Page Industries Limited — Cyborg Score 5/10

Mixed
Textiles - Branded Apparel & Fashion

Strategic Profile

The Jockey brand boasts an impressive Awareness Score of 96% and a Most Preferred Brand Score of 60% among its target audience. The company sells its products through exclusive brand stores, some of which are run by franchisees, large-format stores, multibrand stores, and its e-commerce channel. However, the company reports a weaker-than-expected operating environment for the Jockey brand, which is negatively impacting the brand's performance.

Cyborg Score Rationale

FY2024 saw revenue growth of 8% to ₹49.35 billion with earnings rising 28.1% to ₹7.29 billion, but Q3 FY26 net profit fell to ₹1.9B down from ₹2B YoY, below the estimated ₹2.2B. Mixed broker sentiment with recent downward revisions.

Top Insights

  • Geographic expansion secured with Jockey rights extended to Saudi Arabia, Bahrain, and Kuwait in FY25
  • HSBC maintains reduce rating with ₹41,040 target, implying 9.3% downside from current market price
  • Company delivered poor sales growth of 10.9% over past five years
  • Management announced interim dividend of ₹150 per equity share for FY2025-26

Named Competitors

  • Innerwear & Athleisure — Diversified apparel and fashion company
  • Textile Products — Innerwear manufacturer and distributor
  • Apparel Manufacturing — Integrated textile and garment company

Recent Developments

  • (February 2026) Q3 FY26 earnings below expectations with net profit of ₹1.9B
  • (February 2026) Board meeting scheduled for results announcement and potential 3rd interim dividend declaration
  • (August 2025) Goldman Sachs initiated Buy rating with ₹52,000 target; shares gained 4%
  • (August 2025) Potential tax benefits from upcoming GST reforms on select apparel categories

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