📊 FY25 Numbers — Sticky, Sturdy, Sexy
| Metric | FY25 | YoY Growth |
|---|---|---|
| Net Sales | ₹13,094 Cr | 🧴 +8.1% |
| EBITDA | ₹3,013 Cr | 💸 +11.3% |
| PAT | ₹2,096 Cr | 🪙 +20% |
| EBITDA Margin | 23.6% | 🧠 Improved |
| Dividend | ₹20/share | 👑 King move |
That’s right — while your midcap tech stock was applying for ICU admission, Pidilite was busy applying glue to your portfolio and making it stick.
🧪 What’s Working? Everything But Your DIY Projects
Pidilite’s legendary glue empire is more than memes:
- Fevicol: Built homes, chairs, marriages
- Fevikwik: Repairs your ego after Diwali decoration fails
- Dr. Fixit: Fixes your leaky ceiling, not your leaky P&L
- M-Seal: Honestly, might be holding the Parliament dome together at this point
🔬 Business Breakdown
- Consumer & Bazaar (C&B): +7.2% volume growth
- B2B Segment: +19.2% growth (engineers are eating)
- Ad Spend: 5.4% of revenue in Q4 — because you can’t spell “profit” without “P for promotion”
- Gross Margins: Expanded 254 bps — Pidilite is squeezing suppliers harder than Fevikwik squeezes out the last drop
📦 Q4 FY25: Earnings as Neat as Their Packaging
| Metric | Q4 FY25 | YoY Change |
|---|---|---|
| Revenue | ₹3,130 Cr | +10.2% |
| PAT | ₹428 Cr | +41% 🤯 |
| EBITDA Margin | 20.6% | Flat, but fat |
This quarter, even the glue stick stood taller.
📈 Stock Action: No Drama, Just Strong Adhesion
| Stat | Value |
|---|---|
| CMP (May 2025) | ₹2,957.50 |
| 52-Week High | ₹3,120 |
| 52-Week Low | ₹2,350 |
| YTD Gain | +5% |
| Volatility | Lower than Fevicol’s drying time |
You don’t buy Pidilite for adrenaline. You buy it for stability, longevity, and that gooey feeling of being in a safe stock.
🧠 EduInvesting Analysis: The “Sticky AF” Thesis™
“Pidilite is what happens when an FMCG company, a chemical engineer, and a YouTube DIY channel have a baby.”
This is not a cyclical business. This is religion. Carpenters chant “Fevicol” before touching plywood.
💬 Real Investor Reviews
📢 “I’ve never used Fevicol, but I feel bonded to this stock.”
📢 “Bought it in 2017. Didn’t even check. Just stuck.”
📢 “Only stock where ‘hold’ actually means ‘hold’.”
💡 Investment Thesis (Pun Intended)
✅ Monopolistic in adhesives
✅ Brand recall stronger than your passwords
✅ High margins, low drama
✅ Dividend gives FD vibes
🚫 Only con? You’re not buying it on dips because it rarely dips.
📦 Verdict: India’s OG Bluechip
“Pidilite is the only stock that can glue your returns, repair your drawdowns, and waterproof your emotions.”
🧴 Keep it in your portfolio toolkit. It fixes everything. Including regret.
📉 Unless you buy it at ATH, then you’ll need Dr. Fixit for your tears.
