BSEARCL Organics LtdHighNeutral
Announced Wed, 11 Feb · 14:00 IST

Unaudited Financial Results and Limited Review Report for the quarter and nine months ended on 31.12.2025.

Revenue DeclinePat NegativeEbitda Margin CompressionExceptional ItemResults View source PDF

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

ARCL Organics Ltd reported weak Q3 FY26 results with standalone revenue from operations falling ~13.7% YoY to Rs 5,346.69 lakhs (from Rs 6,195.86 lakhs in Q3 FY25). The company swung to a standalone net loss of Rs 894.93 lakhs in Q3, versus a profit of Rs 167.18 lakhs a year ago. The loss was driven by higher other expenses (including a Rs 4.23 crore municipal property tax settlement with Maheshtala Municipality), elevated depreciation and finance costs, and a one-time prior-year tax charge of Rs 5.29 crore under the Vivad Se Viswas 2.0 scheme. On a 9-month basis, revenue grew ~16% to Rs 20,699.94 lakhs but net profit fell sharply to Rs 194.18 lakhs from Rs 629.37 lakhs. The company also booked a Rs 54.80 lakh exceptional charge for new Labour Codes impact on gratuity and leave benefits, deposited Rs 7 crore with the Calcutta High Court in a property litigation with Tara Properties, and promoters transferred 10 lakh shares to SBICAP Trustee to meet Minimum Public Shareholding norms.

Likely market impact

The sharp Q3 loss and one-off tax/settlement hits are likely to weigh on short-term investor sentiment, but the ~16% YoY revenue growth for 9M FY26 and full-year profitability (Rs 240 lakhs PAT consolidated YTD) provide some cushion. Investors should track outcomes of the Tara Properties litigation, MPS share-sale progress, and Q4 performance.