DOMS

DOMS Industries share price & financials

Price
₹2,265.5
Market cap
₹12.9k Cr
Sector
Fast Moving Consumer Goods
Calls analysed
6
Latest concall · Q4 FY26 · call held 19 May 2026

Doms Industries Q4 FY26

FY26 Revenue ₹2,326.4 cr +22%FY26 EBITDA ₹402.6 cr +16%FY26 EBITDA Margin 17.3% FY26 PAT ₹239.6 cr +12%

What went well

  • FY26 Revenue of INR2,326.4 crores, up 21.6% YoY, surpassing guided range.
  • FY26 EBITDA of INR402.6 crores, up 15.5% YoY, at the higher end of guidance.
  • Q4 FY26 Revenue of INR604 crores, up 18.7% YoY, highlighting sustained growth.

What to watch

  • Q4 FY26 EBITDA margin moderated to 16.7% from 17.3% in Q4 FY25.
  • Q4 FY26 PAT margin moderated to 9.6% from 10% in Q4 FY25.
Read the full call →

What DOMS Industries Limited does

DOMS Industries manufactures and markets branded stationery, art material and school/office supplies under the DOMS brand, spanning categories such as scholastic stationery, art material, paper stationery, kits & combos, office supplies, hobby & craft and fine art products. It also sells baby hygiene products (diapers and wipes) under the Wowper brand through subsidiary Uniclan Healthcare. Production is largely backward-integrated and in-house, from wood processing and pencil components to tin boxes, ink and packaging, run across a network of manufacturing facilities. Products reach the market through a multi-channel distribution network of super stockists, distributors and retail outlets spanning general trade, modern trade, e-commerce and exports, with F.I.L.A. Group as a strategic partner providing product know-how and export market access.

Segments

  • Stationery & Art Material
  • Baby Hygiene
Manufacturing facilities
18 facilities across 5 locations (55+ acres, 2.00+ mn sq. ft. operations area)
Product categories
9
SKUs
4,700+
Domestic presence
28 states and 8 Union Territories
Export presence
55+ countries
Retail outlets — Stationery & Art Material
1,45,000+
Headquarters Umbergaon, Gujarat, India Company website

Guidance record · Q4 FY26

what the last two calls moved 13 tracked 5 delivered 1 missed 7 open
  • FY26 Revenue Growth delivered said Q4 FY25 Promised: 18% to 20% Q4 FY26: Full year FY26 revenue grew 21.6%, exceeding the 18-20% target.
  • Pencil Production Capacity delayed said Q3 FY25 Promised: 8 million per day in 'Next few quarters' Q4 FY26: No specific update on the timeline, which was previously pushed out to 'next couple of years'.
  • 44-acre Project Commercial Production Start delayed said Q4 FY25 Promised: Q4 FY26 Q4 FY26: Timeline reiterated for 'end of Q2 FY27', confirming the previous delay from original Q4 FY26 target.

All 13 tracked — every revision, and every one management stopped mentioning.

Open the guidance ledger

Quarterly results

Q1 FY27: revenue up 18.7%, net profit down 21.8% against the same quarter last year.

₹ Cr · quarterly
Line itemQ2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Revenue423 432 440 508 499 +18%511 +18%532 +21%603 +19%
EBITDA76 73 75 88 87 +14%88 +21%88 +17%73 −17%
Net profit48 47 46 55 56 +17%54 +15%54 +17%43 −22%
How to read this

₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.

Performance −18.0% 1Y

₹2.2k₹2.4k₹2.6kSept 25Oct 25Dec 25Jan 26Mar 26Apr 26Jun 26Jul 26Sept 26Q2 FY26 — 11 Nov 2025Q3 FY26 — 2 Feb 2026Q4 FY26 — 19 May 2026

1Y: ₹2,585.3 on 10 Sept 2025 → ₹2,121. High ₹2,673.9 (2 Jan 2026), low ₹2,055.8 (9 Mar 2026).

How the price took the results

close before → close after

Q4 FY26
+2.1%
19 May
Q3 FY26
+0.7%
2 Feb
Q2 FY26
+1.9%
11 Nov

The move from the last close before each results date to the first close after it — the market's first read on the quarter, not the quarter itself.

Financials, as filed

Revenue grew 21.6% a year over 2 years, FY24 to FY26. Operating margin narrowed to 17.1%.

Year endingFY24FY25FY26
Revenue₹1.4k Cr₹1.7k Cr₹2.0k Cr
Operating profit₹246 Cr₹300 Cr₹351 Cr
Operating margin17.7%17.6%17.1%
Interest₹13 Cr₹12 Cr₹5 Cr
Depreciation₹46 Cr₹56 Cr₹69 Cr
Net profit₹145 Cr₹190 Cr₹219 Cr
Net margin10.5%11.1%10.7%
Cash from operations₹173 Cr₹149 Cr₹226 Cr
Free cash flow₹23 Cr₹-37 Cr₹-51 Cr
ROCE31.0%26.0%25.0%
How to read this

From the company's own filings. Margins are computed from the filed sums; a year with an incomplete quarter is left blank rather than estimated.

Balance sheet

Year endingFY21FY22FY23FY24FY25FY26
Equity capital₹0 Cr₹0 Cr₹0 Cr₹61 Cr₹61 Cr₹61 Cr
Reserves₹225 Cr₹236 Cr₹319 Cr₹728 Cr₹1.0k Cr₹1.1k Cr
Borrowings₹118 Cr₹105 Cr₹118 Cr₹136 Cr₹161 Cr₹87 Cr
Other liabilities₹80 Cr₹104 Cr₹134 Cr₹165 Cr₹344 Cr₹231 Cr
Total liabilities₹423 Cr₹446 Cr₹572 Cr₹1.1k Cr₹1.6k Cr₹1.5k Cr
Fixed assets₹216 Cr₹211 Cr₹303 Cr₹401 Cr₹752 Cr₹579 Cr
Capital work in progress₹3 Cr₹3 Cr₹6 Cr₹25 Cr₹101 Cr₹158 Cr
Investments₹4 Cr₹3 Cr₹5 Cr₹75 Cr₹1 Cr₹148 Cr
Other assets₹199 Cr₹228 Cr₹258 Cr₹587 Cr₹751 Cr₹603 Cr
Total assets₹423 Cr₹446 Cr₹572 Cr₹1.1k Cr₹1.6k Cr₹1.5k Cr
How to read this

As filed each year. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.

Who owns it

As disclosed at Jun 2026

Since Jun 2025, DIIs added +9.67 pp while promoters trimmed −7.00 pp. The shareholder count shrank 14% to 60,383.

Promoters
63.4%
FIIs
7.5%
DIIs
25.9%
Public
3.2%

Since Jun 2025

  • DIIs +9.67 pp
  • Promoters −7.00 pp
  • FIIs −1.58 pp

How it drifted, 11 quarters

Over this window promoters fell from 75.0% to 63.4% — −11.6 pp.

Dec '23Mar '25Jun '26

Ownership split by quarter, oldest first. Dec '23: Promoters 75.0%, FIIs 6.1%, DIIs 15.1%, Public 3.8%.Mar '24: Promoters 75.0%, FIIs 5.9%, DIIs 16.6%, Public 2.5%.Jun '24: Promoters 75.0%, FIIs 6.5%, DIIs 15.1%, Public 3.4%.Sep '24: Promoters 75.0%, FIIs 7.6%, DIIs 14.1%, Public 3.4%.Dec '24: Promoters 70.4%, FIIs 10.0%, DIIs 15.7%, Public 4.0%.Mar '25: Promoters 70.4%, FIIs 9.9%, DIIs 15.8%, Public 3.9%.Jun '25: Promoters 70.4%, FIIs 9.1%, DIIs 16.2%, Public 4.3%.Sep '25: Promoters 70.4%, FIIs 8.5%, DIIs 17.7%, Public 3.4%.Dec '25: Promoters 70.4%, FIIs 8.4%, DIIs 18.3%, Public 3.0%.Mar '26: Promoters 70.4%, FIIs 7.6%, DIIs 19.1%, Public 2.9%.Jun '26: Promoters 63.4%, FIIs 7.5%, DIIs 25.9%, Public 3.2%.

Who was buying across the market this quarter →

Who bought this quarter

since Mar 2026

Disclosed holders that added to a position or appeared on the register for the first time, biggest addition first.

The same filing shows 3 holders trimming and 0 off the list — both are in the register beside this.

Who is on the register

Named in the Jun 2026 filing

Every holder of DOMS Industries Limited above SEBI's 1% disclosure line, and what changed since Mar 2026.

HolderStakeChange
Fila - Fabbrica Italiana Lapis Ed Affini Spa 19.01%−7.00 pp
Santosh Rasiklal Raveshia 15.76%unchanged
SBI Mutual Fund Mutual fund7.68%+1.80 pp
Sanjay Mansukhlal Rajani 7.48%unchanged
Ketan Mansukhlal Rajani 7.48%unchanged
Axis Mutual Fund Mutual fund4.78%+1.60 pp
Chandani Vijay Somaiya 3.71%unchanged
Sejal Santosh Raveshia 3.71%unchanged
Sheetal Hiren Parpani 3.71%unchanged
SBI Life Insurance Co. Ltd Insurer1.67%+0.25 pp
Canara Robeco Mutual Fund Mutual fund1.49%−0.15 pp
Abu Dhabi Investment Authority Sovereign1.45%+0.24 pp

A holder disappearing from this list has fallen below the 1% line — it is not necessarily a sale. Percentages are of total shares, as disclosed in the company's own filing. Who was buying across the market this quarter.

Mutual funds in DOMS

Filings to Aug 2026

1 new, 4 added, 1 trimmed, 0 sold out — net +1.49 L shares (+2.5%).

Held by funds
₹1.4k Cr
13 schemes
Biggest holder
SBI Smallcap Fund
₹737 Cr · 1.7% of that fund
SchemeHoldingLast month
SBI Smallcap Fund SBI Mutual Fund₹737 Crheld
SBI Children's Fund - Investment Plan (Erstwhile known as SBI Magnum Children's Benefit Fund- IP) SBI Mutual Fund₹208 Crheld
Nippon India Small Cap Fund Nippon India Mutual Fund₹145 Crheld
HDFC Multi Cap Fund HDFC Mutual Fund₹132 Crheld
SBI Consumption Opportunities Fund SBI Mutual Fund₹71 Crheld
SBI Conservative Hybrid Fund SBI Mutual Fund₹33 Crnew
SBI Resurgent India Opportunities Scheme SBI Mutual Fund₹20 Crheld
Nippon India Nifty Smallcap 250 Index Fund Nippon India Mutual Fund₹6 Cr+0.00 L

HDFC, Nippon India and SBI schemes, from their monthly disclosures. Changes are counted in shares, so a price move never looks like buying or selling.

Mutual funds Aug 2026

4 added, 1 trimmed — net +1.49 L shares (+2.5%)

Funds are sitting on
+43%
vs est. average cost
Held by funds
₹1.4k Cr
13 schemes · ≈ 11% of the company
Biggest holder
SBI Smallcap Fund
₹737 Cr · 1.7% of that fund

Shares held by these funds +20%

Dec '23 59.32 L shares Jul '26

What the price assumes

Expensive

To justify its price of ₹2121, this stock must grow earnings at 35% every year for 7 years. Our analysis caps realistic growth at ~23%. At that growth it is worth ₹1146 — downside of 46%.

Growth the price implies
35.4% a year
for 7 years, fading to 4%
It has actually compounded at
22.9% a year
net profit, FY24–FY26
The gap
0.1 pp
-46% downside if it only repeats history
Price today ₹2,121 Value at the reference growth ₹1,146.19

Change the assumptions yourself →

All earnings calls (6)

Read the Q4 FY26 call →

Learn to analyse DOMS Industries Limited

Guides on how to read this kind of business and the numbers that matter.