Stockrabit · Analysts
Questions across 2 calls

Aradhana Jain

360 ONE Capital

DOMS Industries Limited

DOMS Industries Limited CC-May26.pdf · 2026-05-19
Congratulations on the continued good set of performance. My first question is the core stationery segment delivered 19% growth this quarter. Could you help us understand whether there was any element of channel stocking ahead of the raw material price increases that led to this kind of growth or it was entirely driven by the underlying consumption demand? And related to that, how was the secondary sales trend versus the primary sales during the quarter? With this also, if you could highlight which are the specific categories or SKUs where we are seeing those kind of price hikes currently? And how much is th e price hike that we've taken? That's my first question.
Understood. And the second question is, so if the current geopolitical situation sustains for, say, another 2 to 3 months and the crude yield inflation remains at the current elevated levels that they are, would -- could the EBITDA margins take a hit going forward? Or would we still continue to guide at the 16.5% to 17.5% band?
DOMS Industries Limited CC-Nov25.pdf · 2025-11-11
Hi, thank you for the opportunity. Just to continue with the previous participant's question on the pen segment. Sir, what was the capacity of pens a year back versus where are we right now as on 1H, given that you said that the increase in the office supply or sales has primarily been on the back of pens and that has happened because of the capacity expansion. So could you just highlight how much capacity has expanded on the pens side in the last 1 year? That's my first question?
And going forward, where do we see that increasing to in the near-term or is this the level at which we'll be operating?