Analysts/Institutional Investor Meet/Con. Call Updates

Ref. No. DOMS/SE/26-27/64 Date: November 06, 2026 The Manager The Manager Corporate Relationship Department Listing Department BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Bandra Kurla Complex, Dalal Street, Bandra (East), Mumbai - 400 001 Mumbai - 400 051 BSE Symbol - DOMS NSE Symbol - DOMS BSE Scrip Code - 544045 Subject: Transcript of the Investor Conference Call on the Unaudited (Standalone and Consolidated) Financial Results for the quarter and six months ended September 30, 2026 Dear Sir/ Madam, Pursuant to Regulation 30 read with Para A of Part A of Schedule III and other applicable regulations of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, as amended, (‘SEBI LODR Regulations’) please find enclosed the transcript of the Investor Conference Call on the Unaudited (Standalone and Consolidated) Financial Results for the quarter and six months ended September 30, 2026, held on Tuesday, November 03, 2026, at 17:00 hours (IST). The transcript of Investor Conference Call has also been uploaded on the website of the Company and can be accessed through the following link: https://domsindia.com//pdf/Investor_Relations/Investor_Presentation_and_Transcripts/Q2_FY27.pdf This is for your information and records. Thanking you, Yours faithfully, For DOMS Industries Limited Mitesh Padia Company Secretary and Compliance Officer Membership No.: A58693 Encl.: As above “DOMS Industries Limited Q2&H1’FY27 Earnings Conference Call” November 03, 2026 Disclaimer: E&OE - Please note that this transcript is edited for factual errors. In case of discrepancy, the audio recordings uploaded on the Company’s website will prevail. MANAGEMENT: MR. RAHUL SHAH – CHIEF FINANCIAL OFFICER – DOMS INDUSTRIES LIMITED MODERATOR: MR. ANIRUDDHA JOSHI – ICICI SECURITIES LIMITED Page 1 of 17 DOMS Industries Limited November 03, 2026 Moderator: Ladies and gentlemen, good day, and welcome to DOMS Industries Limited Q2 FY27 Earnings Conference Call hosted by ICICI Securities Limited. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, signal an operator by pressing star, then zero on your touch-tone phone. Please note that this call is being recorded. Before we begin, a brief disclaimer. The presentation, which DOMS Industries Limited has uploaded on the stock exchange and their website and the discussions during this call contains or may contain certain forward-looking statements concerning DOMS Industries Limited's business prospects and profitability, which are subject to several risks and uncertainties, and the actual results could materially differ from those in such forward-looking statements. I now hand the conference over to Mr. Aniruddha Joshi from ICICI Securities Limited. Thank you, and over to you, sir. Aniruddha Joshi: Yes. Thanks, Arshi. On behalf of ICICI Securities, we welcome you all to Q2 FY27 Results Conference Call of DOMS Industries Limited. We have with us today senior management represented by Mr. Rahul Shah, Chief Financial Officer. Now I hand over the call to Rahul Bhai for his initial comments on the quarterly and half yearly performance, and then we will open the floor for question-and-answer. Thanks, and over to you, Rahul bhai. Rahul Shah: Thank you, Aniruddha bhai. Good afternoon, and a very warm welcome to everyone. Thank you for your time and for joining us today for the Q2 and H1 FY27 earnings call. Joining me on this call is the team from Marathon Capital, our Investor Relations Advisor. Before we begin, on behalf of everyone at DOMS, I wish you and your families a very happy Diwali. May the festival bring you happiness, good health and prosperity. With that, let me take you through our business performance and key financial developments for the quarter, along with the progress we have made on our strategic priorities. We continue to deliver sustained revenue growth during this quarter, supported by healthy volume expansion across both our domestic and export markets. This performance reflects the strength of our brands and our ability to navigate challenging external environment. Our growth was driven by a combination of capacity additions implemented over the last year and the positive market response to our new product launches. These initiatives, together with calibrated pricing actions helped us partially offset the impact of ongoing raw material inflation while maintaining our focus on volume-based market share growth. Growth during the quarter was broad-based with all our key categories delivering positive performance. Our Scholastic Stationery, Scholastic art material and office supplies business continued to benefit from healthy underlying demand as well as increase in capacities during the year. Kits and combo recorded marginal growth during the quarter, largely due to capacity constraints and increased demand for individual products. We also saw strong momentum in our hobby and craft portfolio, supported by an expanded range of adhesive products and increased Page 2 of 17 DOMS Industries Limited November 03, 2026 production capacity. The back-to-school category delivered strong growth, led by demand of our recently launched pencil box range. In the hygiene category, growth was supported by improved diaper sales driven by favorable climatic conditions. This performance reflects the strength of our diversified portfolio, continued capacity expansion and product innovation. Overall, while we continue to operate in a volatile cost environment, our focus remains on strengthening our market position and driving sustainable long-term growth while maintaining disciplined cost management. Coming to our financial performance for Q2 and HY FY27. Operating revenue for Q2 FY27 grew by 17.6% to INR667.8 crores, while H1 FY27 revenue grew by 18.4%. While the quarter demonstrated underlying business momentum, we also faced an exceptional challenge in the form of unusually heavy rainfall and flooding in Gujarat, which led to inventory damages and workforce mobility challenges impacting production and sales. We estimate an impact of approximately 300 to 350 basis points on our sales growth during Q2 FY27 due to this. EBITDA for Q2 FY27 stood at INR82.8 crores and H1 FY27 EBITDA stood at INR165.3 crores with margins during both the periods at 12.4%. Despite continued volatility in raw material prices, we maintained our EBITDA margin sequentially during the quarter. While raw material prices softened in the earlier part of the quarter, they increased significantly in the second half. The improvement in consumption margins supported by initial easing in raw material prices and our marginal price increases was offset by higher manpower costs. As part of the Reynolds asset purchase agreement, the entire Reynolds sales and support teams joined DOMS effective July 1. While the associated employee costs were incurred from that date, revenue contribution from the acquired assets remained limited during the quarter as these assets were being relocated to DOMS in Umbergaon. This temporary mismatch between employee cost and correspondent revenue contribution weighed on our profitability. As operations scale up and sales from these assets increase, we expect this impact to normalize over time. PAT for Q2 FY27 stood at INR38.3 crores with margins at 5.7%. H1 FY27 PAT stood at INR83.6 crores with margins at 6.2%. At the PAT level, the quarter includes a onetime exceptional loss of INR10.4 crores arising from damage caused by heavy rainfall and flooding. We have already launched the relevant insurance claims and the associated recoveries is expected to substantially offset the financial impact in due course. On the working capital front, despite strong volume-led growth and a challenging market environment, we have maintained our wo [Showing first 8,000 characters — download PDF for full document]