RAJPALAYAMBSERajapalayam Mills Ltd-$HighNeutral
Announced Mon, 10 Nov · 12:46 IST

Outcome of the Board Meeting.

Revenue DeclinePat Growth 25pctPat NegativeExceptional ItemResults View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

The Board approved the un-audited standalone and consolidated financial results for Q2 FY26 (quarter ended 30 Sep 2025) and H1 FY26, reviewed by joint auditors N.A. Jayaraman & Co. and SRSV & Associates, who issued an unmodified limited review opinion. On a standalone basis, Q2 revenue from operations rose ~5% YoY to ₹24,145 lakhs, and the company swung from a loss of ₹186 lakhs in Q2 FY25 to a net profit of ₹848 lakhs in Q2 FY26, with EPS of ₹9.19. For H1 FY26, standalone revenue dipped ~3.8% YoY to ₹43,002 lakhs, though the net loss narrowed sharply to ₹377 lakhs from ₹1,733 lakhs a year ago. On a consolidated basis, the company posted Q2 net profit of ₹1,709 lakhs and H1 net profit of ₹2,521 lakhs, boosted by share of profits from associates (Ramco Cements, Ramco Industries, Ramco Systems). Small exceptional items of ₹4 lakhs (loss) in Q2 relate to profit/loss on sale of property, plant & equipment.

Likely market impact

A clear turnaround in Q2 profitability with a swing back into the black, driven by better textile segment performance. Consolidated bottom line is materially strengthened by associate company earnings. Shareholders should note that H1 remains marginally loss-making on a standalone basis and revenue has declined ~3.8% YoY for the half-year, warranting close tracking of the textile segment's pricing and demand environment.