Q1 FY26-27 results: PAT drops about 30 percent YoY, war hits margins
AGARIND · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
On the reaction day the stock moved 2.7 pts less than Nifty Microcap 250 and 1.7 pts less than its Petrochemicals peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.
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Standalone revenue rose slightly to Rs 33,704 lakhs vs Rs 32,781 lakhs YoY, but PAT fell about 30 percent to Rs 919 lakhs (vs Rs 1,322 lakhs). Consolidated revenue declined about 27 percent to Rs 43,331 lakhs and PAT dropped about 21 percent to Rs 1,035 lakhs. EPS stood at Rs 6.15 standalone and Rs 6.92 consolidated. The company blamed Middle East war and supply disruptions for margin pressure. Dividend of Rs 3.30 per share recommended for FY26. Board also approved diversifying into road construction, EPC and toll collection businesses. Auditor Singhal Sanklecha and Co LLP issued an unmodified review report.
Weaker profitability despite stable standalone revenue; diversification push into infrastructure could be a long-term positive but adds execution risk.