HPALNSEHP Adhesives LimitedHighNeutral
Announced Thu, 12 Feb · 19:35 IST

HP Adhesives Limited has informed the Exchange regarding Board meeting held on February 12, 2026.

Emphasis Of MatterRevenue DeclineEbitda 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

HP Adhesives reported Q3 FY26 consolidated revenue of ₹6,536.71 lakh, down ~2% YoY from ₹6,667.63 lakh, while 9M FY26 revenue grew ~5.6% to ₹19,653.23 lakh. Profit after tax fell sharply — Q3 PAT dropped ~61% YoY to ₹162.22 lakh and 9M PAT fell ~33% YoY to ₹934.97 lakh, with profit before tax compressed by rising material and operating costs. The company booked exceptional items of ₹80.98 lakh in 9M FY26, covering a GST demand of ₹32.34 lakh, a CESTAT order of ₹6.58 lakh, and a one-time Labour Code gratuity impact of ₹42.06 lakh. The auditor flagged an 'Emphasis of Matter' regarding a fire on January 17, 2026 at the Khopoli plant (Unit-I), which damaged property, plant, equipment and inventory, though no casualties were reported; the company says inventory and assets are insured and standby production has begun. The board also approved the appointment of Dr. Chandra Sekhar Nettem as Independent Director (5-year term) and accepted the resignation of Mr. Ajeet Anant Walavalkar on health grounds.

Likely market impact

Sharp YoY decline in quarterly PAT and the recent fire at the main solvent cement plant are negative near-term signals for the stock, though insurance coverage and alternate production lines limit operational risk. Investors should watch the forthcoming insurance claim assessment and any margin recovery in the next quarter.