NCLINDBSENCL Industries Ltd-$HighNeutral
Announced Fri, 29 May · 15:35 IST

Dear Sir Take this intimation on record. Thanks Company Secretary

Pat Growth 25pctEbitda Margin ExpansionExceptional ItemResults View source PDF

NCLIND · 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 14 horizons · vs prior close
-1.0%1-day move
₹187.93
prior close
₹188.00
base price
After-mkt
timing
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-0.8-1.2-3.5-3.4-1.0-1.7-4.7-3.4-3.6-1.2+2.2+1.6
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AI summary

NCL Industries reported strong FY2025-26 results with net profit from continuing operations jumping 261% to Rs 12,365 Lakhs from Rs 3,424 Lakhs in FY25. Revenue from operations grew 4.4% to Rs 1,42,208 Lakhs. EBITDA before exceptional items increased 121% to Rs 14,704 Lakhs driven by exceptional performance in the Cement division (profit up 147% to Rs 13,965 Lakhs). The company discontinued its Doors division citing operational and commercial challenges, recognizing an impairment of Rs 2,575 Lakhs on its assets. Exceptional items of Rs 977 Lakhs include Rs 563 Lakhs mineral-bearing cess (relating to earlier years per Supreme Court judgment) and Rs 414 Lakhs provision for diminution in JV investment value. Board recommended final dividend of Rs 2 per share, taking total dividend for FY26 to Rs 3.50 per share (35%). Auditors issued unmodified (clean) opinion on both standalone and consolidated results.

Likely market impact

The 261% PAT growth and strong EBITDA expansion signal operational efficiency gains, particularly in cement. However, the Doors division discontinuation and related Rs 2,575 Lakhs impairment loss create a one-time headwind. The clean audit opinion removes going concern risks. Total dividend of Rs 3.50 per share provides shareholder returns despite the restructuring charge.