BSENath Industries LtdHighNeutral
Announced Tue, 10 Feb · 16:48 IST

Unaudited result for the quarter ended 31st December 2025

Revenue Growth 20pctPat Growth 25pctResults View source PDF

Price

Loading chart…

▲ 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

Nath Industries reported unaudited standalone results for Q3 FY26 (quarter ended 31 Dec 2025), with revenue from operations of Rs. 116.77 crore versus Rs. 114.44 crore in the same quarter last year, a modest ~2% rise. For the nine months ended Dec 2025, total income grew 21.48% to Rs. 367.50 crore from Rs. 302.51 crore a year ago, while profit after tax rose to Rs. 8.75 crore from Rs. 5.98 crore, a ~46% jump. Basic and diluted EPS for the nine-month period stood at Rs. 3.61 versus Rs. 3.15 earlier. The paper segment remained the largest contributor to revenue. Notably, fire incidents at both paper division units disrupted operations for 12-15 days during the quarter; loss assessment is ongoing and assets are said to be fully insured, with claims already initiated. The auditor (N R Agrawal & Co) issued an unmodified limited review report.

Likely market impact

Strong nine-month revenue and profit growth is a positive for shareholders, but the fire incident in the paper division is a near-term overhang on production and could lead to an exceptional loss or insurance receivable in coming quarters. Investors should watch for clarity on the insurance claim amount and any impact on Q4 margins.