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Latest filing: 2026-07-31 17:38
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Note: These are AI-generated, educational summaries of public NSE
filings — grounded in each document, but not investment advice and possibly incomplete.
Verify against the original filing and consult a SEBI-registered adviser before acting.
2 announcements match the current filters (relevance ≥ 5).
Nitta Gelatin India Approves Q1 FY27 Results; TTM Revenue Stands at ₹589 Cr
Nitta Gelatin India's board has approved the unaudited financial results for Q1 FY27 (ended June 30, 2026). While specific quarterly P&L figures were not detailed in the cover letter, the company enters this period with a strong TTM revenue of ₹589 Cr and a high ROCE of 28.0%. The board also initiated a postal ballot to appoint Mr. Arun K Viyayan IAS as a Nominee Director from KSIDC, replacing Mr. Vishnuraj P IAS. Investors should focus on the company's progress toward its ₹155 Cr gelatin capacity expansion and the impact of the ongoing 12-18 month shutdown at its subsidiary BPL.
Confidence: HIGH
What changedApproval of the first quarter financials for FY27 and a change in the Nominee Director representing the Kerala State Industrial Development Corporation (KSIDC).
Why it mattersThe filing confirms the company's adherence to financial reporting timelines and updates the board composition; the business remains focused on high-value capsule-grade gelatin and nutraceutical market expansion.
TTM Revenue: ₹589 CrTTM PAT: ₹97 CrExpansion Capex: ₹155 CrCapex vs Market Cap: ~9.3%Promoter Holding: 74.5%
📅 Short termThe stock may react based on the specific growth and margin figures in the full Q1 report compared to the previous quarter's ₹34 Cr PAT.
📈 Long termStructural growth is tied to the 1,500 MT capacity expansion and the strategic shift of 95% production to high-value specialized capsule-grade gelatin.
⚠ Risk flags
- 12-18 month shutdown of subsidiary BPL impacting 20% of ossein supply
- U.S. tariff uncertainties affecting 17% of revenue
- High working capital needs due to 60-75 day transit times to international markets
Key Highlights
Board approved unaudited standalone and consolidated financial results for the quarter ended June 30, 2026.
Initiated postal ballot for the appointment of Mr. Arun K Viyayan IAS as Nominee Director representing KSIDC.
Company is currently executing a ₹155 Cr investment to expand gelatin capacity by 1,500 MT by FY27.
Maintained a strong promoter holding of 74.5% as of the June 2026 quarter.
TTM Operating Profit Margin (OPM) stood at 23.1% prior to this quarter's results.
👀 What to Watch
Review the full Q1 FY27 P&L table to verify if revenue growth exceeded the ₹162 Cr achieved in Mar 2026 and monitor the impact of the BPL subsidiary shutdown on raw material (ossein) costs.
3.5 MT/day Peptide Project commissioned; Nitta Gelatin targets doubling sales by 2033
Nitta Gelatin India's 50th Annual Report highlights the successful commissioning of its new Collagen Peptide Project with a capacity of 3.5 metric tonnes per day. The parent company, Nitta Gelatin Inc. Japan, has unveiled a long-term vision to double net sales and increase operating income by 2.5x by FY 2033, positioning the Indian unit as a key growth driver. Despite global trade headwinds and US tariffs, the company is progressing with its Gelatin Expansion Project as scheduled. Total assets pledged as security rose to ₹536.05 crore in FY26, reflecting increased capital commitment for these expansions.
Confidence: HIGH
What changedThe company has moved from the construction phase to the commissioning phase for its Collagen Peptide unit and has aligned with a new decade-long growth vision from its Japanese parent.
Why it mattersThe expansion into collagen peptides shifts the product mix toward higher-margin nutraceutical applications, while the parent's 2033 vision provides a clear long-term growth roadmap for the Indian subsidiary.
Collagen Peptide Capacity: 3.5 metric tonnes per dayTotal Assets Pledged: ₹536.05 croreRelated Party Sales (FY26): ₹95.04 crorePPE and CWIP Pledged: ₹160.58 croreGroup Operating Income Target: 2.5x by March 2033
📅 Short termThe successful commissioning of the peptide project and the celebration of the Golden Jubilee are likely to support positive sentiment in the near term.
📈 Long termStructural growth is expected as the company scales its high-value collagen portfolio and benefits from the parent group's ambitious 2033 expansion targets.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Global trade uncertainty due to US tariff measures
- Geopolitical conflicts impacting supply chains
- Significant increase in pledged assets to ₹536 crore
Key Highlights
Commissioned new Collagen Peptide Project with an installed capacity of 3.5 metric tonnes per day
Parent group targets doubling net sales and 2.5x operating income by fiscal year ending March 2033
Total assets pledged as security increased to ₹536.05 crore from ₹450.11 crore in the previous year
Related party sales to Nitta Gelatin Inc. Japan and its subsidiaries reached ₹95.04 crore in FY 2025-26
Gelatin Expansion Project is progressing as per schedule to further enhance manufacturing capabilities
👀 What to Watch
Monitor the revenue contribution from the newly commissioned 3.5 MT/day peptide unit in upcoming quarterly results and track the completion timeline of the ongoing Gelatin Expansion Project.
