Submitting herewith un-audited financial results for the quarter and half year ended 30th September, 2025
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On the reaction day the stock moved 2.9 pts more than Nifty Microcap 250 and 3.5 pts more than its Industrial Minerals peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.
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ASI Industries reported Q2 FY26 revenue from operations of Rs. 2,056 lakhs, down about 12% YoY from Rs. 2,331 lakhs. For the half year, revenue from operations fell roughly 13% YoY to Rs. 5,006 lakhs versus Rs. 5,772 lakhs a year ago. Management blamed unusually heavy monsoon rainfall (more than double normal levels near its mining areas) for weaker production and sales during the quarter. Despite the revenue drop, profit after tax for H1 still grew about 11% YoY to Rs. 485 lakhs, and the operating profit margin (EBITDA proxy) expanded from around 14.5% to roughly 17.5%. The balance sheet also strengthened, with short-term borrowings cut sharply to Rs. 1,034 lakhs from Rs. 2,944 lakhs at the end of FY25, and operating cash flow stayed positive at Rs. 939 lakhs.
Revenue weakness is weather-driven and likely one-off, but margin expansion and meaningful debt reduction are positives; near-term stock reaction may be muted until production normalizes post-monsoon.