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Latest filing: 2026-08-12 14:34
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Disa India Q1 PAT Drops 19% YoY to ₹10.6 Cr; Revenue Declines 14.5%
Disa India reported a weak set of numbers for Q1 FY27, with consolidated revenue declining 14.5% YoY to ₹87.16 crore. Net profit followed suit, dropping 18.9% YoY to ₹10.58 crore, while EPS fell to ₹72.75 from ₹89.67 in the year-ago period. The company also announced a routine administrative change, relocating its registered office within the same building in Bengaluru effective September 15, 2026. Despite the quarterly contraction, the company remains debt-free with a strong ROCE of 27%.
Confidence: HIGH
What changedThe company reported a double-digit decline in both revenue and profit for the June 2026 quarter compared to the previous year, alongside a routine office relocation.
Why it mattersThe decline in revenue and profit indicates a potential slowdown in the capital goods sector or specific headwinds in the foundry machinery market, which could impact the company's high-valuation multiples (P/E of 31.9).
Q1 Revenue: ₹87.16 crQ1 PAT: ₹10.58 crYoY Revenue Growth: -14.5%YoY PAT Growth: -18.9%Q1 Revenue vs TTM Revenue: 20.46%
📅 Short termThe stock may experience downward pressure in the short term as the market reacts to the year-on-year decline in earnings and revenue.
📈 Long termWhile the quarterly performance was soft, the company's leadership in the foundry industry and zero-debt status provide a solid structural foundation, though growth remains tied to industrial capex cycles.
⚠ Risk flags
- Slowdown in domestic automotive or infrastructure sectors
- Global uncertainty impacting capital goods order intake
- High P/E ratio of 31.9 relative to declining quarterly earnings
Key Highlights
Consolidated revenue for Q1 FY27 fell to ₹87.16 crore, down 14.5% from ₹101.97 crore in Q1 FY26.
Consolidated Profit After Tax (PAT) decreased by 18.9% YoY to ₹10.58 crore.
Earnings Per Share (EPS) for the quarter stood at ₹72.75, compared to ₹89.67 in the corresponding quarter last year.
Total expenses were managed down to ₹76.38 crore from ₹88.31 crore YoY, primarily due to lower material consumption.
Registered office moving from 6th Floor (Unit S-604) to 16th Floor (Unit S-1602A) at WTC Bengaluru on September 15, 2026.
👀 What to Watch
Investors should monitor the order intake trends in the foundry and automotive sectors to see if this quarterly revenue dip is a cyclical slowdown or a temporary execution delay. Watch for management commentary on the impact of Manufacturing PMI and IIP movements on their capital goods pipeline.
Disa India Q1 PAT drops 18.8% YoY to ₹10.58 Cr; Revenue down 14.5%
Disa India reported a weak set of results for the quarter ended June 30, 2026, with consolidated revenue declining 14.5% YoY to ₹87.16 crore. Net profit followed suit, falling 18.8% YoY to ₹10.58 crore, while EPS dropped to ₹72.75 from ₹89.67 in the year-ago period. The performance also showed a sequential decline, with PAT down 19.7% from the ₹13.18 crore reported in the March 2026 quarter. The company remains debt-free but is currently facing a slowdown in its core foundry machinery segment.
Confidence: HIGH
What changedQuarterly financial performance showed a significant contraction in both revenue and profitability compared to both the previous year and the preceding quarter.
Why it mattersAs a leader in the Indian foundry industry, Disa's results reflect the health of capital expenditure in the automotive and infrastructure sectors; a double-digit decline suggests a temporary slowdown in these end-markets.
Consolidated Revenue (Q1): ₹87.16 crConsolidated PAT (Q1): ₹10.58 crYoY Revenue Growth: -14.5%QoQ PAT Growth: -19.7%EPS: ₹72.75Revenue vs TTM Revenue: 20.46%
📅 Short termThe stock may face downward pressure in the short term as the quarterly PAT of ₹10.58 crore is significantly lower than the TTM quarterly average of ~₹13.25 crore.
📈 Long termDisa maintains a strong structural position with zero debt and high ROCE (27%), but its growth remains highly sensitive to the industrial capex cycle and OEM volume growth.
⚠ Risk flags
- Cyclical demand in the foundry/automotive sector
- Margin compression due to lower operating leverage
- High dependence on OEM sales volumes
Key Highlights
Consolidated Revenue from operations decreased by 14.5% YoY to ₹87.16 crore from ₹101.97 crore.
Consolidated Profit After Tax (PAT) declined by 18.8% YoY to ₹10.58 crore.
Earnings Per Share (EPS) for the quarter stood at ₹72.75, down from ₹90.63 in the preceding quarter.
Total expenses for the quarter were ₹76.38 crore, representing 87.6% of revenue from operations.
Registered office to be relocated within the same building (World Trade Center, Bengaluru) effective September 15, 2026.
👀 What to Watch
Investors should monitor the recovery in order intake for foundry machinery, as the company previously noted that global uncertainty and IIP movements impact capital goods demand. Watch for management commentary on whether this slowdown is cyclical or related to specific OEM delays in the automotive and infrastructure sectors.
Q1 PAT drops 18.8% YoY to ₹10.58 Cr; Revenue down 14.5% to ₹87.16 Cr
Disa India reported a weak start to FY27, with consolidated revenue from operations declining 14.5% YoY to ₹87.16 Cr. Net profit for the quarter ended June 30, 2026, fell 18.8% YoY to ₹10.58 Cr, down from ₹13.04 Cr in the corresponding quarter last year. Consequently, EPS dropped to ₹72.75 from ₹89.67. The board also approved a minor administrative change, shifting the registered office within the same campus in Bengaluru effective September 15, 2026.
Confidence: HIGH
What changedDisa India reported a contraction in both top-line and bottom-line performance for Q1 FY27 compared to the same period last year.
Why it mattersThe decline reflects a potential slowdown in the capital goods and foundry machinery sector, which the company leads in India. Despite being debt-free, the cyclical nature of its business is evident in these results.
Revenue (Q1 FY27): ₹87.16 CrPAT (Q1 FY27): ₹10.58 CrYoY Revenue Growth: -14.5%YoY PAT Growth: -18.8%Q1 Revenue vs TTM Revenue: 20.46%
📅 Short termThe stock may experience negative sentiment in the short term due to the double-digit decline in both revenue and profitability.
📈 Long termDisa remains a structurally strong, debt-free player with high ROCE (27%), but long-term growth depends on a sustained recovery in the automotive and infrastructure sectors.
⚠ Risk flags
- Cyclical slowdown in capital goods demand
- Global industrial uncertainty impacting order intake
- Concentration in foundry machinery segment
Key Highlights
Consolidated Revenue from operations decreased 14.5% YoY to ₹87.16 Cr from ₹101.97 Cr.
Consolidated Profit After Tax (PAT) declined 18.8% YoY to ₹10.58 Cr.
Earnings Per Share (EPS) for the quarter stood at ₹72.75, compared to ₹89.67 in Q1 FY26.
Total expenses reduced to ₹76.38 Cr from ₹88.31 Cr YoY, primarily due to lower material consumption.
Registered office shifting to the 16th Floor, Unit S-1602A, WTC Bengaluru, effective September 15, 2026.
👀 What to Watch
Investors should monitor the recovery in industrial demand and IIP (Index of Industrial Production) movements, as the company's performance is highly sensitive to capital goods order intake in the foundry sector.
₹200 Dividend and ₹120 Cr Related Party Transaction Proposed in 41st AGM Notice
Disa India has scheduled its 41st AGM for August 12, 2026, proposing a final dividend of ₹200 per share (2000% of face value). A key agenda item is the approval of material related party transactions with the parent company, DISA Industries A/S, Denmark, capped at ₹120 crore for FY 2026-27, which represents approximately 28.2% of the company's TTM revenue. The board also seeks to re-appoint Mr. Lokesh Saxena as MD & CEO for a three-year term with a revised remuneration package. These proposals reflect stable leadership and continued deep operational integration with the global Norican Group.
Confidence: HIGH
What changedThe company has formalized its AGM agenda, including a high dividend payout, leadership continuity, and significant related-party transaction limits for the upcoming fiscal year.
Why it mattersThe ₹120 crore RPT limit highlights the company's heavy reliance on its global parent for supply/services, while the ₹200 dividend demonstrates strong cash generation despite a 19% share price decline over the last year.
Final Dividend: ₹200 per shareRPT Limit (FY27): ₹120 CrRPT vs TTM Revenue: 28.2%MD Basic Salary: ₹9.62 lakh/monthRetirement Age: 60 years
📅 Short termThe stock may see interest due to the ₹200 dividend announcement, representing a yield of approximately 1.68% at current prices.
📈 Long termLeadership stability and continued integration with the Norican Group provide structural support, though high related-party dependence remains a key characteristic.
⚠ Risk flags
- High reliance on related-party transactions (28% of revenue)
- Global industrial uncertainty impacting capital goods demand
Key Highlights
Proposed final dividend of ₹200 per equity share for the financial year ended March 31, 2026
Approval sought for material related party transactions with DISA Industries A/S, Denmark, up to ₹120 crore
Re-appointment of Mr. Lokesh Saxena as MD & CEO for a 3-year term from June 21, 2026, to June 20, 2029
Revision of the company's retirement age from 58 years to 60 years effective April 1, 2026
👀 What to Watch
Investors should monitor the voting results for the ₹120 crore related party transaction limit and the re-appointment of the MD, while noting the upcoming record date for the ₹200 dividend.
Disa India FY26 Report: Rs 200 Dividend Declared; New Tumkur Facility Investment Commenced
Disa India's FY 2025-26 Annual Report confirms a 10% topline growth and a resilient 5-year PAT CAGR of 18%. The company has declared a substantial final dividend of Rs 200 per share (2000% of face value). A key strategic development is the commencement of investments in a new manufacturing facility at Tumkur to expand production capacity. Additionally, the board has proposed the re-appointment of Lokesh Saxena as MD & CEO for a three-year term effective June 2026.
Confidence: HIGH
What changedThe filing of the FY26 Annual Report formalizes the high dividend payout and signals the transition from planning to active investment in new manufacturing capacity.
Why it mattersThe investment in the Tumkur facility indicates management's confidence in long-term demand for foundry machinery, while the high dividend payout reflects a strong cash position and zero debt.
Final Dividend: Rs 200 per share5-Year PAT CAGR: 18%FY26 Topline Growth: 10%MD Basic Salary: Rs 9,62,020 per monthDividend Yield (at current price): 1.68%
📅 Short termThe stock may see positive sentiment due to the high absolute dividend and the formal announcement of the Tumkur expansion.
📈 Long termThe new facility and continued technology transfer from the Norican Group (DISA Flex, SIMPSON, WHEELABRATOR) position the company well for industrial recovery.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Global economic uncertainty impacting capital goods order intake
- Execution risk associated with the new manufacturing facility
Key Highlights
Final dividend of Rs 200 per equity share (2000% of face value) for FY 2025-26
Delivered 10% topline growth in FY26 and maintained an 18% PAT CAGR over the last 5 years
Commenced strategic investments in a new manufacturing facility at Tumkur, Karnataka
Proposed re-appointment of Lokesh Saxena as MD & CEO for a 3-year term (2026-2029)
MD remuneration includes a basic salary of Rs 9,62,020 per month plus a 30% variable performance bonus
👀 What to Watch
Monitor the execution timeline and total capital outlay for the new Tumkur facility, as this will be the primary driver for future volume growth.
