DOMS Industries Ka Revenue Expectations Ke Hisaab Se Hi Hai; BUY Rating Jaari
DOMS Industries ne ₹6,040 million ka revenue report kiya hai, jo Prabhudas Lilladher ke predictions ke hisaab se bilkul sahi hai. Company ka EBITDA margin 16.7% raha, ye bhi forecast ke mutabik hi hai. Sabse accha performance stationary segment se aaya hai, jisne numbers ko boost diya.
Stationary Division Bada Raha Hai
Stationary division mein revenue 19.0% saal-dar-saal badha hai. Naye products launch hone se, jaise ki pencils, pens, erasers aur bags, is division ne 18.5% ka EBITDA margin bhi achieve kiya.
Aage Ke Liye Expansion Plans Aur Growth
Prabhudas Lilladher ko lagta hai ki FY26 se FY28 ke beech sales 20% aur profit after tax (PAT) 23% ke CAGR se badhega. Yeh growth Umbergaon mein hone wale capacity expansion se aa rahi hai, jo FY27 ke Q2 mein start hoga. Company ne pichhle ek saal mein 400 naye SKUs bhi add kiye hain.
Margin Outlook Aur Valuation
Raw material prices mein utaar-chadhav ke kaaran FY27 mein EBITDA margins 50 basis points ghat kar 16.8% ho sakte hain. Lekin FY28 tak margins sudhar kar 17.7% hone ki ummeed hai, kyunki prices adjust honge aur raw material costs stabilize honge. DOMS Industries filhaal FY27 aur FY28 ke liye 53x aur 39x ke multiples par trade kar raha hai. Prabhudas Lilladher ne apna BUY recommendation aur ₹2,883 ka target price maintain rakha hai, jo 50x FY28E EPS multiple par based hai.
