Key takeaway: Eureka Forbes Limited reported a revenue growth of 15.3% year-on-year for Q1 FY27, reaching INR 701 crores, driven by strong performance in the water purifier segment and emerging categories like robotics and water softeners. Management noted that the water purifier category experienced high teens growth, supported by double-digit volume increases. The company also highlighted successful marketing initiatives, including a campaign featuring a celebrity to boost robotics adoption. Despite inflationary pressures impacting gross margins, which declined to 58.4%, management expressed confidence in maintaining EBITDA margins in line with the previous year. The service revenue growth remained stable, although some bookings were deferred due to recent price increases. Management emphasized ongoing investments in brand and distribution capabilities to support future growth, while also focusing on operational efficiencies to mitigate cost pressures.

Key takeaway: Eureka Forbes Limited reported its financial results for the quarter ended June 30, 2026, highlighting a revenue growth of 15.3% year-over-year, the highest in its transformation journey. The growth was attributed to double-digit volume increases and price hikes in water purifiers, alongside strong performance in emerging categories. The product business revenue grew in the late teens, while the adjusted EBITDA margin decreased by 46 basis points to 10.5% due to commodity inflation and increased advertising and sales promotion expenses. Profit After Tax (PAT) grew by 43.9% year-over-year to Rs 55.4 crore, with management noting a solid start to FY27 and a focus on enhancing growth and transformation. The presentation emphasized the company's strong fundamentals despite external uncertainties and detailed ongoing initiatives to drive product innovation and service awareness.

Key takeaway: Eureka Forbes Limited reported strong performance in Q4 FY26, with revenue growth of 11.6% year-on-year to INR 684 crores, driven by double-digit growth in the water purifier segment and emerging categories. Management highlighted a broad-based growth across channels and geographies, with improved service metrics and a successful influencer-led marketing campaign generating over 1 billion views. The adjusted EBITDA margin reached a record 13.2%, despite rising input costs, attributed to a 6-7% price increase implemented in April. For FY26, total revenue grew 11.3% to INR 2,710 crores, marking the second consecutive year of double-digit growth. Management emphasized a strategic shift towards becoming a multi-category health and hygiene company, with significant growth opportunities in robotics, air purifiers, and water softeners. The company ended FY26 with a net cash surplus of INR 443 crores, enhancing its financial flexibility.

Key takeaway: Eureka Forbes Limited reported its financial results for Q4 and FY26, highlighting an 11.6% year-over-year revenue growth in Q4, driven by strong performance in water purifiers and emerging categories. The company achieved its highest-ever adjusted EBITDA margin of 13.2%, with adjusted EBITDA increasing by 13.1% to Rs 90.2 Cr. For the full year, revenue grew by 11.3%, with adjusted EBITDA rising by 16.4% to Rs 331.9 Cr and a margin expansion to 12.2%. Management noted that the growth was broad-based across categories and geographies, and emphasized improvements in customer experience. Despite external challenges, the company maintained a strong cash position with a net surplus of Rs 443.3 Cr. Management expressed confidence in continuing to drive growth and profitability through strategic investments and operational efficiencies.

Key takeaway: During the Q3 FY26 earnings conference call held on February 5, 2026, management reported an 8% year-on-year revenue growth, with adjusted EBITDA margins expanding by 57 basis points to 11.3%. The company faced macro challenges, particularly in consumer demand post-festive season, leading to elevated trade inventories, especially in the e-commerce channel and the Water Purifier category. Despite these challenges, management noted that their Water Purifiers outperformed the category, gaining market share. Emerging categories like Robotics and Air Purifiers showed strong growth, with the latter achieving a threefold increase in performance. Management emphasized a commitment to driving growth through various strategies, including enhancing customer experience and expanding service offerings. They set a long-term goal of achieving 2x revenue and 3x EBITDA by FY30, while acknowledging that Q3's slowdown was a temporary aberration. The overall business remains on a firm footing, supported by strong fundamentals and category relevance.

Key takeaway: Eureka Forbes Limited reported an 8.0% year-on-year revenue growth for the quarter ended December 31, 2025, reaching Rs. 645.4 Cr. The growth was driven by strong performance in Robotics and a threefold increase in Air Purifier sales, although Water Purifiers faced challenges due to high channel inventory and reduced consumer demand. The adjusted EBITDA margin improved by 57 basis points to 11.3%, with adjusted EBITDA rising 13.7% to Rs. 73.2 Cr. Profit After Tax increased by 11.9% to Rs. 39.0 Cr, excluding a one-time impact of Rs. 40.4 Cr related to new Labour Codes. Management highlighted the resilience of the business in a challenging macro environment and noted ongoing momentum in service bookings, with a third consecutive quarter of double-digit growth. The company remains focused on its transformation strategy and long-term growth ambitions.