Mangalam Cement Limited has informed the Exchange regarding Board meeting held on August 08, 2025.
MANGLMCEM · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
On the reaction day the stock moved 2.3 pts more than Nifty Microcap 250 and 2.5 pts more than its Cement & Cement Products peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.
Minute windows have no benchmark: there is no intraday index history to compare against.
Mangalam Cement's Board approved unaudited financial results for Q1 FY26 (quarter ended June 30, 2025). Revenue from Operations rose to Rs. 45,174 lakhs from Rs. 38,057 lakhs in Q1 FY25, an increase of about 18.7%. Net Profit jumped sharply to Rs. 3,226 lakhs from Rs. 1,706 lakhs, an 89% jump, with EPS at Rs. 11.73 versus Rs. 6.21. Profit Before Tax nearly doubled to Rs. 4,914 lakhs from Rs. 2,635 lakhs. The auditor (Singhi & Co.) issued an unmodified limited review report. Separately, the Board flagged a material event under SEBI Regulation 30(4)(d): a cargo of 55,000 MT Green Delayed Petroleum Coke bought in July 2024 from AUM Commodities FZCO (Dubai) for ~USD 5.4 million was never delivered despite payment via letters of credit. The company has lodged an insurance claim of ~USD 5.37 million with Liva Insurance and issued legal demand notices through English solicitors to the carrier and other parties.
Q1 results show strong year-on-year profit growth driven by better realisations and operating leverage, which is positive for shareholders. However, the ~USD 5.4 million (~Rs. 45 crore) cargo non-delivery exposure is a material overhang; recovery through the insurance claim and legal action remains pending and could weigh on sentiment if prolonged.