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Latest filing: 2026-08-11 17:12
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Note: These are AI-generated, educational summaries of public NSE
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2 announcements match the current filters (relevance ≥ 5).
Yash Management Q1 Consolidated PAT at Rs 1.20 Cr; Revenue Doubles YoY to Rs 9.08 Cr
Yash Management & Satellite Ltd reported a strong YoY performance for Q1 FY27, with standalone revenue doubling to Rs 9.08 Cr from Rs 4.51 Cr in June 2025. Standalone net profit improved significantly to Rs 0.69 Cr from Rs 0.15 Cr YoY. Consolidated results were notably stronger, with a net profit of Rs 1.20 Cr, bolstered by a Rs 0.51 Cr profit contribution from its subsidiary, Sudarshan Polyfab. However, revenue saw a sequential decline from the Rs 11.85 Cr recorded in the March 2026 quarter.
Confidence: HIGH
What changedThe company has transitioned from marginal profitability to a more robust quarterly profit run-rate, primarily aided by its subsidiary's performance.
Why it mattersFor a micro-cap company with a market capitalization of only Rs 33 Cr, achieving a quarterly consolidated profit of Rs 1.20 Cr is highly material and could lead to a significant valuation re-rating if sustained.
Standalone Revenue (Q1): Rs 9.08 CrConsolidated Net Profit (Q1): Rs 1.20 CrRevenue vs TTM Revenue: 32.4%Subsidiary Profit Contribution: Rs 0.51 CrConsolidated EPS: Rs 0.70
📅 Short termThe stock is likely to react positively in the short term due to the sharp YoY turnaround in profitability and the strong consolidated bottom line.
📈 Long termStructural improvement depends on the company's ability to scale its trading business consistently while maintaining the high margins seen in its subsidiary operations.
⚠ Risk flags
- Micro-cap liquidity risk
- High dependence on trading margins
- Sequential revenue decline of 23% compared to March 2026 quarter
Key Highlights
Standalone revenue increased 101% YoY to Rs 907.61 Lakhs from Rs 450.99 Lakhs.
Consolidated net profit reached Rs 119.58 Lakhs for the quarter ended June 30, 2026.
Subsidiary Sudarshan Polyfab Private Limited contributed Rs 50.93 Lakhs in net profit on a revenue of Rs 60.06 Lakhs.
Standalone EPS improved to Rs 0.40 compared to Rs 0.09 in the year-ago quarter.
Consolidated EPS for the quarter stood at Rs 0.70.
👀 What to Watch
Investors should monitor the sustainability of the subsidiary's high-margin contribution and observe if standalone trading volumes can recover to the levels seen in Q4 FY26 (Rs 11.85 Cr).
Rs 1.20 Cr Q1 Consolidated PAT: Yash Management Reports Sharp Profit Growth
Yash Management & Satellite Ltd reported a strong start to FY27 with a consolidated net profit of Rs 1.20 Cr for the quarter ended June 30, 2026. Standalone revenue from operations doubled to Rs 9.08 Cr compared to Rs 4.51 Cr in the same quarter last year. A significant contribution came from its subsidiary, Sudarshan Polyfab Private Limited, which delivered a net profit of Rs 50.93 Lakhs on a revenue base of just Rs 60.06 Lakhs. Given the company's small market capitalization of Rs 33 Cr, this quarterly performance represents a material improvement over the TTM PAT of nearly zero.
Confidence: HIGH
What changedThe company has moved from a marginal profit/loss position to delivering a consolidated quarterly profit that is significant relative to its market capitalization.
Why it mattersFor a micro-cap company (Rs 33 Cr), an annualized profit run-rate based on this quarter would drastically lower its current high P/E of 237.5, potentially re-rating the stock if performance persists.
Consolidated Net Profit (Q1): Rs 1.20 CrStandalone Revenue Growth (YoY): 101.2%Subsidiary Net Margin: 84.8%Market Cap: Rs 33 CrStandalone EPS (Q1): Rs 0.40
📅 Short termThe stock is likely to see positive sentiment in the short term as the market reacts to the sharp turnaround in profitability and revenue doubling.
📈 Long termLong-term value depends on the company's ability to scale its trading business and maintain the high-margin contribution from its subsidiary Sudarshan Polyfab.
⚠ Risk flags
- High margin sustainability risk in subsidiary
- Micro-cap liquidity risk
- Concentration in trading activities
Key Highlights
Consolidated Net Profit stood at Rs 1.20 Cr for Q1 FY27, a significant jump from previous periods.
Standalone Revenue from operations increased 101% YoY to Rs 9.08 Cr from Rs 4.51 Cr.
Subsidiary Sudarshan Polyfab reported a high net profit of Rs 50.93 Lakhs on revenue of Rs 60.06 Lakhs.
Standalone EPS for the quarter improved to Rs 0.40 compared to Rs 0.14 in the year-ago period.
Total Standalone Expenses rose to Rs 8.37 Cr, primarily driven by purchase of stock-in-trade (Rs 7.72 Cr).
👀 What to Watch
Investors should monitor the sustainability of the exceptionally high margins reported by the subsidiary and track if the standalone trading volumes can maintain this growth trajectory in upcoming quarters.
