Symphony Ltd
Symphony Q2 FY26 Results: Revenue Drops 40% YoY 📉
- Standalone revenue declined 40% YoY in Q2 FY26 due to inventory overhang in General Trade channel.
- Standalone EBITDA dropped 63% YoY, with margins falling from 27.8% to 17.3%.
- Consolidated revenue down 44% YoY; EBITDA fell 68%, margins shrank from 26.4% to 15.1%.
- H1 FY26 standalone revenue at ₹384 crore (down 39% YoY), EBITDA at ₹50 crore (down 67%), PAT at ₹65 crore (down 52%).
- Declared second interim dividend of ₹1 per share (face value ₹2), totaling ₹13.7 crore in dividends YTD.
- Launched 9 new air cooler SKUs and 8 new water heater SKUs to diversify portfolio.
- Recovered ₹4 crore from Pathways in Oct 2025 (total recoveries now ₹8.5 crore against ₹50.2 crore written off in FY25).
- GSK China progressing toward debt-free status with ₹45 crore in IPR monetization (₹22 crore received YTD).
- IMPCO Mexico expanded washing machine distribution; Climate Holdings Australia reported third consecutive YoY growth.
- Strategic focus: Expanding 'Air Force' range, penetrating semi-urban/rural markets, building Round-The-Year product ecosystem.
- Prioritizing high-margin growth markets domestically & internationally via export-led expansion.