Unaudited Financial Results for the quarter and half year ended September 30, 2025.
LAHOTIOV · price
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Lahoti Overseas reported standalone total revenue from operations of Rs 10,718 lakhs for Q2 FY26, down about 31% from Rs 15,466 lakhs in Q2 FY25. For the half year (H1 FY26), revenue declined to Rs 19,164 lakhs from Rs 27,435 lakhs a year ago, a drop of roughly 30%. Despite the revenue fall, net profit jumped to Rs 667.69 lakhs in Q2 FY26 from a loss of Rs 30.74 lakhs in Q2 FY25, and H1 FY26 net profit nearly doubled to Rs 828.26 lakhs from Rs 423.04 lakhs. Basic EPS for H1 FY26 stood at Rs 2.84 versus Rs 1.45 last year. The Export/Trading segment continued to be the main contributor, while the Power Division remained small. The auditor issued an unqualified limited review report on both standalone and consolidated results.
Sharply lower sales year-on-year is a concern, but the strong profit recovery, debt reduction (short-term borrowings down to Rs 2,604 lakhs from Rs 7,635 lakhs), and healthy operating cash flow signal improved efficiency and a leaner balance sheet. Shareholders may see this as a margin-led turnaround story rather than a growth one, with the stock likely to react to the profit beat despite weak top-line.