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Latest filing: 2026-08-12 17:26
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Nath Industries Q1 Results: PAT at ₹3.85 Cr, Revenue Jumps 37% YoY to ₹160.39 Cr
Nath Industries reported a strong turnaround in Q1 FY27, with revenue growing 36.8% YoY to ₹160.39 Cr. The company posted a Net Profit of ₹3.85 Cr, recovering from a loss of ₹2.08 Cr in the preceding March quarter. While the Paper segment drove top-line growth with ₹108.70 Cr in revenue, the Chemical segment remains the primary profit engine, contributing ₹5.04 Cr to EBIT. The quarterly revenue represents approximately 33% of the total FY26 revenue, indicating a significant operational scale-up.
Confidence: HIGH
What changedThe company has successfully transitioned from a loss-making quarter (Q4 FY26) to a profitable one, driven by a sharp increase in Paper segment sales.
Why it mattersThe significant jump in quarterly revenue (33% of TTM revenue) suggests improved capacity utilization or better realizations, which is critical for a company with a small market cap of ₹98 Cr and a high debt-to-equity ratio.
Revenue (Q1 FY27): ₹160.39 CrNet Profit (Q1 FY27): ₹3.85 CrQ1 Revenue vs TTM Revenue: 32.7%Paper Segment EBIT Margin: 1.85%Chemical Segment EBIT Margin: 9.75%Finance Costs: ₹2.45 Cr
📅 Short termThe stock is likely to react positively to the turnaround from loss to profit and the substantial YoY revenue growth.
📈 Long termLong-term value depends on the company's ability to sustain this higher revenue base and improve the low margins in its core paper business while managing its ₹93 Cr debt load.
⚠ Risk flags
- Low EBIT margins in the Paper segment
- High finance costs relative to quarterly profit
- Dependency on the Chemical segment for bottom-line stability
Key Highlights
Revenue from operations increased 36.8% YoY to ₹160.39 Cr from ₹117.26 Cr.
Net Profit turned positive at ₹3.85 Cr vs a loss of ₹2.08 Cr in the previous quarter.
Paper segment revenue surged 51% sequentially to ₹108.70 Cr from ₹71.86 Cr in Q4 FY26.
Chemical segment maintained superior profitability with an EBIT of ₹5.04 Cr on revenue of ₹51.68 Cr.
Earnings Per Share (EPS) recovered to ₹2.03 for the quarter from a negative ₹1.09 in the previous quarter.
👀 What to Watch
Investors should monitor the sustainability of the Paper segment's volume growth and whether the company can improve EBIT margins in Paper (currently ~1.8%) to match the stronger Chemical segment (~9.7%).
