📈 Live Market Tracking
Every NSE and BSE corporate filing, read and explained by AI within minutes — impact, key figures, short/long-term view and what to watch.
Live · AI analyzer runs every 5 min (07:00–23:55 IST)
0 analysed today
FollowTelegram
0
Today
154,243
All-time analysed
44,385
Positive
6,858
Negative
94,004
Neutral
8,928
Watch
📊 Last 7 days — analysed filings by sentiment
Note: These are AI-generated, educational summaries of public NSE
filings — grounded in each document, but not investment advice and possibly incomplete.
Verify against the original filing and consult a SEBI-registered adviser before acting.
26 announcements match the current filters (relevance ≥ 5).
Pidilite Q3 FY26: Consolidated PAT up 12% to ₹624 Cr with 9.3% Volume Growth
Pidilite Industries reported a steady Q3 FY26 performance with consolidated revenue growing 10.2% YoY to ₹3,699 Cr. Growth was primarily driven by a robust 9.3% underlying volume growth (UVG), with the core Consumer & Bazaar segment growing at 9.7%. Despite a one-time ₹53 Cr impact from new labor code provisions which spiked staff costs by 21%, EBITDA margins improved to 24.2%. Standalone PAT grew by 12.5% to ₹601 Cr, supported by gross margin expansion to 55.7% due to lower input costs.
Key Highlights
Consolidated Revenue grew 10.2% YoY to ₹3,699 Cr with an underlying volume growth of 9.3%
Gross Margins expanded to 55.7% from 53.7% YoY, benefiting from benign input prices
Consolidated PAT increased by 12.0% to ₹624 Cr, while Standalone PAT rose 12.5% to ₹601 Cr
Staff costs increased by 21.6% due to a one-time ₹53 Cr provision for the new labor code
Domestic B2B segment recorded strong growth with 15.6% UVG, though exports declined by 28.8%
👀 What to Watch
Investors should focus on the strong volume growth and margin expansion which indicate high pricing power and operational efficiency. The one-time labor cost provision is non-recurring, suggesting even stronger underlying profitability for future quarters.
Pidilite Q3 FY26: Net Profit Up 12% to ₹624 Cr; Strong 9.3% Volume Growth
Pidilite Industries reported a strong performance for Q3 FY26, with consolidated net profit rising 12% YoY to ₹624 crore. Revenue grew by 10.2% to ₹3,699 crore, supported by a healthy 9.3% underlying volume growth (UVG) in the standalone business. The Consumer & Bazaar segment was the primary driver with 12.4% revenue growth, while gross margins expanded by over 200 bps due to lower input costs. Management remains optimistic about future demand, citing infrastructure push and favorable monsoons as key tailwinds.
Key Highlights
Consolidated Net Sales grew 10.2% YoY to ₹3,699 crore for the quarter ended December 2025.
Standalone Underlying Volume Growth (UVG) remained robust at 9.3% for the quarter.
Consumer & Bazaar (C&B) segment revenue increased by 12.4% with EBIT margins expanding to 31.2%.
Consolidated Gross Margins improved by 222 bps YoY, driven by softening raw material prices.
Consolidated EBITDA grew by 12.0% to ₹894 crore, maintaining a healthy margin of 24.2%.
👀 What to Watch
Investors should take note of the consistent double-digit growth and margin expansion despite export headwinds in the B2B segment. The company's strong volume growth and market leadership in adhesives make it a resilient pick for long-term portfolios.
Pidilite Industries Approves Q3 FY26 Unaudited Financial Results
Pidilite Industries has officially released its standalone and consolidated financial results for the quarter and nine months ended December 31, 2025. The Board of Directors approved the unaudited figures in a meeting concluded on February 3, 2026. The filing includes the mandatory Limited Review Report from the auditors, ensuring regulatory compliance. Investors should now focus on the detailed financial tables to evaluate segment-wise performance and margin trends.
Key Highlights
Board approved unaudited financial results for the quarter and nine months ended December 31, 2025.
The Board meeting was conducted on February 3, 2026, between 2:30 p.m. and 6:00 p.m.
Submission includes both Standalone and Consolidated financial statements as per SEBI regulations.
A Limited Review Report from the statutory auditors was provided alongside the results.
👀 What to Watch
Investors should examine the detailed financial disclosure for volume growth in the Consumer & Bazaar segment. Pay close attention to EBITDA margins and the impact of raw material price fluctuations.
Pidilite Appoints Dr. Naushad Forbes as Independent Director for 5-Year Term
Pidilite Industries has appointed Dr. Naushad Darius Forbes as an Additional Independent Director for a five-year term effective January 21, 2026. Dr. Forbes is a highly distinguished industry leader, serving as the Co-Chairman of Forbes Marshall and having previously served as the President of the Confederation of Indian Industry (CII) in 2016-17. With a PhD from Stanford University and extensive experience in technology and innovation, his addition is expected to strengthen the board's strategic oversight. The appointment is subject to shareholder approval and follows the recommendation of the Nomination and Remuneration Committee.
Key Highlights
Appointment of Dr. Naushad Darius Forbes as Independent Director for a first term of 5 consecutive years.
Dr. Forbes holds Bachelor’s, Master’s, and PhD degrees from Stanford University.
He currently serves as Co-Chairman of Forbes Marshall and Chairman of Ananta Aspen Centre.
Former President of the Confederation of Indian Industry (CII) for the 2016-17 period.
The Board meeting for this appointment concluded within 45 minutes on January 21, 2026.
👀 What to Watch
Investors should view this as a positive corporate governance development given Dr. Forbes's significant industrial and academic credentials. No immediate portfolio changes are required, but the appointment reinforces the company's commitment to high-quality leadership.
Pidilite Subsidiary Swaps Pepperfry Stake for 2.20% Shareholding in TCC Concept Ltd
Pidilite Industries' wholly-owned subsidiary, Pidilite Ventures Pvt. Ltd. (PVPL), has exited its investment in Pepperfry Limited. The exit was executed through a 100% share swap deal with TCC Concept Ltd. (TCC), which has acquired Pepperfry. As a result of this transaction, PVPL now holds a 2.20% equity stake in TCC Concept Ltd. This move represents a strategic realignment of Pidilite's venture portfolio and is not a related party transaction.
Key Highlights
Pidilite Ventures Pvt. Ltd. (PVPL) transferred its entire shareholding in Pepperfry Limited to TCC Concept Ltd.
The transaction was structured as a 100% share swap deal following TCC's acquisition of Pepperfry.
PVPL now holds a 2.20% equity stake in TCC Concept Ltd. post-transaction.
The deal is a non-related party transaction with no promoter group interest in the acquiring entity.
👀 What to Watch
This is a routine portfolio management activity by Pidilite's venture arm and does not impact core business operations. Investors should maintain their current outlook on the stock as the fundamental adhesive business remains unchanged.
Pidilite subsidiary receives penalty order of ₹1,97,11,453
Pidilite Industries Limited announced that its subsidiary, Nina Percept Pvt Ltd, received an order from the Office of Assistant Commissioner, CGST & Central Excise, Division-III, Noida. The order imposes a penalty of ₹1,97,11,453 for the FY 2018-19 to 2020-21 under the Central Goods and Services Tax Act. Pidilite is reviewing the order and evaluating options, including appealing to the highest authority. The company states that there is no material impact on the financials, operations, or other activities of the company.
Key Highlights
Penalty of ₹1,97,11,453 imposed on Nina Percept Pvt Ltd.
Order dated 28th November, 2025 received on 04th December, 2025.
Penalty imposed under Central Goods and Services Tax Act for FY 2018-19 to 2020-21.
Order issued by Office of Assistant Commissioner, CGST & Central Excise, Division-III, Noida.
👀 What to Watch
Investors should monitor Pidilite's actions regarding the appeal process. While the company claims no material impact, further developments could influence investor sentiment.
