Key takeaway: During the Q4 FY26 earnings conference call, management reported a meaningful improvement in consumer sentiment and retail demand, which contributed to a 14.1% year-on-year revenue growth. The Managing Director, V.S. Ganesh, highlighted that strategic initiatives, including enhanced distribution and product innovation, supported this growth. The Chief Financial Officer, Deepanjan Bandyopadhyay, detailed that profit after tax increased by 9% to INR 1,787 million, while EBITDA grew by 10.7%. Management noted ongoing inflationary pressures, particularly in cotton, but stated that these were managed through strategic sourcing and operational efficiencies. The company also emphasized its digital transformation efforts and cybersecurity enhancements. Management set a goal of maintaining EBITDA margins between 19% and 21% for the upcoming year, despite rising input costs. The call concluded with management expressing gratitude to stakeholders for their support.

Key takeaway: On February 5, 2026, Page Industries Limited held its Q3 and 9M FY’26 conference call, where management provided an overview of the company's performance. Management reported a revenue growth of 5.6% for the quarter, with operating profit before tax increasing by 5.9%. However, profit after tax declined by 7.4% due to one-time provisions related to new employee benefit regulations. The company maintained a strong distribution network, expanding to 1,13,600 multi-brand outlets and 1,556 exclusive brand stores. Management highlighted the positive response to recent product launches and expressed confidence in future growth initiatives. The discussion also touched on challenges in achieving double-digit growth, with management noting a shift in consumer demand and the impact of market conditions. Overall, the management emphasized operational efficiencies and strategic initiatives to drive long-term growth.