Results for the Quarter ended 30.06.2025
BENGALASM · price
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BACL reported Q1 FY2026 standalone total income of Rs 2,843.18 lakhs, sharply up from Rs 514.64 lakhs in Q1 FY2025, driven by a jump in sale of products to Rs 2,208.71 lakhs. Standalone profit after tax rose ~50% to Rs 276.05 lakhs (vs Rs 184.10 lakhs), with EPS at Rs 2.42 vs Rs 1.61. On a consolidated basis, total income grew to Rs 60,039.86 lakhs from Rs 54,499.50 lakhs (~10% YoY), while revenue from operations rose to Rs 57,312.92 lakhs. Consolidated profit before tax jumped to Rs 9,922.62 lakhs (vs Rs 7,317.05 lakhs), but consolidated PAT was almost flat at Rs 25,842.45 lakhs (vs Rs 25,641.23 lakhs), as share of profit from associates dipped slightly. Consolidated EPS stood at Rs 216.99 (vs Rs 217.83). A key development: the Scheme of Arrangement with Umang Dairies Ltd (UDL) and Panchmahal Properties Ltd became effective on June 17, 2025, involving demerger of UDL's dairy business into PPL and amalgamation of UDL's residual business into BACL. This led to revised/restated prior period figures. 1,07,571 new equity shares were allotted to UDL shareholders on July 7, 2025. The Board had also recommended a Rs 50 per share dividend on May 29, 2025.
The restructuring expands BACL's business footprint (now including UDL's residual operations and a larger share in JK Tyre as associate), but consolidated bottom-line growth was muted despite topline improvement. Shareholders benefit from the Rs 50/share dividend recommendation and a cleaner holding-company structure, though EPS dilution from the share allotment is minor.