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Latest filing: 2026-08-14 16:08
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3 announcements match the current filters (relevance ≥ 5).
Polson Ltd Reports 57% YoY Profit Growth in Q1 FY27; Revenue Up 20% to ₹28.32 Cr
Polson Ltd reported a strong performance for the quarter ended June 30, 2026, with revenue from operations rising 20.2% YoY to ₹28.32 Cr. Net profit surged 57.8% YoY to ₹1.61 Cr, up from ₹1.02 Cr in the same period last year. The company's Earnings Per Share (EPS) improved significantly to ₹133.86 from ₹89.94. The board also approved the re-appointment of an Independent Director for a second five-year term, ensuring board continuity.
Confidence: HIGH
What changedThe company reported its Q1 FY27 financial results showing a significant YoY improvement in both revenue and profitability.
Why it mattersThe strong start to the fiscal year indicates healthy demand in the synthetic organic tanning substance segment and improved operational efficiency.
Revenue (Q1 FY27): ₹28.32 CrNet Profit (Q1 FY27): ₹1.61 CrYoY Revenue Growth: 20.2%YoY Profit Growth: 57.8%Q1 Revenue vs TTM Revenue: ~26.5%
📅 Short termThe stock may see positive sentiment in the short term due to the strong YoY growth in net profit and EPS.
📈 Long termAs a small-cap specialty chemical player, the company's ability to maintain this growth trajectory and manage raw material costs will be key to long-term value creation.
⚠ Risk flags
- High raw material cost sensitivity
- Single reportable segment concentration
Key Highlights
Revenue from operations grew to ₹28.32 Cr in Q1 FY27 from ₹23.55 Cr in Q1 FY26
Net profit increased by 57.8% YoY to ₹1.61 Cr
Earnings Per Share (EPS) rose to ₹133.86 compared to ₹89.94 in the previous year's June quarter
Cost of materials consumed stood at ₹17.27 Cr, representing approximately 61% of revenue
Total expenses for the quarter were ₹26.55 Cr against ₹22.23 Cr in the year-ago period
👀 What to Watch
Monitor the sustainability of the 20% revenue growth in upcoming quarters and observe if operating margins can improve toward the TTM average of 13.8%.
Polson Ltd Q1 PAT Rises 32% YoY to ₹1.61 Cr; Revenue Up 20% to ₹28.32 Cr
Polson Ltd reported a strong start to the fiscal year with Q1 FY27 revenue from operations reaching ₹28.32 cr, a 20.2% increase from ₹23.55 cr in the same quarter last year. Net profit grew by 31.5% YoY to ₹1.61 cr, while EPS improved to ₹133.86 from ₹102.35. Sequentially, revenue grew 18.3% from the March 2026 quarter, indicating robust momentum. The company continues to operate in a single segment: manufacturing synthetic organic tanning substances.
Confidence: HIGH
What changedThe company reported its first-quarter financial results for FY27, showing significant double-digit growth in both top and bottom lines compared to the previous year.
Why it mattersThe strong quarterly performance suggests healthy demand in the specialty chemicals niche (synthetic organic tanning) and improved operational efficiency, as profit growth (32%) outpaced revenue growth (20%).
Revenue (Q1 FY27): ₹28.32 crNet Profit (Q1 FY27): ₹1.61 crYoY Revenue Growth: 20.2%YoY PAT Growth: 31.5%Quarterly Revenue vs TTM Revenue: ~26.5%
📅 Short termThe stock may see positive sentiment in the short term due to the strong YoY and sequential growth in profitability.
📈 Long termConsistent growth in this specialized chemical segment could lead to a re-rating, though the company remains a small-cap with single-segment concentration.
⚠ Risk flags
- Single segment concentration (synthetic organic tanning substances)
- High raw material cost sensitivity
- Small market capitalization (₹235 Cr) leading to potential liquidity risks
Key Highlights
Revenue from operations grew 20.2% YoY to ₹28.32 cr compared to ₹23.55 cr in June 2025.
Net profit (PAT) increased 31.5% YoY to ₹1.61 cr from ₹1.22 cr.
Earnings Per Share (EPS) rose to ₹133.86 for the quarter, up from ₹102.35 YoY.
Total expenses stood at ₹26.55 cr, with cost of materials consumed accounting for ₹21.28 cr.
Re-appointed Bhavin Suryakant Sheth as an Independent Director for a second 5-year term starting June 30, 2026.
👀 What to Watch
Investors should monitor the sustainability of this 20%+ revenue growth in upcoming quarters and watch for any updates regarding raw material price trends, as material costs represent over 75% of revenue.
Rs 1.22 Cr Q1 Net Profit: Polson Ltd Reports 13% YoY Growth; Revenue Up 20%
Polson Ltd reported a steady performance for Q1 FY27, with revenue from operations growing 20.2% YoY to Rs 28.32 Cr. Net profit increased by 13.2% YoY to Rs 1.22 Cr, while quarterly EPS stood at Rs 102.35. The company maintains a single-segment focus on manufacturing synthetic organic tanning substances. Additionally, the board approved the re-appointment of Independent Director Bhavin Suryakant Sheth for a second five-year term.
Confidence: HIGH
What changedPolson Ltd released its unaudited standalone financial results for the quarter ended June 30, 2026, and confirmed the extension of a key independent board member's tenure.
Why it mattersThe results demonstrate consistent double-digit top-line and bottom-line growth for this micro-cap specialty chemicals player, which operates in a niche tanning substance market.
Revenue from Operations (Q1): 2,832.27 LakhsNet Profit (Q1): 122.15 LakhsQuarterly Revenue vs TTM Revenue: ~26.5%Earnings Per Share (EPS): 102.35Cost of Materials Consumed: 2,127.70 Lakhs
📅 Short termThe stock may see positive sentiment due to the 20% revenue growth and 13% profit growth, reflecting stable operational execution.
📈 Long termStructural growth remains tied to the demand for synthetic tanning substances; the company's small scale (Rs 235 Cr market cap) makes it sensitive to raw material price fluctuations.
⚠ Risk flags
- Single product segment concentration (synthetic organic tanning substances)
- High raw material cost sensitivity (materials consumed are ~75% of revenue)
Key Highlights
Revenue from operations grew to Rs 28.32 Cr in Q1 FY27 from Rs 23.55 Cr in Q1 FY26
Net profit for the quarter rose to Rs 1.22 Cr compared to Rs 1.08 Cr in the previous year's corresponding quarter
Total expenses increased by 19.4% YoY to Rs 26.55 Cr, primarily driven by cost of materials consumed at Rs 21.27 Cr
Earnings Per Share (EPS) for the quarter was reported at Rs 102.35 on a face value of Rs 50 per share
Re-appointment of Independent Director Bhavin Suryakant Sheth for a 5-year term effective June 30, 2026
👀 What to Watch
Monitor the company's ability to maintain operating margins (currently ~6.2% for the quarter) amidst rising material costs, and watch for any updates on capacity utilization in its tanning substance segment.
