BSEModern Insulators LtdHighNeutral
Announced Thu, 6 Nov · 12:50 IST

The Board of Director in their meeting held today have considered and approved the Unaduited (Consolidated & Standalone) Results for the quarter and half year ended 30.09.2025

Qualified OpinionRevenue Growth 20pctPat Growth 25pctEbitda Margin ExpansionRelated Party TransactionsResults View source PDF

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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

Modern Insulators reported strong Q2 FY26 results with standalone revenue from operations jumping to ₹17,650.85 lakhs (vs ₹11,491.69 lakhs in Q2 FY25), a growth of about 53%, while H1 revenue rose 45% to ₹31,788.12 lakhs. Standalone profit after tax grew to ₹1,753.28 lakhs in Q2 (up 34% YoY) and ₹3,366.83 lakhs in H1 (up 61% YoY), with EPS at ₹7.14 for H1 vs ₹4.43 last year. The Insulators segment drove the bulk of the growth, while the Terry Towels segment was nearly flat. The auditor issued a qualified review report because the company has not made a tax provision of ₹421.69 lakhs for H1 (cumulative unpaid tax provision of ₹12,265.88 lakhs) citing a proposed amalgamation under the Companies Act, 2013. The company also has large interest-free unsecured loans to a related party covered under Section 189 (₹7,414 lakhs) and to its wholly-owned subsidiary (₹1,358 lakhs).

Likely market impact

Strong topline and bottomline growth signals healthy operational momentum and margin expansion, which is positive for shareholders. However, the auditor's qualified opinion and the large unpaid tax provision tied to a pending amalgamation remain a key watch item as it creates uncertainty about future tax outflows.