Q3 FY26 results: PAT turns positive; demerger scheme approved

Emphasis Of MatterExceptional ItemPat Growth 25pctRevenue DeclineRelated Party TransactionsResults View source PDF Explain this filing

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reactionminutes from the announcement price · days from the prior close

+3.4%Reaction day

₹102.00

prior close

₹104.78

announcement price

After-mkt

timing

Nifty Microcap 250market · in no size index; the smallest one is used+1.3%+2.1% vs market

Other Financial Services peers, median of 84sector+0.0%+3.4% vs sector

On the reaction day the stock moved 2.1 pts more than Nifty Microcap 250 and 3.4 pts more than its Other Financial Services peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

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10m

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15m

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30m

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Sessions after the filingfrom the prior close

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Reaction day

+3.4+1.3+2.1+0.0+3.4

Next day

+2.5+0.3+2.1+0.5+2.0

-2.5-0.5-2.0+0.0-2.5

-2.0+2.1-4.0+0.6-2.5

+1.5+3.1-1.6+1.4+0.0

-2.4+2.6-4.9+0.9-3.2

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15d

-4.3-1.4-2.9-1.7-2.6

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-3.0-7.7+4.7-4.5+1.6

+3.3+7.0-3.7+3.3-0.0

UpDownMarket · Nifty Microcap 250Sector · Other Financial Services peers, median of 84Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

ITI Limited posted Q3 FY26 standalone PAT of Rs 41.35 lakhs vs a Rs 111.52 lakh loss YoY. Consolidated Q3 PAT surged 105% to Rs 1,180 lakhs; 9M consolidated revenue fell 10.6% to Rs 23,142 lakhs. An exceptional gain of Rs 107 lakhs came from losing control of ITI Gold Loans. Board approved demerger of the Corporate and MSME loan unit from ITI Credit (subsidiary) into ITI Finance (associate), a related party deal. Auditor flagged an emphasis of matter on a pending 2022 demerger scheme.

Likely market impact

Mixed quarter - strong PAT turnaround, but 9M revenue and profit declined; demerger may sharpen focus; pending scheme approvals add uncertainty.