RECLTDNSEREC Limited· Financial InstitutionHighNeutral
Announced Tue, 28 Apr · 15:19 IST

REC Limited has submitted to the Exchange, the financial results for the period ended March 31, 2026.

Emphasis Of MatterRelated Party TransactionsResults View source PDF

RECLTD · 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
-4.2%1-day move
₹378.00
prior close
₹379.45
base price
In-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-1.5-1.5-4.2-6.0-6.3-5.5-5.0-5.0-11.6-10.8-3.4
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AI summary

REC Limited, a Maharatna PSU NBFC, reported its audited standalone and consolidated results for FY26. Standalone total income rose to ₹59,187 crores from ₹55,980 crores in FY25, a growth of about 5.7%. Net profit (standalone) for FY26 stood at ₹16,282 crores versus ₹15,713 crores in FY25, up roughly 3.6%. On a consolidated basis, net profit was ₹16,308 crores versus ₹15,884 crores. Q4 FY26 standalone net profit of ₹3,362 crores was about 20% lower YoY due to higher finance costs and impairment charges. The Board recommended a final dividend of ₹1.55 per share, taking the total FY26 dividend to ₹18.55 per share. The Joint Statutory Auditors issued an unmodified (clean) opinion, though they included an emphasis of matter regarding the audit committee being constituted without independent directors (since REC's directors are appointed by the Government of India).

Likely market impact

Steady but modest growth in profits and a healthy total dividend yield should support the stock, but the sharp Q4 dip in profit and the emphasis-of-matter flag on the audit committee composition may temper near-term sentiment. Asset quality improved meaningfully with Stage-3 loans falling sharply.