MSTCLTDBSEMSTC LtdHighNeutral
Announced Fri, 29 May · 18:25 IST

Financial Results for the quarter and year ended 31st March, 2026

Emphasis Of MatterRevenue Growth 20pctPat NegativeExceptional ItemResults View source PDF

MSTCLTD · price

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Price reaction · full curve 14 horizons · vs prior close
+3.4%1-day move
₹436.50
prior close
₹474.00
base price
After-mkt
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AI summary

MSTC Limited reported standalone revenue of ₹11,879.72 Lakhs for Q4 FY26 (up 34% YoY) and ₹36,965.66 Lakhs for full year FY26 (up 19% YoY). Standalone PAT for FY26 came in at ₹22,168.87 Lakhs versus ₹40,298.09 Lakhs in FY25 — a significant decline primarily because FY25 included a one-time net gain of ₹30,169 Lakhs from sale of FSNL investment (exceptional item). Excluding that, underlying profitability improved. Consolidated PAT for FY26 is ₹21,843.32 Lakhs versus ₹40,707.21 Lakhs in FY25. The company recognized an impairment loss of ₹144 Lakhs on its investment in Mahindra MSTC Recycling Private Limited (cumulative ₹1,150 Lakhs). Other income includes ₹1,471.19 Lakhs from write-back of liabilities over five years old. Employee costs increased by ₹238.17 Lakhs due to enhanced gratuity limits under new labour codes. The Board recommended final dividend of ₹8.10 per share (81%) in addition to interim dividend already paid. Auditors issued an unmodified opinion.

Likely market impact

PAT decline is largely due to the FY25 exceptional gain; underlying business showed revenue growth of ~19%. The company remains profitable and continues dividend payments. Shareholders should note the ongoing Standard Chartered Bank legal dispute (contingent liability of ₹14,361.97 Lakhs) and potential impact of new labour code implementation.