Results     08-Aug-25
Analysis
Page Industries
Net profit up 21.5% YoY to Rs 200.8 cr in Q1FY2026
On standalone basis

Quarter ended June 2025 compared with Quarter ended June 2024.

Net sales (including other operating income) of Page Industries has increased 3.06% to Rs 1,316.56 crore.  

Operating profit margin has jumped from 19.05% to 22.38%, leading to 21.10% rise in operating profit to Rs 294.69 crore.  Raw material cost as a % of total sales (net of stock adjustments) decreased from 23.96% to 20.66%.   Purchase of finished goods cost rose from 12.36% to 18.31%.   Employee cost decreased from 18.53% to 18.33%.   Other expenses fell from 22.75% to 19.60%.   

Other income up 14.81% to Rs 14.81 crore.  PBIDT rose 20.78% to Rs 309.5 crore.  Provision for interest up 8.30% to Rs 12.66 crore.  

PBDT rose 21.38% to Rs 296.84 crore.  Provision for depreciation rose 20.45% to Rs 26.62 crore.  

Profit before tax grew 21.47% to Rs 270.22 crore.  Provision for tax was expense of Rs 69.42 crore, compared to Rs 57.24 crore.  Effective tax rate was 25.69% compared to 25.73%.

Profit after tax rose 21.53% to Rs 200.80 crore.  

Promoters’ stake was 42.89% as of 30 June 2025 ,compared to 45.04% as of 30 June 2024 .  

Full year results analysis

Net sales (including other operating income) of Page Industries has increased 8% to Rs 4,934.91 crore.  

Operating profit margin has jumped from 18.82% to 21.53%, leading to 23.58% rise in operating profit to Rs 1,062.56 crore.  Raw material cost as a % of total sales (net of stock adjustments) decreased from 26.80% to 23.28%.   Purchase of finished goods cost rose from 14.46% to 15.98%.   Employee cost decreased from 19.00% to 17.79%.   Other expenses rose from 19.42% to 19.94%.   

Other income up 90.22% to Rs 61.63 crore.  PBIDT rose 26% to Rs 1124.19 crore.  Provision for interest up 3.32% to Rs 46.38 crore.  Loan funds rose to Rs 261.81 crore as of 31 March 2025 from Rs 184.85 crore as of 31 March 2024.  Inventories declined from Rs 1,170.30 crore as of 31 March 2024 to Rs 858.87 crore as of 31 March 2025.  Sundry debtors were higher at Rs 191.61 crore as of 31 March 2025 compared to Rs 158.64 crore as of 31 March 2024.  Cash and bank balance rose to Rs 471.38 crore as of 31 March 2025 from Rs 321.05 crore as of 31 March 2024.  

PBDT rose 27.20% to Rs 1077.81 crore.  Provision for depreciation rose 9.25% to Rs 99.23 crore.  Fixed assets increased to Rs 825.51 crore as of 31 March 2025 from Rs 722.34 crore as of 31 March 2024.  Intangible assets increased from Rs 4.14 crore to Rs 4.29 crore.  

Profit before tax grew 29.36% to Rs 978.58 crore.  Provision for tax was expense of Rs 249.44 crore, compared to Rs 187.31 crore.  Effective tax rate was 25.49% compared to 24.76%.

Profit after tax rose 28.10% to Rs 729.14 crore.  

Promoters’ stake was 42.89% as of 31 March 2025 ,compared to 45.11% as of 31 March 2024 .  

Cash flow from operating activities increased to Rs 1,203.59 crore for year ended March 2025 from Rs 1,080.47 crore for year ended March 2024.  Cash flow used in acquiring fixed assets during the year ended March 2025 stood at Rs 79.57 crore, compared to Rs 96.09 crore during the year ended March 2024.  

 

Operational highlights: Sales volume growth was 1.9% YoY, amounting to 58.6 million pieces in Q1FY2026.

Dividend: The Board of Directors of the company has declared 1st  interim dividend for FY2025-26 of Rs 150/- per equity share.

Management Commentary:

Commenting on the results, Managing Director, Mr. V. S. Ganesh said “I am happy to share that we have achieved PAT growth 21.5% in the quarter. We continue to expand our consumer reach, pursue several product innovation and process automation initiatives while focusing on optimum market investments and cost efficiency measures.”

Page Industries : Standalone Results
Quarter endedYear ended
Particulars202506202406Var.(%)202503202403Var.(%)
Net Sales (including other operating income)1,316.561,277.523.064,934.914,569.238.00
OPM (%)22.3819.05333 bps21.5318.82271 bps
OP294.69243.3521.101,062.56859.8223.58
Other Inc.14.8112.9014.8161.6332.4090.22
PBIDT309.50256.2520.781,124.19892.2226.00
Interest12.6611.698.3046.3844.893.32
PBDT296.84244.5621.381,077.81847.3327.20
Depreciation26.6222.120.4599.2390.839.25
PBT270.22222.4621.47978.58756.529.36
PBT before EO270.22222.4621.47978.58756.529.36
EO Income00-00-
PBT after EO270.22222.4621.47978.58756.529.36
Taxation69.4257.2421.28249.44187.3133.17
PAT200.8165.2221.53729.14569.1928.10
P/(L) from discontinued operations net of tax00-00-
Net profit after discontinued operations200.8165.2221.53729.14569.1928.10
EPS (Rs)*180.03148.1321.53653.71510.3128.10
* EPS is on current equity of Rs 11.15 crore, Face value of Rs 10, Excluding extraordinary items.
# EPS is not annualised
bps : Basis points
EO : Extraordinary items
Figures in Rs crore
Source: Capitaline Corporate Database
Peer Comparision (Standalone) Q-202506
Sales
(Rs. Crs)
var.(%) OP
(Rs. Crs)
var.(%) Net Profit
(Rs. Crs)
var.(%) Share Price(Rs)
07-Aug-2025
var.(%)
over
One year
TTM EPS TTM PE
Page Industries Ltd 1,316.56 3.06 294.69 21.1 200.80 21.53 45,725.35 10.79 685.62 66.69
Aarnav Fashions Ltd 97.16 9.96 6.98 0.43 1.89 6.18 40.00 -13.98 2.21 18.09
Acknit Industries Ltd 55.25 -3.46 3.96 -6.6 1.71 -13.64 298.30 -5.30 28.68 10.40
Alan Scott Enterprises Ltd 0.40 - 0.07 LP 0.06 LP 192.75 276.91 1.91 100.96
Bella Casa Fashion & Retail Ltd 89.91 21.71 7.39 16.38 4.70 41.14 427.90 10.68 12.82 33.38
Cantabil Retail India Ltd 158.68 24.05 48.95 24.27 14.67 28.57 252.60 -11.83 9.34 27.04
Dhanlaxmi Fabrics Ltd 1.78 9.88 -0.67 PL -0.25 83.66 57.02 -21.54 -2.44 -
Globe Textiles (India) Ltd 125.56 9.43 6.26 -15.52 0.91 -23.53 2.20 -52.89 0.13 17.17
Go Fashion (India) Ltd 222.83 1.24 68.72 -4.74 22.26 -22.3 709.20 -36.77 16.13 43.98
Gokaldas Exports Ltd 638.22 13.17 61.92 19.58 47.97 31.5 721.75 -27.98 27.70 26.06
Hindoostan Mills Ltd 3.41 -22.32 -0.12 PL 1.05 -26.57 193.95 -39.18 -40.90 -
Jasch Industries Ltd 41.89 0.17 4.08 14.61 2.21 16.32 173.40 1.58 11.46 15.13
K P R Mill Ltd 1,059.31 2.44 178.92 -15 161.81 5.48 1,015.95 8.09 19.35 52.50
Kewal Kiran Clothing Ltd 181.28 19.85 32.94 19.43 30.54 20.66 568.70 -13.95 23.70 23.99
Kitex Garments Ltd 196.69 3.28 37.01 -11.4 26.05 -13.02 179.65 110.91 7.47 24.05
Mallcom (India) Ltd 118.44 19.42 16.69 20.94 9.74 13.92 1,222.85 -6.63 95.90 12.75
Meyer Apparel Ltd 0.08 -74.19 -0.19 32.14 -0.19 29.63 2.73 36.50 -0.12 -
Monte Carlo Fashions Ltd 138.53 9.94 -5.87 -145.61 -16.32 -22.98 556.90 -16.20 37.02 15.04
Nandan Denim Ltd 1,047.68 45.18 32.41 0.53 11.20 49.53 3.52 -26.82 0.26 13.65
Pearl Global Industries Ltd 266.66 -3.44 17.71 -22.22 26.12 127.33 1,301.95 38.44 13.78 94.45
Premco Global Ltd 18.80 8.29 1.93 69.3 1.99 68.64 467.55 0.10 42.73 10.94
Raymond Lifestyle Ltd 1,105.58 25.24 73.28 100.88 -1.65 92.97 1,128.10 -60.42 9.99 112.89
SBC Exports Ltd 61.36 7.54 5.13 -13.49 3.40 -34.62 17.79 -1.39 0.32 56.40
Shoppers Stop Ltd 1,094.19 5.85 166.20 16.98 -17.89 20.52 514.30 -27.49 1.03 498.27
Shri Dinesh Mills Ltd 15.87 7.37 1.38 -30.65 4.04 6.04 294.50 -42.19 -7.70 -
Suditi Industries Ltd 23.40 85.57 1.95 LP 1.98 LP 70.60 404.29 1.69 41.87
T T Ltd 48.17 17.34 2.82 -90.63 0.43 LP 12.20 3.65 -0.08 -
United Polyfab Gujarat Ltd 146.18 6.14 13.36 61.16 5.93 57.29 38.16 324.94 0.86 44.12
V2 Retail Ltd 629.70 51.72 90.48 69.47 27.75 74.97 1,695.60 85.55 23.94 70.84
Vaxtex Cotfab Ltd 0.00 - -0.21 PL 0.22 175 1.20 48.15 0.06 21.41
Vedant Fashions Ltd 281.19 17.25 120.59 7 70.26 12.43 733.25 -34.74 16.31 44.96
VIP Clothing Ltd 65.45 30.59 6.24 122.86 2.22 865.22 39.48 -11.06 0.83 47.76
Voith Paper Fabrics India Ltd 52.29 17.08 15.66 21.68 12.58 22.61 1,986.70 -16.85 96.15 20.66
Welspun Living Ltd 1,882.93 -13.22 165.32 -31.69 75.98 -47.65 118.70 -35.63 4.50 26.35
Industry 11,185.43 8.73 1,475.98 3.16 734.17 9.65 183,952.87 17.02 58.08
Previous News
  Page Industries standalone net profit rises 29.93% in the September 2024 quarter
 ( Results - Announcements 07-Nov-24   16:04 )
  Page Industries fixes record date for 4th interim dividend
 ( Market Beat - Reports 04-May-23   10:29 )
  Page Industries fixes record date for interim dividend
 ( Market Beat - Reports 17-Oct-23   19:01 )
  Page Industries to hold board meeting
 ( Corporate News - 26-Apr-24   09:30 )
  Page Industries fixes record date for interim dividend
 ( Market Beat - Reports 10-Aug-23   18:07 )
  Page Industries
 ( Results - Analysis 24-May-24   09:45 )
  Page Industries
 ( Analyst Meet / AGM - Conference Call 18-Nov-21   17:07 )
  Page Inds gains after Q2 PAT climbs 30% YoY to Rs 195 cr
 ( Hot Pursuit - 07-Nov-24   15:36 )
  Page Industries standalone net profit rises 13.58% in the December 2021 quarter
 ( Results - Announcements 10-Feb-22   15:36 )
  Board of Page Industries recommends Second Interim Dividend
 ( Corporate News - 10-Nov-23   14:04 )
  Page Industries
 ( Analyst Meet / AGM - Conference Call 24-Nov-22   16:21 )
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