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Latest filing: 2026-08-13 13:01
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2 announcements match the current filters (relevance ≥ 5).
Rs 1.95 Cr Net Profit: PBM Polytex Reports Turnaround in Q1 FY27
PBM Polytex has reported a significant turnaround for the quarter ended June 30, 2026, posting a consolidated net profit of Rs 1.95 Cr compared to a loss of Rs 1.47 Cr in the same period last year. Total income grew 9.6% YoY to Rs 51.35 Cr. This quarterly profit is substantial for the company, representing nearly 5% of its current market capitalization of Rs 40 Cr. The company continues to operate solely in the cotton yarn manufacturing segment.
Confidence: HIGH
What changedThe company has swung from a consistent loss-making streak (TTM PAT of Rs -2 Cr) to a profitable first quarter in FY27.
Why it mattersFor a micro-cap company with a market cap of only Rs 40 Cr, a quarterly profit of nearly Rs 2 Cr is highly material and could lead to a significant re-rating if sustained.
Net Profit (Q1 FY27): Rs 1.95 CrTotal Income (Q1 FY27): Rs 51.35 CrQuarterly Profit vs Market Cap: ~4.9%Basic EPS: Rs 2.84Promoter Holding: 68.24%
📅 Short termThe stock is likely to react positively in the short term due to the sharp turnaround in earnings and a strong EPS relative to the current share price.
📈 Long termLong-term stability depends on the company's ability to maintain margins in the competitive cotton yarn segment and the eventual resolution of legal/labor issues at its associate company.
⚠ Risk flags
- Associate company Eurotex Industries manufacturing plants remain closed
- Single segment concentration in cotton yarn
- Historical inconsistency in quarterly profitability
Key Highlights
Net Profit of Rs 1.95 Cr in Q1 FY27 vs a loss of Rs 1.47 Cr in Q1 FY26
Total Income increased to Rs 51.35 Cr from Rs 46.84 Cr in the year-ago quarter
Basic EPS improved to Rs 2.84 for the quarter from a negative Rs 2.14 YoY
Total Comprehensive Income for the period stood at Rs 1.78 Cr
Associate company Eurotex Industries remains closed with manufacturing plants at Kolhapur shut since March 2022
👀 What to Watch
Investors should monitor if this return to profitability is sustainable across the next two quarters, as the textile sector often faces volatile raw material (cotton) costs.
PBM Polytex to dispose of 4 Wind Mill units; extends Rs 4.6 Cr preference share redemption
PBM Polytex has approved the disposal of four wind mill units which contributed just 0.75% (Rs 1.25 Cr) to FY26 revenue. The board also consented to extend the redemption period of 46 lakh preference shares held in Eurotex Industries by 10 years, moving the maturity to December 2036. Key management personnel, including two Managing Directors, were re-appointed for three-year terms starting April 2027. Additionally, the company approved its unaudited financial results for the quarter ended June 30, 2026.
Confidence: HIGH
What changedThe company is initiating an exit from its non-core power generation business and has agreed to a significant 10-year delay in the redemption of its Rs 4.6 Cr investment in Eurotex preference shares.
Why it mattersThe wind mill disposal is a minor operational streamlining. However, the extension of the preference share redemption indicates that a cash inflow of Rs 4.6 Cr (approx 4% of net worth) will be delayed until 2036, impacting long-term liquidity planning.
Wind Mill Revenue (FY26): Rs 1.25 CrWind Mill vs TTM Revenue: 0.75%Preference Share Investment Value: Rs 4.6 CrPreference Share vs Net Worth: ~4.0%Extended Redemption Date: December 8, 2036
📅 Short termNeutral. The asset disposal is too small to impact the stock price significantly, and the market will likely focus on the Q1 earnings performance.
📈 Long termLimited. The company remains a micro-cap entity with negative TTM earnings; the exit from non-core assets is a positive step but the delayed investment redemption is a minor negative for the balance sheet.
⚠ Risk flags
- Delayed cash realization from preference share investments
- Loss-making TTM performance (PAT Rs -2 Cr)
- Small-scale operations with low OPM (-3.9%)
Key Highlights
Wind mill units contributed Rs 1.25 Cr to FY26 turnover, representing 0.75% of total revenue.
Book value of the 4 wind mill units is Rs 1.24 Cr, or 1.07% of the company's net worth.
Redemption of 46,00,000 preference shares (Rs 10 each) in Eurotex Industries extended to December 8, 2036.
Managing Directors Gopal Patodia and Mohan Kumar Patodia re-appointed for 3 years from April 1, 2027.
Board committees reconstituted following the demise of Non-Executive Director Mr. Hari Prasad Siotia.
👀 What to Watch
Investors should monitor the final realization value from the wind mill disposal and review the full Q1 FY27 earnings report to see if operational margins are improving from the -3.9% TTM OPM.
