BSEAnjani Foods LtdHighNeutral
Announced Wed, 11 Feb · 12:53 IST

Dear Sir, Please find enclosed results for the quarter ended December 31, 2025. Kindly take this on record. Thanking you,

Exceptional ItemEbitda Margin CompressionResults View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Anjani Foods reported Q3 FY26 standalone revenue from operations of Rs. 1,482.93 lakhs, marginally higher than Rs. 1,471.23 lakhs in Q3 FY25. For the nine months ended December 2025, standalone revenue grew to Rs. 4,199.30 lakhs from Rs. 4,054.83 lakhs, a rise of about 3.6%. However, standalone profit after tax fell sharply to Rs. 9.94 lakhs in Q3 FY26 from Rs. 43.29 lakhs in Q3 FY25, with 9M FY26 PAT dropping to Rs. 22.21 lakhs from Rs. 121.65 lakhs. The decline is largely driven by an exceptional item of Rs. 28.93 lakhs in Q3 (Rs. 86.77 lakhs for 9M) towards goodwill impairment being booked in four equal instalments in FY25-26. Consolidated results show similar trends, with revenue rising to Rs. 1,689.94 lakhs in Q3 FY26 but PAT falling to Rs. 19.31 lakhs from Rs. 48.73 lakhs. The auditor, M. Anandam & Co., issued an unqualified limited review report with no qualifications.

Likely market impact

While topline growth remains modest and stable, the sharp drop in reported profits is almost entirely due to a non-cash goodwill impairment, not weak operations. Investors should look through the exceptional charge to assess underlying performance, which is still showing margin compression and weak earnings quality on a small base.