MERCANTILEBSEMercantile Ventures LtdMediumNeutral
Announced Fri, 6 Feb · 16:07 IST

Outcome of the Board meeting

Qualified OpinionPat NegativeResults View source PDF

MERCANTILE · price

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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

Mercantile Ventures' Board approved its Q3 FY26 (quarter ended December 31, 2025) unaudited financial results on February 6, 2026. On a standalone basis, total income for the quarter rose to Rs. 1,128.19 lakhs from Rs. 956.62 lakhs in Q3 FY25 (~18% growth), with net profit at Rs. 48.13 lakhs versus Rs. 34.40 lakhs a year ago. However, for the nine-month period, standalone total income fell to Rs. 3,272.07 lakhs (from Rs. 3,888.26 lakhs) and the company slipped into a small loss of Rs. 13.44 lakhs versus a profit of Rs. 574.46 lakhs in 9M FY25. On a consolidated basis, Q3 revenue jumped ~29% YoY to Rs. 2,574.69 lakhs, though 9M FY26 showed a large net loss of Rs. 3,527.63 lakhs versus a profit last year, hurt by discontinued operations and other comprehensive losses.

Likely market impact

The headline Q3 standalone numbers look healthy, but the nine-month standalone loss and the auditor's qualification on a Rs. 22 crore preference-share investment at subsidiary Walery Security Management (unpaid dividends since FY20, no valuation report available) are red flags. Shareholders should watch for clarity on the subsidiary exposure and the discontinued-operations drag, which materially distorts consolidated earnings.