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Balmer Lawrie Receives ₹18.28 Cr GST Demand Order for FY21; Plans Legal Appeal
Balmer Lawrie & Company Limited has received an appellate order under the CGST/KGST Act, 2017 from Karnataka GST authorities determining an aggregate demand of ₹18.28 crore for FY 2020-21. The demand comprises tax of ₹8.81 crore, interest of ₹8.59 crore, and a penalty of ₹0.88 crore, arising from alleged outward supply differences between GSTR-3B and GSTR-1 as well as RCM input tax credit. The total demand represents ~6.7% of the company's TTM net profit of ₹274 crore. Management is evaluating further legal remedies, and the order is not expected to materially disrupt ongoing business operations.
Confidence: HIGH
What changedBalmer Lawrie received an adverse GST appellate order determining an aggregate demand of ₹18.28 crore for FY 2020-21.
Why it mattersThe ₹18.28 crore demand represents ~6.7% of TTM PAT (₹274 crore), creating potential one-off financial liability if higher appeals are unsuccessful.
Total GST demand: ₹18.28 croreTax demand: ₹8.81 croreInterest component: ₹8.59 crorePenalty component: ₹0.88 croreDemand vs TTM PAT: ~6.7%
📅 Short termMinor negative sentiment on the stock due to the tax and penalty demand, though operational impact is nil while the company pursues legal remedies.
📈 Long termLimited structural impact on core packaging, logistics, and grease operations, as the matter represents an isolated tax dispute.
⚠ Risk flags
- Unfavourable ruling in higher tax appeals resulting in cash outflow
- Further interest accumulation if the dispute remains unresolved for an extended period
Key Highlights
Appellate Authority in Karnataka determined a total demand of ~₹18.28 crore for FY 2020-21.
Demand consists of Tax of ~₹8.81 crore, Interest of ~₹8.59 crore, and Penalty of ~₹0.88 crore.
Allegations relate to GSTR-3B vs GSTR-1 outward supply reconciliations and ITC on Reverse Charge Mechanism transactions.
The ₹18.28 crore demand equals ~6.7% of Balmer Lawrie's TTM net profit of ₹274 crore.
👀 What to Watch
Track the company's next steps regarding filing an appeal before higher appellate authorities or courts and watch for any provisioning in upcoming quarterly results.
3.09% PAT Growth in Q1; Total Income Rises 9.82% to ₹752.54 Cr
Balmer Lawrie reported a steady start to FY2026-27 with total income rising 9.82% year-on-year to ₹752.54 crore. Profitability growth was more subdued, with Profit After Tax (PAT) increasing by 3.09% to ₹57.66 crore compared to ₹55.93 crore in the same quarter last year. Profit Before Tax (PBT) grew by 4.98% to ₹79.12 crore. The results reflect stable operations across its diversified portfolio of industrial packaging, logistics, and lubricants.
Confidence: HIGH
What changedThe company has reported its first-quarter financial results for FY2026-27, showing single-digit bottom-line growth despite nearly 10% top-line expansion.
Why it mattersThe results indicate stable performance but highlight margin pressure, as PAT growth (3.09%) lagged significantly behind revenue growth (9.82%), likely due to competitive pressures in manufacturing segments.
Total Income (Q1 FY27): ₹752.54 crNet Profit (Q1 FY27): ₹57.66 crIncome Growth (YoY): 9.82%PAT Growth (YoY): 3.09%Q1 Revenue vs TTM Revenue: ~27.7%
📅 Short termThe stock is likely to remain range-bound as the earnings growth is modest and largely in line with historical trends.
📈 Long termLong-term value creation depends on the successful transition into high-growth sectors like Ethanol and FTWZ to offset limited pricing power in industrial packaging.
⚠ Risk flags
- Margin compression (PAT growth lagging revenue growth)
- High dependency on PSU/Government clients
- Sensitivity to CR steel coil prices in the packaging division
Key Highlights
Net total income increased by 9.82% YoY to ₹752.54 crore for the quarter ended June 30, 2026.
Profit After Tax (PAT) grew by 3.09% to ₹57.66 crore from ₹55.93 crore in the previous year's corresponding quarter.
Profit Before Tax (PBT) saw a 4.98% increase, reaching ₹79.12 crore.
The quarterly revenue of ₹752.54 crore represents approximately 27.7% of the company's TTM revenue of ₹2717 crore.
The company maintains its Mini Ratna Category-I status with diversified business interests.
👀 What to Watch
Investors should monitor the execution of the ₹569 crore capex plan, particularly the 200-KLPD ethanol plant and FTWZ at JNPA, which are key to future revenue diversification.
Q1 Revenue up 9.8% to ₹742 Cr; Net Profit grows 3% to ₹57.7 Cr
Balmer Lawrie reported a steady 9.8% YoY increase in standalone revenue to ₹742.13 Cr for Q1 FY27, primarily led by a strong performance in the Industrial Packaging segment. However, standalone net profit growth was muted at 3.1% YoY, reaching ₹57.66 Cr, as the company faced a 133% surge in finance costs and a significant profit decline in the Greases & Lubricants division. Segmentally, Industrial Packaging revenue grew 27.7% YoY, while Greases & Lubricants revenue fell 29.6%. The board has fixed September 14, 2026, as the record date for the final dividend of FY25-26.
Confidence: HIGH
What changedThe company reported its Q1 FY27 results showing healthy top-line growth but stagnant profit growth due to rising costs and segment-specific headwinds.
Why it mattersThe results highlight a shift in segment performance, where Industrial Packaging is currently offsetting weakness in the Lubricants business, while rising debt/interest costs are beginning to impact net margins.
Revenue (Q1 FY27): ₹742.13 CrNet Profit (Q1 FY27): ₹57.66 CrFinance Costs: ₹10.98 CrIndustrial Packaging Revenue: ₹308.66 CrDividend Record Date: 14th Sept 2026
📅 Short termThe stock may remain range-bound as the market digests the muted profit growth and the sharp decline in the high-margin Lubricants segment.
📈 Long termStructural growth depends on the operationalization of the 200-KLPD ethanol plant and FTWZ facilities, which are intended to diversify the revenue base beyond traditional packaging and logistics.
⚠ Risk flags
- Sharp increase in finance costs (up 133% YoY)
- Significant margin compression in Greases & Lubricants segment
- High dependency on PSU/Government clients for Travel and Logistics
Key Highlights
Standalone Revenue from operations increased 9.8% YoY to ₹742.13 Cr from ₹675.51 Cr.
Industrial Packaging segment revenue grew significantly by 27.7% YoY to ₹308.66 Cr.
Finance costs more than doubled to ₹10.98 Cr compared to ₹4.71 Cr in the same quarter last year.
Greases & Lubricants segment profit dropped 53% YoY to ₹9.31 Cr from ₹19.86 Cr.
Final dividend record date for FY 2025-26 is set for September 14, 2026.
👀 What to Watch
Investors should monitor the margin recovery in the Greases & Lubricants segment and the impact of higher interest expenses on the bottom line. The upcoming AGM on September 21, 2026, will be key for updates on the ₹569 Cr capex plan involving ethanol and FTWZ projects.
Balmer Lawrie Q1 PAT up 3% to ₹57.66 Cr; Industrial Packaging revenue jumps 27.7% YoY
Balmer Lawrie reported a steady Q1 FY27 with standalone revenue from operations growing 9.8% YoY to ₹742.13 Cr. Net profit saw a modest increase of 3.1% to ₹57.66 Cr, as strong performance in Industrial Packaging was offset by a sharp decline in the Greases & Lubricants segment. The Industrial Packaging division emerged as a key driver with revenue rising to ₹308.66 Cr, while Greases & Lubricants revenue fell 29.6% YoY to ₹115.10 Cr. The company has scheduled its 109th AGM for September 21, 2026, and fixed September 14, 2026, as the record date for the final dividend.
Confidence: HIGH
What changedThe company released its Q1 FY27 financial results and finalized the schedule for its 109th Annual General Meeting and dividend record date.
Why it mattersThe results highlight a shift in segment-wise momentum, where Industrial Packaging is currently compensating for weakness in the Lubricants business, maintaining overall stability for this diversified PSU.
Q1 Standalone Revenue: ₹742.13 CrQ1 Standalone PAT: ₹57.66 CrRevenue vs TTM Revenue: 27.3%Industrial Packaging Revenue Growth: 27.7%Greases & Lubricants Revenue Decline: 29.6%Dividend Record Date: 14th September 2026
📅 Short termThe stock is likely to remain neutral in the short term as the modest profit growth may not trigger a significant re-rating despite healthy revenue gains.
📈 Long termLong-term value depends on the successful diversification into Ethanol production and Free Trade Warehousing Zones (FTWZ) expected in FY2026-27.
⚠ Risk flags
- Significant revenue decline in the Greases & Lubricants segment
- High dependency on PSU clients for Travel and Logistics segments
- Input cost sensitivity to CR steel coil prices in Industrial Packaging
Key Highlights
Standalone Revenue from Operations increased 9.8% YoY to ₹742.13 Cr from ₹675.51 Cr.
Net Profit for Q1 FY27 stood at ₹57.66 Cr compared to ₹55.93 Cr in the corresponding quarter last year.
Industrial Packaging segment revenue grew 27.7% YoY to ₹308.66 Cr, with segment profits rising to ₹31.15 Cr.
Greases & Lubricants segment revenue declined significantly to ₹115.10 Cr from ₹163.50 Cr YoY.
Record date for the final dividend of FY 2025-26 is fixed as September 14, 2026.
👀 What to Watch
Monitor the recovery in the Greases & Lubricants segment margins and the execution timeline of the ₹569 Cr capex plan in Ethanol and FTWZ sectors.
Balmer Lawrie revises FY26 Auditor Report following C&AG observations; ₹1.62 Cr fraud noted
Balmer Lawrie has issued a revised Statutory Auditor's Report for FY2025-26 following observations from the Comptroller and Auditor General (C&AG) of India. The revised report highlights a suspected fraud involving irregular vendor payments totaling ₹162.42 lakhs between FY23 and FY25, for which the company has now created a provision. Auditors also flagged internal control weaknesses regarding trade receivables overdue for more than three years and unallocated receipts. While the identified fraud amount is small relative to the TTM PAT of ₹270 Cr, the revision underscores heightened regulatory oversight and governance gaps.
Confidence: HIGH
What changedThe company superseded its original audit report dated May 17, 2026, with a revised version to incorporate C&AG observations, specifically detailing suspected fraud and internal control lapses.
Why it mattersWhile the financial impact is minimal (less than 1% of annual profit), the C&AG-mandated revision highlights risks in internal governance and manual reconciliation processes within this PSU.
Suspected fraud amount: ₹162.42 lakhsFraud vs TTM PAT: ~0.60%Unpaid creditors under litigation: ₹322.57 lakhsImpairment loss (AMTZ Vizag): ₹14.50 lakhsTTM Net Profit: ₹270 Cr
📅 Short termThe stock may see minor negative sentiment due to the mention of 'fraud' and 'C&AG observations', though the financial materiality is low.
📈 Long termLimited structural impact, provided the company successfully implements the auditor's recommendations to automate reconciliations and tighten vendor payment protocols.
⚠ Risk flags
- Internal control weaknesses in trade receivable reconciliations
- Ongoing fraud investigation with unquantified final impact
- Litigation risk regarding long-pending creditor payments
Key Highlights
₹162.42 lakhs identified as doubtful vendor payments relating to financial years 2022-23 to 2024-25
₹322.57 lakhs in sundry creditors for the E&P Division remain unpaid and are currently under litigation
₹14.50 lakhs additional impairment loss recognized for the dry warehouse and cold storage facility at AMTZ Vizag
Audit report revision was specifically triggered by observations from the Comptroller and Auditor General (C&AG) of India
External investigation into the suspected vendor payment fraud is currently ongoing with final outcomes awaited
👀 What to Watch
Investors should monitor the final report of the external investigation into vendor payments and look for management commentary on strengthening internal financial controls in the upcoming Annual General Meeting.
Balmer Lawrie FY26 Net Profit Rises 5.5% to ₹245.7 Cr; Total Dividend Declared at 85%
Balmer Lawrie & Co. Ltd. reported a steady performance for FY 2025-26, with annual net profit (PAT) rising 5.53% to ₹245.68 crores. The fourth quarter saw a significant revenue jump of 21.56% YoY, reaching ₹791.28 crores compared to ₹650.92 crores in the previous year. The company maintained its strong dividend track record, recommending a final dividend of 42.50% in addition to the 42.50% interim dividend already paid. Overall annual income grew by 8.03% to ₹2784.60 crores, reflecting stable growth across its diversified manufacturing and service segments.
Key Highlights
Q4 FY26 total income surged 21.56% YoY to ₹791.28 crores.
Full-year PAT increased by 5.53% to ₹245.68 crores from the previous fiscal year.
Annual net income reached ₹2784.60 crores, registering a growth of 8.03% YoY.
Total dividend for the year stands at 85% (42.50% interim + 42.50% final).
Q4 PAT stood at ₹90.53 crores with a Profit Before Tax (PBT) of ₹120.79 crores.
👀 What to Watch
The stock remains a reliable option for income-focused investors due to its consistent dividend payouts and steady profit growth. Investors should monitor if the high Q4 revenue momentum carries into the next fiscal year.
Balmer Lawrie Board Decides Against Share Buyback Following CPSE Guideline Review
Balmer Lawrie & Co. Ltd. has officially decided not to proceed with a share buyback after its Board of Directors met on May 17, 2026. The decision was reached after analyzing the Ministry of Finance's consolidated guidelines on capital restructuring for CPSEs issued in November 2024. This follows previous board intimations on May 5 and May 15, 2026, where the proposal was under consideration. The lack of a buyback may impact short-term investor sentiment as it removes a potential catalyst for share price appreciation and capital return.
Key Highlights
Board of Directors decided not to buy back shares during the adjourned meeting on May 17, 2026
Decision based on Ministry of Finance (DIPAM) guidelines dated November 18, 2024, regarding CPSE capital restructuring
The meeting was a continuation of deliberations started on May 5 and May 15, 2026
The company remains compliant with Regulation 30 of SEBI Listing Regulations regarding this disclosure
👀 What to Watch
With the buyback proposal rejected, investors should shift focus to the company's core operational performance and dividend yield. Maintain a neutral stance as the immediate trigger for stock re-rating has been removed.
Balmer Lawrie Recommends Dividend of Rs. 4.25 per Share for FY 2025-26
Balmer Lawrie & Co. Ltd. has recommended a dividend of Rs. 4.25 per equity share for the financial year ended March 31, 2026. The recommendation was finalized during the Board of Directors' adjourned meeting on May 17, 2026. This payout applies to 17,10,03,846 equity shares of face value Rs. 10 each. The dividend is subject to shareholder approval at the upcoming Annual General Meeting and will be paid within 30 days of declaration.
Key Highlights
Recommended dividend of Rs. 4.25 per equity share of face value Rs. 10
Total eligible share count stands at 17,10,03,846 equity shares
Dividend pertains to the financial year ended March 31, 2026
Payment to be processed within 30 days of shareholder approval at the AGM
👀 What to Watch
Investors should check the upcoming record date to ensure eligibility for the payout. The dividend yield should be evaluated relative to the current stock price for income-focused portfolios.
Balmer Lawrie Q4 Net Profit Rises 11% to ₹90.5 Cr; Revenue Up 22.6% YoY
Balmer Lawrie reported a solid performance for Q4 FY26, with revenue from operations growing 22.6% YoY to ₹740.37 crore. Net profit for the quarter increased by 11% to ₹90.53 crore, despite an impairment provision of ₹10.15 crore for its subsidiary, VPLPL. For the full year FY26, the company achieved a net profit of ₹245.68 crore compared to ₹232.80 crore in the previous year. The company maintains a strong cash position with bank balances exceeding ₹419 crore.
Key Highlights
Revenue from operations grew 22.6% YoY to ₹74,036.51 Lakhs in Q4 FY26.
Net profit for the quarter stood at ₹9,052.68 Lakhs, up from ₹8,152.94 Lakhs in the same period last year.
Full-year FY26 EPS improved to ₹14.37 from ₹13.61 in FY25.
Recognized an impairment of ₹1,015.25 Lakhs in subsidiary VPLPL due to a 73% erosion of its net worth.
Total assets increased to ₹2,564.75 crore as of March 31, 2026, from ₹2,350.02 crore a year ago.
👀 What to Watch
Investors should view the steady growth in core operations positively, though the performance of the logistics subsidiary VPLPL remains a point of concern. The stock remains a stable PSU play with consistent profitability and a healthy balance sheet.
Balmer Lawrie Q4 PAT Rises 11% to ₹90.5 Cr; FY26 Revenue Up 8% YoY
Balmer Lawrie reported a solid performance for Q4 FY26, with revenue from operations growing 22.6% year-on-year to ₹740.37 crore. Net profit for the quarter increased by 11% to ₹90.53 crore, while full-year FY26 profit after tax reached ₹245.68 crore. The company demonstrated resilience across its diverse segments, although it took a prudent impairment charge of ₹10.15 crore regarding its subsidiary, Visakhapatnam Port Logistics Park, due to net worth erosion. Overall, the company maintained steady growth in earnings per share, rising to ₹14.37 for the full year.
Key Highlights
Q4 FY26 Revenue from Operations grew 22.6% YoY to ₹74,036.51 Lakhs.
Net Profit for the quarter stood at ₹9,052.68 Lakhs, up from ₹8,152.94 Lakhs in the previous year.
Full-year FY26 Earnings Per Share (EPS) increased to ₹14.37 from ₹13.61 in FY25.
Recognized an impairment provision of ₹1,015.25 Lakhs against investment in subsidiary VPLPL.
Total Assets grew to ₹2,56,474.66 Lakhs as of March 31, 2026, compared to ₹2,35,001.96 Lakhs in 2025.
👀 What to Watch
Investors should take confidence in the steady top-line and bottom-line growth of the core business segments. While the impairment in the logistics subsidiary is a minor drag, the overall financial health and consistent EPS growth make it a stable hold for long-term investors.
Balmer Lawrie Adjourns Board Meeting to May 17; To Consider Dividend, Bonus, and Buyback
Balmer Lawrie has adjourned its Board Meeting from May 15 to May 17, 2026, to allow auditors more time to finalize reports. The upcoming meeting on May 17 will consider the audited financial results for Q4 and FY 2025-26 along with a final dividend recommendation. Crucially, the board will also deliberate on capital restructuring options including a potential buyback, bonus issue, or stock split as per DIPAM guidelines. The trading window remains closed for insiders until May 19, 2026.
Key Highlights
Board Meeting adjourned from May 15 to resume on May 17, 2026, due to auditor requirements.
Agenda includes Audited Financial Results for Q4 and FY ended March 31, 2026.
Board to consider recommendation of final dividend for the financial year 2025-26.
Deliberation on capital restructuring: potential Buyback, Bonus Shares, or Stock Split.
Trading window for designated persons remains closed until May 19, 2026.
👀 What to Watch
Investors should monitor the outcome on May 17, as the potential for a bonus issue or buyback alongside dividends could provide a significant boost to the stock price.
Balmer Lawrie Adjourns Board Meeting to May 17; To Discuss Dividend, Bonus, and Buyback
Balmer Lawrie & Co. Ltd. has adjourned its Board Meeting originally scheduled for May 15, 2026, to May 17, 2026, because the Statutory Auditors required more time to finalize their report. The rescheduled meeting will consider the audited financial results for Q4 and FY 2025-26 and a potential final dividend recommendation. Significantly, the board will also deliberate on capital restructuring options including a share buyback, bonus issue, and stock split as per DIPAM guidelines. The trading window for insiders remains closed until May 19, 2026.
Key Highlights
Board meeting adjourned from May 15 to May 17, 2026, to allow auditors to finalize reports.
Agenda includes approval of Q4 and FY26 audited financial results and final dividend recommendation.
Board to evaluate capital restructuring: Buyback of shares, issuance of Bonus shares, and Stock split.
Trading window for designated persons remains closed until May 19, 2026, 48 hours after results declaration.
👀 What to Watch
Investors should closely monitor the outcome of the May 17 meeting for announcements regarding dividends and potential capital restructuring actions like bonus issues or buybacks. The delay appears technical rather than fundamental, but the agenda items are highly relevant for shareholder value.
Balmer Lawrie Adjourns Board Meeting to May 17; To Discuss Dividend, Bonus, and Stock Split
Balmer Lawrie has adjourned its Board Meeting from May 15, 2026, to May 17, 2026, as Statutory Auditors requested additional time to finalize their report. The rescheduled meeting will consider the Audited Financial Results for Q4 and FY26 along with a final dividend recommendation. Significantly, the board will also deliberate on capital restructuring measures including a potential buyback, bonus issue, and stock split as per DIPAM guidelines. The trading window for insiders remains closed until May 19, 2026.
Key Highlights
Board meeting adjourned from May 15 to May 17, 2026, to allow auditors to finalize the FY26 report.
Agenda includes approval of Standalone and Consolidated Audited Financial Results for the year ended March 31, 2026.
Board to consider recommending a final dividend for the financial year 2025-26.
Deliberations scheduled for potential buyback of shares, issuance of bonus shares, and stock splitting.
Trading window for designated persons to remain closed until May 19, 2026.
👀 What to Watch
Investors should closely watch the May 17 announcement, as potential bonus issues or stock splits are often positive triggers for PSU stocks. While the delay is procedural, ensure the final audited figures align with previous quarterly trends.
Balmer Lawrie Board to Meet May 15 for FY26 Results, Dividend, Bonus, Buyback, and Stock Split
Balmer Lawrie & Co. Ltd has scheduled a board meeting on May 15, 2026, to approve audited financial results for the quarter and year ended March 31, 2026. The board will also consider recommending a final dividend for the fiscal year. Most significantly, the company will evaluate capital restructuring options including a potential share buyback, bonus issue, and stock split in accordance with DIPAM guidelines for CPSEs. The trading window for insiders remains closed until 48 hours after the announcement.
Key Highlights
Board meeting set for May 15, 2026, to review Q4 and FY26 audited financial results.
Consideration of a final dividend for the financial year ended March 31, 2026.
Evaluation of capital restructuring measures: Buyback, Bonus issue, and Stock Split.
Review is aligned with DIPAM guidelines for Central Public Sector Enterprises (CPSEs).
Trading window closed since April 1, 2026, to remain shut until 48 hours post-results.
👀 What to Watch
Investors should closely monitor the May 15 meeting as the potential for a bonus issue or buyback often acts as a positive catalyst for the stock price. A stock split could also enhance liquidity, making the shares more accessible to retail investors.
Balmer Lawrie Declares Interim Dividend of Rs 4.25 per Share for FY 2025-26
Balmer Lawrie & Co. Ltd. has announced an interim dividend of Rs 4.25 per equity share for the financial year 2025-26. The dividend is based on a face value of Rs 10 per share and applies to over 17.10 crore equity shares. The company has fixed March 11, 2026, as the record date to determine shareholder eligibility. This announcement follows the Board of Directors meeting held on March 5, 2026.
Key Highlights
Interim dividend declared at Rs 4.25 per equity share for FY 2025-26
Record date for dividend eligibility set for March 11, 2026
Dividend applies to 17,10,03,846 equity shares of face value Rs 10 each
Payment to be processed within the statutory timeline following the March 5 board meeting
👀 What to Watch
Investors interested in the dividend should ensure they hold the shares before the ex-dividend date, which is typically one business day prior to the March 11 record date.
Balmer Lawrie Declares Interim Dividend of Rs 4.25 Per Share for FY 2025-26
Balmer Lawrie & Co. Ltd. has announced an interim dividend of Rs 4.25 per equity share for the financial year 2025-26. The decision was finalized during the Board of Directors meeting held on March 5, 2026. The company has designated March 18, 2026, as the record date to determine shareholder eligibility for the payout. This dividend will be distributed across 17,10,03,846 equity shares with a face value of Rs 10 each.
Key Highlights
Interim dividend of Rs 4.25 per equity share declared for FY 2025-26
Record date for dividend eligibility fixed as Wednesday, March 18, 2026
Dividend applicable to 17,10,03,846 equity shares of face value Rs 10 each
Payment to be completed within the statutory timeline following the declaration
👀 What to Watch
Investors looking to benefit from the dividend should ensure they hold the stock before the record date of March 18, 2026. The consistent dividend payout reflects the company's stable cash flow position.
Balmer Lawrie Board to Consider Interim Dividend for FY 2025-26 on March 5, 2026
Balmer Lawrie & Co. Ltd. has scheduled a Board Meeting on March 5, 2026, to consider the payment of an interim dividend for the financial year 2025-26. In compliance with SEBI insider trading regulations, the company has closed its trading window for designated persons from February 18, 2026, until March 6, 2026. This announcement is a routine regulatory requirement ahead of corporate actions involving financial distributions. Investors should watch for the specific dividend amount and record date to be announced following the meeting.
Key Highlights
Board meeting scheduled for March 5, 2026, to consider interim dividend for FY 2025-26.
Trading window for designated persons closed from February 18, 2026, to March 6, 2026.
The meeting is held pursuant to Regulation 29(1)(e) of SEBI (LODR) Regulations, 2015.
Balmer Lawrie is a Government of India Enterprise with diverse operations in logistics, packaging, and chemicals.
👀 What to Watch
Investors should monitor the outcome of the March 5 board meeting for the dividend payout details. PSU stocks like Balmer Lawrie are often held for their dividend yields, making this a key event for income-focused portfolios.
Balmer Lawrie Q3 PAT Rises 4.66% QoQ to Rs 50.74 Crore; Total Income at Rs 660.55 Crore
Balmer Lawrie reported a steady performance for the third quarter ended December 31, 2025, with a 4.66% sequential growth in net profit to Rs 50.74 crore. Total net income for the quarter grew by 2.02% QoQ to reach Rs 660.55 crore. For the nine-month period, the company saw a 3.46% year-on-year increase in total income, reaching Rs 1993.31 crore. Profit Before Tax (PBT) also showed positive momentum, rising 5.65% QoQ to Rs 69.20 crore.
Key Highlights
Q3 Net Profit (PAT) increased by 4.66% QoQ to Rs 50.74 crore from Rs 48.48 crore
Total Net Income for Q3 stood at Rs 660.55 crore, a 2.02% growth over the previous quarter
Profit Before Tax (PBT) for the quarter rose 5.65% to Rs 69.20 crore
Nine-month total income grew 3.46% YoY to Rs 1993.31 crore compared to Rs 1926.71 crore
Nine-month PBT improved to Rs 210.08 crore from Rs 201.01 crore in the previous year
👀 What to Watch
The company shows consistent, albeit modest, growth across its diversified segments. Investors may maintain their positions as the company continues its steady performance as a Mini Ratna PSU.
Balmer Lawrie Q3 FY26 Standalone PAT at ₹50.74 Cr, Up 4.7% QoQ; YoY Profit Dips 7.4%
Balmer Lawrie reported a steady sequential performance for Q3 FY26 with standalone revenue rising 3.7% QoQ to ₹653.48 crore. However, on a year-on-year basis, net profit declined by 7.4% to ₹50.74 crore compared to ₹54.80 crore in the same quarter last year. The Travel & Vacations segment showed strong growth, contributing ₹44.02 crore to segment results, while Industrial Packaging saw a dip in profitability. The company is currently evaluating the financial impact of new Labour Codes implemented in November 2025, which may affect future provisions.
Key Highlights
Standalone Revenue from Operations grew 4.5% YoY to ₹653.48 crore in Q3 FY26.
Net Profit for the quarter stood at ₹50.74 crore, showing a 4.7% sequential growth but a 7.4% YoY decline.
Travel & Vacations segment results jumped significantly to ₹44.02 crore from ₹34.60 crore in the previous quarter.
Finance costs increased to ₹8.25 crore in Q3 FY26 compared to ₹4.95 crore in the corresponding quarter of the previous year.
Nine-month PAT for FY26 reached ₹155.15 crore, slightly higher than ₹151.27 crore in the previous year period.
👀 What to Watch
Investors should monitor the recovery in the Travel and Logistics segments which are currently offsetting margin pressure in Industrial Packaging. While the sequential growth is positive, the YoY profit dip suggests rising operational costs that need to be watched.
Balmer Lawrie Q3 FY26: Revenue Up 4.5% YoY to ₹653 Cr, PAT Dips 7.4% to ₹50.7 Cr
Balmer Lawrie reported a 4.5% YoY increase in standalone revenue to ₹65,348.44 Lakhs for Q3 FY26. However, net profit for the quarter declined by 7.4% YoY to ₹5,073.79 Lakhs, impacted by higher employee benefits and finance costs. The Travel & Vacations segment showed robust growth, with segment results increasing by 32% YoY. For the nine-month period, the company maintained steady performance with a marginal 2.5% growth in PAT to ₹15,515.01 Lakhs.
Key Highlights
Standalone Revenue from Operations grew 4.5% YoY to ₹65,348.44 Lakhs in Q3 FY26.
Net Profit (PAT) for the quarter decreased to ₹5,073.79 Lakhs from ₹5,479.84 Lakhs in the same period last year.
Travel & Vacations segment revenue rose 21% YoY to ₹9,907.66 Lakhs, with segment profit jumping to ₹4,402.08 Lakhs.
Finance costs increased significantly to ₹824.62 Lakhs from ₹494.91 Lakhs YoY.
9M FY26 PAT stood at ₹15,515.01 Lakhs compared to ₹15,126.97 Lakhs in 9M FY25.
👀 What to Watch
Investors should monitor the margin compression caused by rising finance and employee costs despite steady top-line growth. The strong performance in the Travel and Vacations segment is a positive catalyst to watch for future quarters.
