NILKAMALNSENilkamal Limited· Plastic And Plastic ProductsHighNeutral
Announced Tue, 29 Jul · 16:57 IST

Nilkamal Limited has submitted to the Exchange, the financial results for the period ended Jun 30, 2025.

Ebitda Margin CompressionResults RestatedResults View source PDF

NILKAMAL · 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

Nilkamal Limited reported Q1 FY26 standalone revenue of ₹864 crores, up 19% year-on-year from ₹729 crores, driven by 19% growth in the B2B segment and 15% growth in retail & e-commerce. Standalone PAT declined to ₹10 crores from ₹14 crores, while consolidated PAT came in at ₹15 crores versus ₹18 crores in Q1 FY25. EBIDTA was flat at ₹57 crores despite the revenue growth, leading to margin compression, with the retail segment posting a loss at the EBIT level. Net borrowings rose sharply to ₹331 crores from ₹173 crores a year ago, and the company has planned capex of about ₹150 crores for FY26, including a new MDF and foam unit at Hosur-3. The statutory auditor (SRBC & Co LLP) issued an unmodified limited review opinion. Additionally, Mr. Gautam G. Chakravarti was appointed as an Additional Independent Director for five years, subject to shareholder approval via postal ballot.

Likely market impact

The flat EBIDTA and declining profits despite strong top-line growth signal margin pressure, particularly in the retail segment, which may concern investors focused on profitability. However, the healthy 19% revenue growth, stable credit rating (CARE AA Stable), and ongoing capacity expansion point to continued business momentum.