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Latest filing: 2026-08-07 14:38
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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).
56% YoY Profit Growth in Q1 FY27; Revenue up 30% to Rs 239.96 Cr
Ultramarine & Pigments reported a strong start to FY27 with consolidated revenue growing 30.1% YoY to Rs 239.96 Cr. Net profit surged 56.5% YoY to Rs 31.59 Cr, a significant recovery from the Rs 14.15 Cr reported in the preceding quarter (Mar 2026). The growth was primarily driven by the core 'Laundry and Allied Products' segment, which saw revenue increase by 35.1% YoY. Consolidated EPS improved to Rs 10.82 from Rs 6.91 in the year-ago period.
Confidence: HIGH
What changedThe company has delivered a significant earnings beat, breaking a trend of stagnant quarterly profits seen throughout FY26.
Why it mattersThe sharp recovery in both top-line and bottom-line performance is critical for a company that has seen a -24.7% price return over the last 12 months. The core segment's strong performance suggests improved pricing power or volume growth.
Revenue (Q1 FY27): Rs 239.96 CrNet Profit (Q1 FY27): Rs 31.59 CrYoY Revenue Growth: 30.1%YoY Profit Growth: 56.5%Q1 Revenue vs TTM Revenue: 30.9%
📅 Short termThe stock is likely to react positively in the short term due to the substantial sequential and year-on-year growth in profitability.
📈 Long termIf the company maintains this level of quarterly performance, it could lead to a structural re-rating, especially given its relatively low P/E of 14.1 and low debt-to-equity ratio of 0.10.
⚠ Risk flags
- High dependence on the Laundry and Allied Products segment
- Potential volatility in raw material costs affecting margins
Key Highlights
Consolidated Revenue increased 30.1% YoY to Rs 239.96 Cr from Rs 184.38 Cr
Net Profit grew 56.5% YoY to Rs 31.59 Cr compared to Rs 20.19 Cr in Q1 FY26
Laundry and Allied Products segment revenue rose to Rs 213.27 Cr from Rs 157.81 Cr YoY
Segment profit for the core laundry business improved 53.8% YoY to Rs 42.10 Cr
Consolidated EPS for the quarter stood at Rs 10.82, up from Rs 4.85 in the previous quarter
👀 What to Watch
Investors should monitor the sustainability of the margin expansion in the Laundry and Allied Products segment. Watch for management commentary regarding raw material price trends and demand outlook in the pigments industry to see if this growth trajectory continues.
Q1 FY27 Results: Consolidated Revenue up 30% to ₹240 Cr; Net Profit drops 38% on high input costs
Ultramarine & Pigments reported a strong 30.1% YoY increase in consolidated revenue to ₹239.95 Cr for Q1 FY27. However, consolidated Net Profit fell significantly by 38.6% to ₹12.39 Cr compared to ₹20.19 Cr in the previous year. This divergence was driven by a 57.9% surge in raw material costs, which reached ₹111.64 Cr. While the core Laundry and Allied Products segment remains the primary driver with ₹213.17 Cr revenue, the IT Enabled Services segment added ₹26.78 Cr to the top line but appears to be a drag on consolidated profitability.
Confidence: HIGH
What changedThe company released its Q1 FY27 results showing a significant disconnect between robust top-line growth and declining bottom-line profitability.
Why it mattersThe results highlight severe margin pressure from input cost inflation, which has offset the benefits of a 30% increase in sales volume/value.
Consolidated Revenue: ₹239.95 CrConsolidated PAT: ₹12.39 CrMaterial Cost Increase: 57.9%IT Segment Revenue: ₹26.78 CrConsolidated EPS: ₹4.24Revenue vs TTM Revenue: 30.9%
📅 Short termThe stock may face downward pressure as the market reacts to the sharp contraction in margins and the 38% drop in consolidated net profit.
📈 Long termWhile revenue growth is healthy, long-term value creation depends on the company's ability to restore operating margins to historical levels (~16%) and turn subsidiaries profitable.
⚠ Risk flags
- Raw material cost volatility
- Margin contraction
- Subsidiary profitability drag
Key Highlights
Consolidated Revenue from Operations grew 30.1% YoY to ₹239.95 Cr from ₹184.38 Cr.
Consolidated Net Profit declined 38.6% YoY to ₹12.39 Cr from ₹20.19 Cr.
Cost of materials consumed surged 57.9% YoY to ₹111.64 Cr from ₹70.70 Cr.
IT Enabled Services segment contributed ₹26.78 Cr to revenue but only ₹3.57 Cr to segment results.
Consolidated EPS dropped to ₹4.24 from ₹6.91 in the year-ago quarter.
👀 What to Watch
Monitor raw material price trends and the company's ability to pass on costs to maintain margins. Watch for the profitability trajectory of the IT Enabled Services segment, which is currently diluting consolidated earnings.
