BSEYash Chemex LtdHighNeutral
Announced Wed, 13 Aug · 17:20 IST

Un-Audited Standalone and Consolidated Financial Results for the Quarter Ended June 30, 2025.

Revenue Growth 20pctEbitda Margin CompressionResults View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

The board approved Q1 FY26 results with standalone revenue from operations at Rs. 1,774.63 lakhs, more than doubling from Rs. 791.76 lakhs in Q1 FY25 (over 124% growth). Standalone net profit rose modestly to Rs. 29.66 lakhs from Rs. 23.76 lakhs, with EPS of Rs. 0.29 vs Rs. 0.23. On a consolidated basis, revenue from operations jumped to Rs. 3,010.46 lakhs from Rs. 1,354.30 lakhs (driven by subsidiary Yasons Chemex Care Limited contributing Rs. 1,346.70 lakhs revenue and Rs. 56.14 lakhs net profit), but consolidated net profit fell sharply to Rs. 85.80 lakhs from Rs. 126.02 lakhs due to a surge in purchases of stock-in-trade. The auditor (S. L. Patel & Co.) issued an unmodified (clean) limited review conclusion. The board also appointed M/s Kunal Sharma & Associates as Secretarial Auditor for 5 years and fixed September 30, 2025 for the 19th AGM.

Likely market impact

Top-line growth more than doubled, signalling strong business expansion, but margin compression was significant — operating margin on a consolidated basis dropped to roughly 3.5% from 15% a year ago, which is a red flag on profitability. The PAT decline despite higher revenue may weigh on the stock in the near term despite strong topline momentum.