MADRASFERTNSEMadras Fertilizers Limited· FertilisersHighNeutral
Announced Tue, 12 May · 15:11 IST

Madras Fertilizers Limited has submitted to the Exchange, the financial results for the period ended March 31, 2026.

Going ConcernRevenue DeclinePat Growth 25pctContingent Liabilities IncreasedDebt Equity ThresholdEmphasis Of MatterResults View source PDF

MADRASFERT · price

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Price reaction · full curve 14 horizons · vs prior close
+1.9%1-day move
₹67.50
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₹65.57
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AI summary

Madras Fertilizers Limited reported revenue from operations of Rs 2,30,035 lakhs for FY2026, down from Rs 2,54,108 lakhs in the prior year — a ~9.5% decline. However, profit after tax grew 25% to Rs 8,042 lakhs (vs Rs 6,425 lakhs), aided by lower material costs and operating expenses. The company has defaulted on repayment of principal and interest on loans from the Government of India (GoI), and its proposed financial revival package (seeking waiver of accrued/penal interest and conversion of principal to zero-interest borrowings) has been temporarily placed on hold under the new PSE policy of Atmanirbhar Bharat. The board lacks the required number of independent directors after two directors' terms expired on 16 April 2026. Exceptional items of Rs 838 lakhs were recognised, primarily for enhanced gratuity costs from a Madras High Court order and a change in the gratuity plan limit.

Likely market impact

The company remains financially stressed — it has defaulted on GoI loans and the revival package is stalled, raising going-concern risk. Revenue decline is a concern, though PAT growth driven by cost controls is a positive. Shareholders should monitor the revival proposal outcome and the pending finalisation of urea subsidy rates by the government.