Unaudited Consolidated and Standalone Financial Results of the Company for the Quarter and Half-Year ended on September 30, 2025.
MAFATIND · price
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Mafatlal Industries reported Q2 FY26 consolidated revenue of Rs. 1,029.69 crores, up 3.4% YoY from Rs. 995.52 crores, while H1 FY26 revenue surged 56.8% YoY to Rs. 2,269.97 crores (partly aided by the new subsidiary Mafatlal Apparel Exports included from July 2025). The textile segment was a clear standout, with Q2 revenue up about 30.6% YoY (Rs. 417.68 cr vs Rs. 319.71 cr), whereas the consumer durables segment declined roughly 11% YoY in Q2. Q2 FY26 consolidated profit after tax was Rs. 21.52 crores (vs Rs. 19.97 crores YoY, up ~8%), and H1 FY26 PAT jumped about 33% YoY to Rs. 67.08 crores. The Board declared an interim dividend of Rs. 1.25 per share (face value Rs. 2), aggregating Rs. 9.00 crores, with record date November 14, 2025 and payment on or before November 21, 2025. Statutory auditor Price Waterhouse issued a clean (unmodified) limited review opinion on both consolidated and standalone results.
Strong H1 PAT growth and a healthy textile segment performance, combined with a meaningful interim dividend payout, are positives for shareholders. However, the sharp sequential drop in Q2 PAT (from Rs. 45.56 cr in Q1 to Rs. 21.52 cr), consumer durables softness, and a one-time Rs. 5.96 cr severance charge related to the Nadiad plant restructuring (already recognized earlier) are points to watch. Overall sentiment is likely neutral-to-positive given the dividend and growth.