REFEXNSERefex Industries Limited· GasLowNeutral
Announced Wed, 13 Aug · 10:08 IST

"Disclosure under Regulation 30 of Securities and Exchange Board of India (Listing Obligationsand Disclosure Requirements) Regulations, 2015 ( SEBI Listing Regulations ) - Media Release on Unaudited Financial Results for the 1st Quarter Ended June 30, 2025".

REFEX · 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

Refex Industries reported Q1 FY26 consolidated revenue of ₹394.51 Cr, down 34% from ₹597.21 Cr in Q1 FY25, while standalone revenue fell to ₹377.21 Cr from ₹592.05 Cr. Despite the revenue decline, margins improved — standalone EBITDA margin expanded to 10.86% (from 8.86%) and consolidated EBITDA margin to 9.80% (from 8.14%), aided by cost control. Standalone net profit was ₹32.97 Cr (vs ₹35.97 Cr) and consolidated net profit was ₹20.37 Cr (vs ₹29.35 Cr), with EPS at ₹2.56 and ₹1.58 respectively. The Ash & Coal Handling segment (₹347.08 Cr) remained the largest revenue contributor, while Green Mobility (₹17.24 Cr) and Refrigerant Gas (₹14.15 Cr) continued to build scale. Management attributed the weak top line to an unusually early and intense monsoon that temporarily disrupted operations, but expressed confidence in a strong rebound from Q2 onwards as new contracts commence.

Likely market impact

Short-term negative — sharp revenue and profit decline may weigh on the stock, but improving margins and management's confident guidance for a Q2 rebound could limit downside. Investors should watch monsoon recovery and execution of new contracts in coming quarters.