HLEGLASNSEHLE Glascoat LimitedHighNeutral
Announced Tue, 19 May · 14:14 IST

HLE Glascoat Limited has informed the Exchange regarding a press release dated May 19, 2026, titled "Investor Release for Q4 FY 2025-26".

Revenue Growth 20pctPat NegativeEbitda Margin CompressionExceptional ItemResults View source PDF

HLEGLAS · price

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Price reaction · full curve 14 horizons · vs prior close
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₹309.00
prior close
₹311.90
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AI summary

HLE Glascoat reported FY26 consolidated revenue of ₹1,353.0 Cr, up 31.7% YoY, driven by growth across Filtration/Drying (50.9%) and Heat Transfer (64.6%) segments. However, EBITDA grew only 5.4% to ₹148.5 Cr (margin 11.0%, down from 13.7% in FY25), and PAT declined 8.4% to ₹56.6 Cr (margin 4.2%, down from 6.0%). The underperformance was partly due to ₹6.7 Cr in exceptional items (₹2.1 Cr labour code impact + ₹4.6 Cr acquisition costs) and losses of ₹15.3 Cr EBITDA / ₹15.6 Cr PAT at the newly acquired Omeras business in Germany. Q4 FY26 standalone showed revenue of ₹391.7 Cr, EBITDA of ₹43.9 Cr (11.2%), and PAT of ₹20.1 Cr (5.1%). Order book stood at ₹681.6 Cr as of March 31, 2026, providing revenue visibility.

Likely market impact

Strong top-line growth of 31.7% was offset by margin compression and PAT decline due to integration costs and losses at the Omeras acquisition. EBITDA margin contracted by 270 bps and PAT margin by 180 bps year-on-year, which is a concern despite healthy order visibility.