Earning Call Transcript for Q4&FY26 Results
RESULTS
▲ Positive Development
LOW RISK
📅 Filed on BSE: 06 Jun 2026, 12:57 PM IST · BSE ID: 48f3bd6a-e188-4db6-aed9-dc46418134ce
View Original BSE Filing (PDF)
💡
In Simple Terms
Fiem Industries shared its Q4 and full year 2026 financial results, showing significant sales and profit growth.
🤖 AI Summary
- Fiem Industries reported Q4 FY26 net sales of INR744.35 crores, an increase of 17.44% over Q4 FY25.
- Full year FY26 net sales reached INR2,790.65 crores, a 16.04% growth from FY25.
- Q4 FY26 Profit After Tax (PAT) increased by 22.36% to INR70.59 crores.
- Full year FY26 PAT stood at INR253.87 crores, a 24.36% increase from FY25.
- The Board recommended a final dividend of 400%, amounting to INR40 per share, totaling INR105.28 crores for FY26.
🔢 Key Numbers — exact figures from BSE filing, not rounded
Q4 FY26 Net Sales
INR744.35 crores
17.44%
Q4 FY25 Net Sales
INR633.8 crores
Q4 FY26 EBITDA
INR109.18 crores
Q4 FY26 EBITDA Margin
14.67%
Q4 FY25 EBITDA
INR83.81 crores
Q4 FY25 EBITDA Margin
13.22%
Q4 FY26 PAT
INR70.59 crores
22.36%
Q4 FY25 PAT
INR57.69 crores
FY26 Net Sales
INR2,790.65 crores
16.04%
FY25 Net Sales
INR2,404.96 crores
FY26 EBITDA
INR393.34 crores
FY26 EBITDA Margin
14.09%
FY25 EBITDA
INR320.73 crores
FY25 EBITDA Margin
13.34%
FY26 PAT
INR253.87 crores
24.36%
FY25 PAT
INR204.14 crores
Final Dividend per share for FY26
INR40
Total FY26 Dividend Amount
INR105.28 crores
FY26 Capex
INR108.31 crores
🏢 How This Affects the Company
The company reported its strongest performance to date with record revenue and profit, driven by customer relationships and business model resilience. New business wins are predominantly in LED lighting and include an upcoming EV platform approval from Hero.
Increased revenue and profit margins indicate improved financial performance, with Q4 EBITDA margin at 14.67% and FY26 EBITDA margin at 14.09%. The discontinuing of bill discounting for major customers has increased receivables.
Fiem Industries has commenced its journey into green power, with 65% of energy needs at its Hosur facility met by solar and 20% by wind energy. A projected capex of INR200 crores over the next two years will cover 4-wheeler initiatives.
The increase in receivables due to the discontinuation of bill discounting might increase working capital requirements, although management indicated no change in payment terms from customers.
👥 What This Means For Shareholders
✅
Action Required
Shareholders holding Fiem Industries shares on the record date will be eligible for the recommended final dividend.
👤
Who Is Affected
Shareholders will receive a final dividend of INR40 per share, totaling INR105.28 crores based on their holdings.
🔍
Management Signal
The dividend recommendation and capex plans signal management's confidence in sustained profitability and future growth opportunities.
For information only. Not investment advice. ForgeUp is not SEBI-registered.
👁 Watch List — track these upcoming events
Next quarterly results — observe revenue and margin trends in Q1 FY27.
Dividend record date announcement — verify eligibility for INR40 per share.
Progress on 4-wheeler business and EV platform launches — monitor order fulfillment.
LOW RISK
No new significant risks identified; strong financial performance reported.
💡 Investor Takeaway
Fiem Industries reported Q4 FY26 net sales of INR744.35 crores (up 17.44%) and PAT of INR70.59 crores (up 22.36%). For FY26, net sales were INR2,790.65 crores (up 16.04%) and PAT was INR253.87 crores (up 24.36%). A 400% final dividend (INR40 per share) was recommended.
⚖️ Strengths & Concerns
✅ Positives
- Q4 FY26 net sales grew by 17.44% to INR744.35 crores, demonstrating strong quarterly revenue expansion.
- Full year FY26 PAT increased by 24.36% to INR253.87 crores, indicating enhanced profitability and operational efficiency.
⚠️ Concerns
- Receivable amounts have increased year-on-year due to the discontinuation of bill discounting, impacting working capital management.
- Employee cost as a percentage of sales was 13.80% for FY26, marginally higher than 13.62% in the prior year, attributed to labor cost increases.
❓ Frequently Asked Questions
What was Fiem Industries' net sales in Q4 FY26?
Fiem Industries reported net sales of INR744.35 crores in Q4 FY26, which is a 17.44% increase compared to INR633.8 crores in Q4 FY25.
What was Fiem Industries' Profit After Tax (PAT) for the full year FY26?
The Profit After Tax (PAT) for Fiem Industries for the full year FY26 was INR253.87 crores, representing a 24.36% increase from INR204.14 crores in FY25.
What dividend did Fiem Industries recommend for FY26?
Fiem Industries' Board recommended a final dividend of 400%, equivalent to INR40 per share, for the full financial year FY26.
What was Fiem Industries' EBITDA margin in Q4 FY26?
Fiem Industries' EBITDA in Q4 FY26 was INR109.18 crores, translating into an EBITDA margin of 14.67%.
What was Fiem Industries' capital expenditure in FY26?
Fiem Industries made a capital expenditure of INR108.31 crores during FY26.
Questions based on this BSE filing only. For information purposes.