Pidilite Industries Q4 FY25 Financial Analysis

Pidilite Industries Q4 FY25 Financial Analysis

Key Highlights and Recent Insights

• Revenue Growth:
  
  

• Q4 FY25 Revenue: ₹3,130 Cr (Consolidated), up 8.3% YoY.
  
  

• FY25 Revenue: ₹13,094 Cr (Consolidated), up 6.1% YoY.
  
  

• Standalone Revenue: ₹12,023 Cr, up 8.1% YoY.
  
  

• Strong growth in Consumer & Bazaar (C&B) with UVG of 8.0% and B2B with UVG of 16.4%.
  
  

• Profit Growth:
  
  

• Q4 FY25 PAT (Consolidated): ₹428 Cr, up 40.5% YoY.
  
  

• FY25 PAT (Consolidated): ₹2,096 Cr, up 20.0% YoY.
  
  

• Standalone PAT: ₹2,074 Cr, up 15.2% YoY.
  
  

• Margin Expansion:
  
  

• EBITDA Margin (Consolidated) Q4 FY25: 20.6%.
  
  

• Gross Margin improved by 154 bps YoY for Q4 and by 254 bps for FY25, driven by lower input costs.
  
  

• Dividend:
  
  

• Proposed final dividend of ₹20 per share for FY25.
  
  

Volume Growth and Segmental Performance

Regional Performance (Standalone)

Income Statement Analysis (₹ in Crores)

Balance Sheet Analysis (₹ in Crores)

Cash Flow Statement Analysis (₹ in Crores)

Near-Term and Short-Term Outlook

• Pidilite remains cautiously optimistic, focusing on demand recovery in the domestic market, particularly in the construction sector.
  
  

• The company expects continued margin stability driven by lower input costs and strategic cost management.
  
  

• Emphasis on brand building, supply chain efficiency, and investment in product innovation.
  
  

Disclosure

• This analysis is for educational purposes and should not be considered as financial advice. Investors are advised to conduct their research before making any investment decisions.