THERMAXBSETHERMAX LTDHighNeutral
Announced Thu, 30 Jul · 16:16 IST

Thermax Q1 profit drops 85%, board approves subsidiary merger scheme

Listed Co AcquisitionNclt Scheme FiledStrategic Transactions View source PDFExplain this filing

THERMAX · 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
-3.0%1-day move
₹4250.00
prior close
₹3892.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-6.4-6.5-6.5-3.0-3.0-5.7-4.9-6.0-4.2-5.2-6.9
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AI summary

Thermax Q1 FY27 revenue rose 7% to Rs 2,303 cr but PAT fell 85% to Rs 22 cr due to a Rs 91 cr cost overrun in one Industrial Infra project. Board approved a composite scheme: demerger of Bio-CNG EPC business from wholly-owned TBSPL into Thermax, and merger of wholly-owned TCSL into Thermax. Appointed date April 1, 2026, subject to NCLT approval. No new shares issued; no change in shareholding pattern. Order book grew 23% to Rs 14,045 cr.

Likely market impact

Short-term earnings hit by one project cost overrun. Long-term: simpler group structure, expected cost savings. No share dilution for shareholders.