New ₹320cr capacity ramp-up driving ₹300-400cr FY27 revenue
Expected: Q4 FY26MEDIUM confidence+₹300 Cr revenue
What: New plant commissioning in March 2026 with 75-80% utilization target within 2 years.
Impact: +₹300 Cr revenue
“Management stated: \”
Stylam Industries Ltd: Why Is It Outperforming Nifty 500?
ActiveAverage7w StreakRe-Entry
In Week of Mar 28, 2026, Stylam Industries Ltd (Plywood Boards/Laminates) is outperforming Nifty 500 with +9.8% relative strength. Fundamentals: Average. On a 7-week streak.
Emerging Opportunity
What's Happening
⏳Steady earner with flat PE — waiting for re-rate catalyst
💪Debt reduced 100% YoY — balance sheet strengthening
👔Promoter stake down 2.4% this quarter
🌐FII stake decreased 0.9% this quarter
🏛️DII accumulation — stake up 5.7%
💰Trading 21% below estimated fair value
Earnings Acceleration Triggers
1. New ₹320cr capacity ramp-up driving ₹300-400cr FY27 revenue
Q4 FY26MEDIUM
2. Domestic shift to value-added products with April 2026 price hike
Q4 FY26HIGH
3. Export margin recovery despite 50% US tariffs
OngoingMEDIUM
Key Risks
1. US tariffs at 50% threatening export volumes
MEDIUM2. Geopolitical tensions suppressing export volumes
LOW3. Raw material cost pressures
MEDIUMKey Numbers
PAT Growth YoY
+53%
Inflection Up
Revenue YoY
+6%
Stable
Operating Margin
21.0%
+300 bps YoY
PE Ratio
26.1
Current Price
₹2,176
Fundamental Score
60/100
Average
3Y PAT CAGR
+26%
Market Cap
3.7K Cr
Valuation
Undervalued12-Week Performance
Weekly presence in the outperformers list. Green = beating Nifty 500 by 10%+ that week.
12 weeks agoThis week
Why Are Stylam Industries Ltd's Earnings Accelerating?
Based on Q3 FY26 earnings • Updated Feb 22, 2026
Domestic shift to value-added products with April 2026 price hike
Expected: Q4 FY26HIGH confidence+₹100 Cr revenue
What: Strategic move from commodity to higher-margin laminates with scheduled price increase.
Impact: +₹100 Cr revenue
“Management noted: \”
Export margin recovery despite 50% US tariffs
Expected: OngoingMEDIUM confidence+₹150 Cr revenue
What: US clients accepting higher costs despite tariffs, maintaining export profitability.
Impact: +₹150 Cr revenue
“Management confirmed: \”
What Are the Key Risks for Stylam Industries Ltd?
Earnings deceleration risks from management commentary
US tariffs at 50% threatening export volumes
MEDIUMTrigger: Tariffs maintained beyond 6 months
Impact: -200 bps margin impact
Management view: Management stated clients are currently bearing the cost but acknowledged risk if prolonged.
Monitor: US export volumes
Geopolitical tensions suppressing export volumes
LOWTrigger: Escalation of regional conflicts
Impact: -100 bps margin impact
Management view: Management noted geopolitical issues have kept 9M volume growth subdued at ~2%.
Monitor: Export volume growth
Raw material cost pressures
MEDIUMTrigger: RM costs increase >15%
Impact: -300 bps margin impact
Management view: Management cited efficient sourcing and inventory management as mitigants.
Monitor: RM cost trends
What Is Stylam Industries Ltd's Management Saying?
Key quotes from recent conference calls
“The new capacity is being utilized to cater to the growing demand in the domestic retail and project segments. — Management”
“We are undertaking targeted initiatives to further strengthen our domestic market presence and momentum going forward. — Management”
“US clients are now accepting higher costs despite 50% tariffs. — Management”
“We expect ₹300-400 crore contribution in the first year (FY27) from new capacity. — Management”
What Is Stylam Industries Ltd's Management Guidance?
Forward-looking targets from management for FY27
Revenue Growth Target
50%
Implied PAT Growth
40%
OPM Guidance
20%
Capex Plan
₹320 Cr
Management Tone: CAUTIOUS
Key Milestones
• New plant commissioning in March 2026
• 75-80% capacity utilization within 2 years
• Domestic price hike effective April 1, 2026
How Fast Is Stylam Industries Ltd Growing?
Revenue, profit and margin growth rates
| Metric | YoY | 3Y CAGR | Trend |
|---|---|---|---|
| Revenue | +6% | +16% | Stable |
| PAT (Net Profit) | +53% | +26% | Inflection Up |
| OPM | 21.0% | +300 bps | Stable |
The above analysis is parsed from publicly available earnings call transcripts. This is educational research only — not investment advice. Last updated Feb 22, 2026.
Frequently Asked Questions: Stylam Industries Ltd
Based on publicly available financial data. This is educational research, not investment advice.
What were Stylam Industries Ltd's latest quarterly results?
Stylam Industries Ltd's latest quarterly results (Dec 2025) show
- PAT Growth YoY: +53.3% (turning around (inflection up))
- Revenue Growth YoY: +6.3%
- Operating Margin: 21.0% (stable)
Is Stylam Industries Ltd's profit growing or declining?
Stylam Industries Ltd's profit is growing with an turning around (inflection up) trend.
- PAT Growth YoY: +53.3% (latest quarter)
- PAT Growth QoQ: +24.3% (sequential)
- 3-Year PAT CAGR: +26.0%
- Trend: Turning around (inflection up) — consistent growth pattern
What is Stylam Industries Ltd's revenue growth trend?
Stylam Industries Ltd's revenue growth trend is stable.
- Revenue Growth YoY: +6.3%
- Revenue Growth QoQ: -7.2% (sequential)
- 3-Year Revenue CAGR: +15.9%
How is Stylam Industries Ltd's operating margin trending?
Stylam Industries Ltd's operating margin is stable.
- Current OPM: 21.0%
- OPM Change YoY: +3.0% basis points
- OPM Change QoQ: +2.0% basis points
What is Stylam Industries Ltd's 3-year profit and revenue CAGR?
Stylam Industries Ltd's long-term compounding rates
- 3-Year Profit CAGR: +26.0%
- 3-Year Revenue CAGR: +15.9%
Is Stylam Industries Ltd's growth accelerating or decelerating?
Stylam Industries Ltd's earnings growth is turning around (inflection up) with mixed signals on a sequential basis.
- YoY Acceleration: +44.5% bps
- Sequential Acceleration: -7.8% bps
What is Stylam Industries Ltd's trailing twelve month (TTM) performance?
Stylam Industries Ltd's trailing twelve month (TTM) performance
- TTM PAT: ₹141 Cr
- TTM PAT Growth: +8.5% YoY
- TTM Revenue: ₹1,000 Cr
- TTM Revenue Growth: +11.0% YoY
- TTM Operating Margin: 18.8%
Is Stylam Industries Ltd overvalued or undervalued?
Stylam Industries Ltd appears undervalued based on our fair value analysis.
- Valuation Signal: Undervalued
- Current PE: 26.1x
- Price-to-Book: 5.1x
What is Stylam Industries Ltd's current PE ratio?
Stylam Industries Ltd's current PE ratio is 26.1x.
- Current PE: 26.1x
- Market Cap: 3.7K Cr
How does Stylam Industries Ltd's valuation compare to its history?
Stylam Industries Ltd's current PE is 26.1x.
- Current PE: 26.1x
- Valuation Assessment: Undervalued
What is Stylam Industries Ltd's price-to-book ratio?
Stylam Industries Ltd's price-to-book ratio is 5.1x.
- Price-to-Book (P/B): 5.1x
- Book Value per Share: ₹427
- Current Price: ₹2176
Is Stylam Industries Ltd a fundamentally strong company?
Stylam Industries Ltd is rated Average with a fundamental score of 59.76/100. This score is calculated from objective financial metrics
- Revenue Growth YoY: +6.3% (10% weight)
- PAT Growth YoY: +53.3% (10% weight)
- PAT Growth QoQ: +24.3% (10% weight)
- Margins stable (10% weight)
Is Stylam Industries Ltd debt free?
Stylam Industries Ltd has a debt-to-equity ratio of N/A.
- Total Debt: ₹36 Cr
What is Stylam Industries Ltd's return on equity (ROE) and ROCE?
Stylam Industries Ltd's return ratios over recent years
- FY2023: ROCE 32.0%
- FY2024: ROCE 34.0%
- FY2025: ROCE 27.0%
Is Stylam Industries Ltd's cash flow positive?
Stylam Industries Ltd's operating cash flow is positive (FY2025).
- Cash from Operations (CFO): ₹107 Cr
- Free Cash Flow (FCF): ₹-19 Cr
- CFO/PAT Ratio: 88% (strong cash conversion)
What is Stylam Industries Ltd's dividend yield?
Stylam Industries Ltd currently does not pay a significant dividend (yield 0.00%).
- Dividend Yield: 0.00%
- Current Price: ₹2176
Who holds Stylam Industries Ltd shares — promoters, FII, DII?
Stylam Industries Ltd's shareholding pattern (Dec 2025)
- Promoters: 52.2%
- FII (Foreign): 2.0%
- DII (Domestic): 13.2%
- Public: 32.5%
Is promoter holding increasing or decreasing in Stylam Industries Ltd?
Stylam Industries Ltd's promoter holding has remained stable recently.
- Current Promoter Holding: 52.2% (Dec 2025)
- Previous Quarter: 52.2% (Sep 2025)
- Change: 0.00% (stable)
How long has Stylam Industries Ltd been outperforming Nifty 500?
Stylam Industries Ltd has been outperforming Nifty 500 for 7 consecutive weeks, indicating building momentum.
Is Stylam Industries Ltd a new momentum entry or an established outperformer?
Stylam Industries Ltd is a re-entry — it briefly dropped off the outperformance list but has now returned. Re-entries can signal renewed strength.
What are the growth catalysts for Stylam Industries Ltd?
Stylam Industries Ltd has 3 key growth catalysts identified from recent earnings analysis
- New ₹320cr capacity ramp-up driving ₹300-400cr FY27 revenue
- Domestic shift to value-added products with April 2026 price hike
- Export margin recovery despite 50% US tariffs
What are the key risks in Stylam Industries Ltd?
Stylam Industries Ltd has 3 key risks worth monitoring
- US tariffs at 50% threatening export volumes
- Geopolitical tensions suppressing export volumes
- Raw material cost pressures
What did Stylam Industries Ltd's management say in the latest earnings call?
In Q3 FY26, Stylam Industries Ltd's management highlighted
- "The new capacity is being utilized to cater to the growing demand in the domestic retail and project segments. — Management"
- "We are undertaking targeted initiatives to further strengthen our domestic market presence and momentum going forward. — Management"
- "US clients are now accepting higher costs despite 50% tariffs. — Management"
What is Stylam Industries Ltd's management guidance for growth?
Stylam Industries Ltd's management has provided the following forward guidance for FY27
- Revenue growth target: 50%
- Implied PAT growth: 40%
- OPM guidance: 20%
- Capex plan: ₹320 Cr
- Management tone: cautious
- Milestone: New plant commissioning in March 2026
- Milestone: 75-80% capacity utilization within 2 years
Is Stylam Industries Ltd worth studying for long term investment?
Based on quantitative research signals, here is why Stylam Industries Ltd may be worth studying
- Earnings growing at +53.3% YoY
- Valuation: appears undervalued
- Cash flow is positive — CFO ₹107 Cr
What is the investment thesis for Stylam Industries Ltd?
Stylam Industries Ltd investment thesis summary:
Research Signals (Bull Case)
- Appears undervalued
- Growth catalyst: New ₹320cr capacity ramp-up driving ₹300-400cr FY27 revenue
Risk Factors (Bear Case)
- Key risk: US tariffs at 50% threatening export volumes
What is the future outlook for Stylam Industries Ltd?
Stylam Industries Ltd's forward outlook based on current data signals
- Earnings Trend: turning around (inflection up)
- Revenue Trend: stable
- Margin Trend: stable
- Valuation: Undervalued
- Key Catalyst: New ₹320cr capacity ramp-up driving ₹300-400cr FY27 revenue
- Key Risk: US tariffs at 50% threatening export volumes
The above FAQs are generated from publicly available earnings data and conference call transcripts. This is educational research only. Sector Alpha is not SEBI registered and does not provide investment advice.