NIRLONBSENirlon LtdMinimalNeutral
Announced Mon, 17 Nov · 13:32 IST

The Company has published its Un- Audited Financial Results for the quarter and half year ended September 30, 2025 in Navakal (in Marathi) and Business Standard ( in English) on November ....

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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

Nirlon Limited has published its unaudited financial results for the quarter and half year ended September 30, 2025, approved by the Board on November 14, 2025. Revenue from operations grew modestly to Rs 16,530.85 lakhs in Q2 FY26 versus Rs 16,020.61 lakhs in Q2 FY25, while H1 revenue rose to Rs 32,830.45 lakhs from Rs 31,671.26 lakhs. Profit before tax for H1 FY26 stood at Rs 18,318.51 lakhs (up about 11% YoY from Rs 16,474.13 lakhs). Reported profit after tax jumped sharply to Rs 14,766.40 lakhs in Q2 and Rs 20,607.15 lakhs in H1, driven mainly by a one-time reversal of Rs 6,950.51 lakhs in deferred tax liability after the company opted for the new concessional tax regime under Section 115BAA. EPS rose to Rs 16.39 for Q2 (vs Rs 6.27) and Rs 22.87 for H1 (vs Rs 11.80). The company also paid a final dividend of Rs 11 per share (Rs 9,912.98 lakhs) for FY25.

Likely market impact

The headline PAT looks very strong but is inflated by a one-time tax accounting gain — excluding this, underlying earnings growth is more modest, in line with low single-digit revenue growth and roughly 11% PBT growth. Investors should focus on profit before tax and operating cash flows (Rs 19,991 lakhs in H1) for the true performance picture. The dividend payout reflects healthy cash generation, though the company still carries substantial borrowings of Rs 1,14,657 lakhs.