Travel Food Services Limited has informed the Exchange regarding Outcome of Board meeting held on February 12, 2026.
TRAVELFOOD · price
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Awaiting price reaction for this filing.
The Board of Directors approved unaudited financial results (standalone and consolidated) for the quarter and nine months ended December 31, 2025. On a standalone basis, Q3 revenue grew 9.5% YoY to ₹3,572.88 million, and profit after tax rose 21.5% YoY to ₹1,107.52 million. For 9M FY26, standalone revenue was up 6% to ₹9,625.14 million and PAT grew 18.8% to ₹2,692.97 million. On a consolidated basis, Q3 revenue grew 11% to ₹4,561.69 million and PAT jumped 32.6% to ₹1,368.48 million, but 9M FY26 consolidated revenue declined 10.2% YoY to ₹11,871.13 million even as PAT grew 20.7% to ₹3,297.15 million. Statutory auditor B S R & Co. LLP issued an unmodified limited review conclusion. The filing flags a material uncertainty at the subsidiary level: Travel Food Services (Delhi Terminal 3) Private Limited's 10-year licence expires on September 30, 2026, though the Group maintains positive operating cash flows and adequate liquidity.
Strong Q3 standalone and consolidated earnings growth is positive, but the 10% decline in consolidated 9M revenue is a yellow flag worth investigating. The Delhi T3 licence expiry in September 2026 is a clear overhang on the stock — if the licence is not renewed or replaced, a material subsidiary's revenue stream disappears. Investors should monitor for updates on licence renewal and the FY26 full-year trajectory.