Conference Call with Indo Count Industries Management and Analysts on Q2FY26 Performance and Outlook. Listen to the full earnings transcript.
Textiles company Indo Count Industries announced Q2FY26 results Financial Highlights: Total Income: Rs 1,082 crore compared to Rs 1,045 crore during Q2FY25, change 4%. EBITDA: Rs 123 crore compared to Rs 165 crore during Q2FY25, change -26%. EBITDA Margin: 11.4% for Q2FY26. PBT: Rs 52 crore compared to Rs 110 crore during Q2FY25, change -53%. PAT: Rs 39 crore compared to Rs 80 crore during Q2FY25, change -52%. EPS: Rs 1.97 for Q2FY26. Performance Highlights: Sustained Momentum in a Challenging Environment: Volume grew by 7% and Revenue by 12% on QoQ basis. Licensed Brand Portfolio Enhanced: Tommy Hilfiger added to the Utility Bedding Portfolio. Positive Traction Continues in New Businesses: Recorded revenue of Rs. 181 crore, up by ~40% on QoQ basis. Net debt to equity stood at 0.34x as on 30th September 2025. Near term challenges persist; long term growth roadmap intact. Anil Kumar Jain, Executive Chairman, said: “FY26 began in a highly fluid tariff environment with US tariff rates moving from 10% to 25% and subsequently to 50%. Navigating the business under such volatility has been challenging. However, our approach has remained consistent to maintain our market share and ensure our manufacturing facilities continue to operate optimally. Despite these challenging times, we delivered volume growth on QoQ basis. In the short term, we chose to share a portion of the additional tariff cost with customers on a case-by-case basis, which impacted margins this quarter. We anticipate this situation to prevail until the tariff structure stabilizes. During this period, we are enhancing operating efficiencies and expanding our presence in other markets, while maintaining a balance between market share and profitability. We are delighted to announce the addition of the globally renowned ‘Tommy Hilfiger’ brand to our licensed brand portfolio for the utility bedding segment. This marks our sixth licensed brand, further reinforcing our strong brand equity and the trust we enjoy with leading global partners. In addition, our successfully launched legacy brand, Wamsutta, has begun to gain traction in the U.S. market. As we move forward, we believe our new business segments will play a significant role in the Indo Count 2.0 growth journey.” Result PDF