Eureka Forbes Limited intimated the filing of a transcript for its Q4 FY26 Earnings Conference Call held on Wednesday, May 20, 2026, pursuant to SEBI LODR Regulations. The transcript is also available on the company's website at www.eurekaforbes.com.

  • Event Type: Q4 FY26 Earnings Conference Call with Analysts/Investors.
  • Date and Time: The call was held on Wednesday, May 20, 2026. The specific time was not disclosed in the announcement.
  • Purpose: To discuss the company's financial performance for the fourth quarter and full year ended March 31, 2026 (FY26).
  • Management Participants: Mr. Pratik Pota (Managing Director and Chief Executive Officer) and Mr. Gaurav Khandelwal (Chief Financial Officer) represented the management.
  • Availability of Materials: The full transcript of the earnings call was made available and filed with the exchanges. No presentation deck or recording was mentioned as being hosted separately.
  • UPSI Statement: The management's opening remarks included a standard disclaimer that certain statements might be forward-looking and that actual results could differ materially. There was no explicit statement confirming that no Unpublished Price Sensitive Information (UPSI) would be shared.

Financial Highlights and Commentary (As Disclosed in the Transcript):

The management discussed the following financial periods and provided commentary on performance and outlook:

  • Q4 FY26 Performance: Revenue grew 11.6% year-on-year to INR 684 crores. Adjusted EBITDA was INR 90 crores, with a margin of 13.2%. Profit After Tax (PAT) was INR 51 crores.
  • Full Year FY26 Performance: Revenue grew 11.3% to INR 2,710 crores. Adjusted EBITDA was INR 332 crores, with a margin of 12.2% (up 55 basis points YoY). Reported PAT was INR 160 crores. The company ended the year with a net cash surplus of INR 443 crores and generated free cash flow of INR 237 crores.
  • Strategic Themes: The company highlighted its transition from a single-category (water purifiers) to a multi-category health and hygiene company. Strong growth was reported in emerging categories like robotics (now over 65% of the vacuum cleaner category), air purifiers (2.7x growth in FY26), and water softeners.
  • Service Business: AMC bookings saw double-digit growth for the fourth consecutive quarter. A major initiative to unlock the filter replacement opportunity is underway, involving new product assortments, distribution, and consumer awareness campaigns.
  • Price Increase: In response to input cost inflation, the company implemented a calibrated price increase of 6-7% on average across categories in April 2026.
  • FY27 Outlook: Management's key priorities are to step up revenue growth and drive efficiency. The aim is to at least hold margins for the full year FY27, acknowledging headwinds from input cost inflation. Growth is expected to be driven by volume and not just the recent price increase.

Additional Notes Section

  • Attachments: The regulatory filing enclosed the transcript of the earnings call. No other attachments like investor decks or compliance letters were mentioned.
  • Financial Data Disclosure: This regulatory intimation itself did not disclose any financial data. The financial figures summarized above were extracted from the discussion within the enclosed transcript.