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Latest filing: 2026-08-14 16:27
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📊 Last 7 days — analysed filings by sentiment
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.
3 announcements match the current filters (relevance ≥ 5).
Neelamalai Agro Q1 Standalone PAT Rises 20% YoY to Rs 1.29 Cr; Consol PAT at Rs 15.33 Cr
Neelamalai Agro Industries reported standalone revenue from operations of Rs 6.41 Cr (640.85 lakhs) for Q1 FY27, largely flat compared to Rs 6.43 Cr in Q1 FY26. Standalone net profit grew 19.95% YoY to Rs 1.29 Cr (129.13 lakhs), bolstered by other income of Rs 2.20 Cr which included fair value investment gains of Rs 2.17 Cr. Consolidated PAT came in at Rs 15.33 Cr (compared to Rs 7.70 Cr in Q1 FY26), heavily driven by a Rs 12.44 Cr profit contribution from its associate company AVT Natural Products Ltd. Standalone EPS stood at Rs 20.76 for the quarter.
Confidence: HIGH
What changedQ1 FY27 results marked a rebound from the standalone loss of Rs 1.30 Cr reported in Q4 FY26 to a net profit of Rs 1.29 Cr, with consolidated earnings almost doubling YoY.
Why it mattersThe company's core plantation business remains exposed to seasonal and commodity price swings, while associate earnings and mark-to-market investment gains continue to represent the primary driver of consolidated net profit.
Standalone Revenue (Q1): Rs 640.85 lakhsStandalone Net Profit (Q1): Rs 129.13 lakhsFair Value Gain on Investments: Rs 217.00 lakhsAssociate Profit Share (AVT Natural): Rs 1,244.03 lakhsConsolidated Net Profit (Q1): Rs 15.33 Cr
📅 Short termStable to positive sentiment following sharp consolidated bottom-line expansion, though core plantation revenues remain flat.
📈 Long termLong-term value creation depends on sustaining high associate profit contributions and improving core plantation operating margins amid rising agricultural input costs.
⚠ Risk flags
- High earnings dependence on associate entity AVT Natural Products Ltd
- Volatility in other income due to mark-to-market fair value adjustments on investments
- Agricultural and weather risks impacting plantation yields
Key Highlights
Standalone revenue from operations flat YoY at Rs 640.85 lakhs vs Rs 643.09 lakhs in Q1 FY26
Standalone net profit grew 19.95% YoY to Rs 129.13 lakhs from Rs 107.65 lakhs in Q1 FY26
Other income of Rs 220.31 lakhs included Rs 217.00 lakhs in net fair value investment gains
Share of net profit after tax from associate entity (AVT Natural Products Ltd) stood at Rs 1,244.03 lakhs
👀 What to Watch
Track tea realization trends in the packet tea segment and monitor performance stability at key associate AVT Natural Products Ltd, which drives the majority of consolidated earnings.
Neelamalai Agro Q1 Standalone PAT up 20% to ₹1.29 Cr; Core Operations remain in loss
Neelamalai Agro reported flat standalone revenue of ₹6.41 Cr for Q1 FY27 (ending June 2026). Standalone Net Profit rose 20% YoY to ₹1.29 Cr, but this was entirely driven by ₹2.17 Cr in fair value gains from investments, as core plantation operations recorded an operating loss of ₹0.55 Cr. On a consolidated basis, the company's performance is heavily influenced by its associate, AVT Natural Products, which contributed ₹12.44 Cr to the profit share this quarter.
Confidence: HIGH
What changedThe company reported its Q1 FY27 financial results, showing stable revenue but continued reliance on non-operating income for profitability.
Why it mattersThe results highlight a structural challenge where core tea plantation costs (₹6.96 Cr) exceed revenue (₹6.41 Cr), making the company's valuation more dependent on its investment portfolio and associate holdings than its primary business.
Standalone Revenue (Q1): ₹6.41 CrStandalone PAT (Q1): ₹1.29 CrFair Value Gain on Investments: ₹2.17 CrAssociate Profit Share: ₹12.44 CrRevenue vs TTM Revenue: ~25.6%
📅 Short termThe stock may remain neutral as the profit growth is non-operational and core margins remain negative.
📈 Long termLimited structural significance unless the company successfully pivots to the higher-margin packet tea segment or tea prices see a sustained global rally.
⚠ Risk flags
- Core operations are loss-making
- High dependence on volatile investment fair value gains
- Weather-related risks impacting crop yields
Key Highlights
Standalone Revenue from operations remained stagnant at ₹6.41 Cr compared to ₹6.43 Cr in the same quarter last year.
Standalone Net Profit increased to ₹1.29 Cr from ₹1.08 Cr YoY, a growth of 19.4%.
Core operating performance resulted in a loss of ₹0.55 Cr as total expenses of ₹6.96 Cr exceeded operational revenue.
Other Income of ₹2.20 Cr included a significant non-cash fair value gain on investments of ₹2.17 Cr.
Consolidated results were significantly boosted by a ₹12.44 Cr profit share from an associate company (AVT Natural Products).
👀 What to Watch
Investors should monitor the 'packet tea segment' expansion as a key driver for core profitability and track Nilgiri tea price realizations, as the current bottom line is heavily dependent on investment valuations and associate company performance.
200% Dividend: Neelamalai Agro sets August 12 as Record Date for Payout and 83rd AGM
Neelamalai Agro Industries has fixed August 12, 2026, as the record date for a 200% dividend and its 83rd Annual General Meeting. The book closure period is scheduled from August 13 to August 19, 2026. Despite a negative operating margin of -7.0% on TTM revenue of Rs 25 Cr, the company maintains a strong TTM PAT of Rs 29 Cr and a debt-free balance sheet. This payout is significant for a small-cap company with a market capitalization of Rs 192 Cr and a low P/E of 6.6.
Confidence: HIGH
What changedThe company has finalized the timeline for its annual dividend distribution and the 83rd Annual General Meeting.
Why it mattersThe 200% dividend provides a tangible cash return to shareholders, which is a key attraction for this low-valuation (0.6 P/B) commodity stock despite its operational margin pressures.
Dividend Rate: 200%Record Date: 12th August 2026TTM PAT: Rs 29 CrMarket Cap: Rs 192 CrOperating Profit Margin: -7.0%
📅 Short termThe stock may experience price support or increased volume leading up to the ex-dividend date due to the high percentage payout.
📈 Long termLimited structural impact as this is a routine annual corporate action; long-term value depends on improving operating margins in the tea segment.
⚠ Risk flags
- Negative operating margins (-7.0%)
- High dependency on erratic monsoons which can reduce crop yield by 25%+
Key Highlights
Record date for the 200% dividend and 83rd AGM is fixed for 12th August 2026
Book closure period is scheduled from 13th August 2026 to 19th August 2026
The company is convening its 83rd Annual General Meeting
Dividend payout is declared at a rate of 200% of the face value
Company maintains a debt-free status with Rs 0 Cr total debt
👀 What to Watch
Investors should verify the ex-dividend date to ensure eligibility for the 200% payout. Monitor the 83rd AGM for management updates on the 'packet tea segment' expansion and strategies to mitigate the -7.0% operating margin.
