• Q4 Financial Performance: Net profit grew 37% to ₹584 crore on a 14% revenue increase to ₹3,583 crore, supported by 15.4% underlying volume growth and nearly 300 bps EBITDA margin expansion to 24.2%.
• Capex and Capacity: Annual capex is budgeted at 3% to 5% of revenue (around ₹584 to ₹600 crore), funding localized Roff plant additions and a large Fevicol premium white glue plant commissioning in West India in Q1 FY27.
• Geographic and Network Expansion: Direct distribution reached over 40,000 Indian towns and villages, while international efforts are focused on strengthening South Asian operations, expanding across African clusters, and exploring Southeast Asia.
• Inflation and Margin Guidance: In response to crude-linked raw material inflation of about 50% across its basket, calibrated price increases were implemented in April and May, with long-term EBITDA margins guided to remain within the 20% to 24% band.