%-50%. They have already taken price hikes of approximately 12%-15% across categories to mitigate the inflation impact. Future pricing strategies will depend on the broader market dynamics, including the stabilization of geopolitical tensions in West Asia.
In terms of major initiatives, management confirmed their commitment to invest in capacity expansion"”capex is expected to be around 3%-5% of revenue. Additionally, they reported significant growth in segments like waterproofing, as well as strong performance in innovation-led products.
Regarding dividends, the Board proposed a final dividend of INR 11.5 per share, signaling a payout ratio around 70%, including the prior special dividend of INR 5. They emphasized their focus on maintaining strong financial health while pursuing strategic growth opportunities.
Question from Abneesh Roy: "Why transfer your BuildNext platform to JSW One? Is this a financial investment in JSW One given there is a plan for an IPO? Could there be some kind of a strategic tie-up in paints also?"
Answer from Sudhanshu Vats: "We found strategic synergies in this transaction. BuildNext has a good home in JSW One, and post-transaction, we will be shareholders. We plan to explore further synergies over time, but for now, it's about leveraging our strategic alignment."
Question from Abneesh Roy: "Are you seeing a genuine demand recovery across sectors? Is anything one-off this quarter's volume growth?"
Answer from Sudhanshu Vats: "No one-offs are contributing to the 15% volume growth; our urban demand is buoyant due to actions taken previously, including the GST 2.0 and budget announcements. We had strong performances in January and February before recent geopolitical events."
Question from Sonali Salgaonkar: "How do we foresee navigating the situation with VAM prices surged 70% due to the West Asia conflict?"
Answer from Sudhanshu Vats: "Our priorities are safety, supply security, and managing inflation. We have engaged alternate suppliers and taken calibrated price increases. We remain hopeful about resolving the West Asia conflict soon, which could ease inflationary pressures."
Question from Percy Panthaki: "What is the overall weighted average inflation in your cost of goods sold (COGS)?"
Answer from Sudhanshu Vats: "We see inflation between 40% to 50% across our weighted raw material basket. We aim to pass these costs to consumers cautiously while focusing on maintaining growth and demand generation through marketing efforts."
Question from Naveen Trivedi: "Was there any trade channel stock benefit in the Consumer and Bazaar segment's 15% volume growth?"
Answer from Sudhanshu Vats: "Our demand has been buoyant, and we typically do not load stock in March. The growth is largely a result of improved performance across our categories, underpinned by demand generation efforts and product momentum rather than stock loading."
Question from Rajeshvari: "Did you invest ahead of demand in certain manufacturing categories?"
Answer from Sudhanshu Vats: "Our capex strategy is to keep within 3% to 5% of revenue, which includes growth capex anticipating future demands, along with investments in automation and new categories. We continually assess capacity needs to match market growth."
Question from Jay Doshi: "Are you seeing unorganized players struggle due to supply chain disruptions?"
Answer from Sudhanshu Vats: "Yes, unorganized players often have challenges during volatility. While it's early to measure market share gains, we've observed some early trends in sectors where we compete, particularly in tile adhesives."
Question from Abneesh Roy (follow-up): "What will your overall consolidated price hike look like amidst RM inflation?"
Answer from Sandeep Batra: "We've already implemented price increases of around 12% to 15% blended company-wide in April and May. This takes into account the variances across different product categories, but it reflects the need to manage cost inflation."
Analysis of Pidilite Industries's financial performance, highlighting revenue trends, growth patterns, and key metrics through quarterly analysis.
Last Updated: Mar 31, 2026
| Description | Share | Value |
|---|---|---|
| Consumer & Bazaar | 76.1% | 2.8 kCr |
| Business to Business | 23.9% | 865.4 Cr |
| Total | 3.6 kCr |
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 | 4.96% |
| Life Insurance Corporation Of India | 3.62% |
| 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 | 1.35% |
| Icici Prudential Focus Equity Fund | 1.33% |
| Narendrakumar Kalyanji Parekh | 1.31% |
| 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
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 | 2.5 LCr | 35.35 kCr | +7.50% | +11.80% | 64.95 | 7.07 | - | - |
| BERGEPAINT | Berger Paints India | 62.2 kCr | 11.99 kCr | +12.40% | -6.80% | 55.17 | 5.19 | - | - |
| ASTRAL | ASTRAL | 41.66 kCr | 6.2 kCr | -4.90% | +15.40% | 82.84 | 6.72 | - | - |
| KANSAINER | Kansai Nerolac Paints | 17.96 kCr | 8.2 kCr | +13.10% | -16.60% | 30.46 | 2.19 | - | - |
| AKZOINDIA | Akzo Nobel India | 13.37 kCr | 3.72 kCr | -2.10% | -15.50% | 6.78 | 3.6 | - | - |
| JYOTHYLAB | JYOTHY LABS | 8.05 kCr | 3.01 kCr | -2.50% | -36.90% | 24.15 | 2.67 | - | - |
Comprehensive comparison against sector averages
PIDILITIND metrics compared to Chemicals
| Category | PIDILITIND | Chemicals |
|---|---|---|
| PE | 61.00 | 44.57 |
| PS | 10.05 | 4.20 |
| Growth | 11.1 % | 6.9 % |
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.
PIDILITIND vs Chemicals (2021 - 2026)