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
Textiles company Indo Count Industries announced Q1FY26 results Revenue: Rs 967 crore grew by 2% on YoY basis; margins expanded by 372bps on QoQ basis to 12.26%. EBITDA: Rs 119 crore compared to Rs 154 crore during Q1FY25, change -22.8%. EBITDA Margin: 12.26% for Q1FY26. PAT: Rs 38 crore compared to Rs 78 crore during Q1FY25, change -51.4%. EPS: Rs 1.91 for Q1FY26. Anil Kumar Jain, Executive Chairman, said: “FY26 began with uncertainties surrounding US tariffs, contributing to broader global challenges. While the impact of the tariff situation started becoming evident by late February 2025, Q1FY26 was the first full quarter following the temporary tariff phase. Despite the continued uncertainty, we remained focused on working closely with our customers and aligning our production with their sourcing strategies. This led to a lower volume offtake and temporarily subdued revenues for this quarter. While the trade deal is yet to be finalised, we view the current headwinds as near-term challenges. Indo Count have successfully managed such challenges firmly since its inception and has converted them into opportunities that drive long-term growth. Our commitment remains unwavering to ensure sustainable success for our team, stakeholders, and the broader community. We take immense pride in the re-launch of our legacy brand, Wamsutta, through the D2C channel in the USA market, which received an overwhelming response. As a 180-year-old heritage brand, Wamsutta has made a strong comeback with its premium bedding and bath offering, and we are confident that we will make further strides with the Brand. We are present in 50+ countries and have been growing our presence through focused efforts in the last few years. With governments signing new Free Trade Agreements (FTAs), our market share and contribution from ROW markets will improve in the near future.” Result PDF
Conference Call with Indo Count Industries Management and Analysts on Q4FY25 & Full Year Performance and Outlook. Listen to the full earnings transcript.