Pidilite Industries Ltd.
NSE: PIDILITINDPidilite Industries Ltd.: A 30-second snapshot
Pidilite Industries trades at ₹1,457.2, with a trailing PE of 60.7 and forward PE of 48.1, ranking it the second-most expensive stock on an earnings multiple basis among its 6-peer Chemicals group (peer median PE approximately 31.0). The company reported Q4 FY26 net profit of ₹584.2 crore, up 36.6% YoY on 14% revenue growth, and has sustained FCF-positive results in 4 of the measured years alongside a quality score of 66 — highest among sector peers. The stock is currently 0.4% below its 200-day SMA at ₹1,462.73 and is down 3.1% over 12 months despite the earnings growth trajectory.
P/E
60.7
Forward P/E
48.1
ROE
+23.5%
Debt / Equity
3.78
Profit Margin
+16.8%
Div. Yield
+0.7%
5Y ROE > 15%
4/5
5Y FCF > 0
4/5
Quality
77/100
News
5 headlines · 5 positive · 0 negative
PIDILITIND: Strong revenue and profit growth, bonus share issue, and robust segment performance marked FY26 - TradingView
TradingView
Pidilite Industries Limited Reports Earnings Results for the Fourth Quarter and Full Year Ended March 31, 2026 - marketscreener.com
marketscreener.com
PIDILITIND: Double-digit revenue and profit growth with margin expansion and high dividend payout - TradingView
TradingView
Pidilite Industries Q4 Results: Net profit jumps 36.6% YoY to Rs 584.2 crore, revenue rises 14% - Business Upturn
Business Upturn
Pidilite Industries Ltd stock (INE318A01026): steady growth story after latest quarterly results - AD HOC NEWS
AD HOC NEWS
Recent context
- ·Q4 FY26 results (reported May 7, 2026): net profit of ₹584.2 crore, up 36.6% YoY; revenue up 14% YoY; management cited strong segment performance and margin expansion across FY26.
- ·Pidilite announced a bonus share issue alongside the FY26 results, which was covered across multiple news outlets with uniformly positive framing in the 5 headlines captured.
- ·Despite the positive Q4 results and news sentiment (5 of 5 headlines positive), the stock remains 7.5% below its 52-week high, with the price currently straddling the 200-DMA level.
Strengths
- +Quality score of 66 ranks 1st of 6 Chemicals peers (next best: SOLARINDS at 61), supported by a consistency score of 81 and ROE maintained above 15% for 4 of the measured years.
- +Five-year earnings CAGR of 37% and five-year revenue CAGR of 14.1% indicate sustained top- and bottom-line compounding over the measurement window.
- +FCF-positive in 4 of the measured years, and Q4 FY26 net profit of ₹584.2 crore grew 36.6% YoY alongside 14% revenue growth, with a bonus share issuance announced in FY26.
- +ROE of 23.52% ranks 2nd of 6 sector peers (behind SOLARINDS at 31.33%), and forward PE of 48.1 represents a compression from the trailing PE of 60.7, reflecting analyst-consensus expectations of earnings expansion.
Weaknesses
- −Trailing PE of 60.7 is approximately 96% above the peer median of approximately 31.0; only SOLARINDS (PE 97.8) carries a higher multiple in this peer group, leaving limited margin for earnings disappointment at current price levels.
- −Debt-to-equity of 3.776 is flat-trending with no visible deleveraging over the measured period, which is notable for a branded consumer chemicals business generating positive free cash flow in 4 of the observed years.
- −Price has declined 3.08% over 12 months and 2.7% over 3 months, and currently sits 0.4% below the 200-day SMA (₹1,462.73) — the stock has not established a sustained position above this moving average level.
- −Analyst mean rating of 2.2 across 20 analysts (1–5 scale, lower = more constructive) reflects a range of views; at 2.2 the consensus sits above the most constructive end of the scale.
Open questions
- ?Does the 5-year earnings CAGR of 37% reflect a structural competitive moat in adhesives and sealants, or does it incorporate a cyclical tailwind that could normalize in the next few years?
- ?How does the flat debt-to-equity trend of 3.776 interact with the FCF-positive track record — where is the cash flow being deployed if not toward deleveraging?
- ?At a forward PE of 48.1 versus a peer-median PE of approximately 31.0, what earnings growth rate would be required to bring Pidilite in line with peer-median valuation multiples over a 3-year horizon?
- ?What proportion of Pidilite's revenue is attributable to the construction and real-estate end-markets, and how sensitive is that revenue to a multi-year slowdown in housing starts?
Peer comparison: Chemicals
Ranks 1 of 6 on quality| Symbol | Name | P/E | ROE | Quality |
|---|---|---|---|---|
| PIDILITIND | Pidilite Industries Ltd.You're viewing | 60.7 | +23.5% | 66 |
| Industry avg | across 5 peers | 45.7 | +15.7% | 40 |
| SOLARINDS | Solar Industries India Ltd. | 97.8 | +31.3% | 61 |
| UPL | UPL Ltd. | 28.9 | +5.6% | 44 |
| SRF | SRF Ltd. | 43.5 | +13.8% | 41 |
| COROMANDEL | Coromandel International Ltd. | 27.0 | +15.6% | 30 |
| PIIND | PI Industries Ltd. | 31.0 | +12.3% | 23 |
Technical state
Current price
₹1,457.20
SMA 50
₹1,392.15
SMA 200
₹1,462.73
RSI (14)
54.3 (neutral)
From 52w high
-7.5%
1Y return
-3.1%
3M return
-2.7%
50-DMA
Above
200-DMA
Below
Algorithmic support levels
Algorithmic resistance levels
Risk flags
- mediumTrailing PE of 60.7 is the second-highest in the 6-peer Chemicals group (peer range: 27.0–97.8; peer median approximately 31.0), placing PIDILITIND at roughly an 96% premium to that peer median — elevated relative pricing versus sector comparables.
- mediumDebt-to-equity of 3.776 is elevated for a branded consumer chemicals business and has shown a flat trend over the measured period, indicating no active deleveraging despite the company generating FCF-positive results in 4 of the observed years.
- lowCurrent price of ₹1,457.2 sits 0.4% below the 200-day SMA (₹1,462.73), with a 12-month price change of -3.08% and a 3-month change of -2.7%; the stock has not established a sustained position above its 200-DMA despite Q4 FY26 net profit growth of 36.6% YoY.
- lowNews sample totals only 5 headlines over a narrow window concentrated around the Q4 FY26 results release; all 5 carry positive sentiment, limiting breadth of the sentiment signal.
Cross-section contradictions
- Five-year earnings CAGR of 37% and Q4 FY26 net profit growth of 36.6% YoY contrast with a 12-month price change of -3.08%, indicating the share price has not tracked reported earnings momentum over this period.
- PIDILITIND ranks 1st of 6 Chemicals peers on quality score (66 vs next-best 61) and 2nd on ROE (23.52% vs sector median approximately 13.8%), yet carries the second-highest PE in the group at 60.7 — a significant valuation premium co-existing with already top-ranked fundamentals.
For informational purposes only. Not investment advice. VivaTrades is not a SEBI-registered Investment Adviser or Research Analyst. Market data sourced from public feeds; consult a registered adviser before any investment decision.
Fundamentals & technicals: refreshed 25 Jun 2026 · refreshed daily at 01:00 IST
AI synthesis (narrative, snapshot, strengths/weaknesses, peer ranking): generated 1 Jun 2026 · rotates through NIFTY 500 every ~5 days