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Latest filing: 2026-08-06 12:10
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5 announcements match the current filters (relevance ≥ 5).
146% PAT Growth in Q1 FY27; Rs 2 Interim Dividend Declared
Black Rose Industries reported a robust Q1 FY27 with PAT surging 146% YoY to Rs 10.41 Cr, driven by a 48% increase in revenue to Rs 90.14 Cr. EBITDA margins expanded significantly to 17.33% from 11.5% YoY, aided by improved spreads in the distribution business and a correction in raw material (Acrylonitrile) prices from $1,800/MT to $1,500/MT. The Board declared an interim dividend of Rs 2 per share, representing a yield of approximately 1.8% on the current price. While sequential revenue dipped 14% due to high Q4 offtake, profitability remained resilient with an 11% QoQ PAT growth.
Confidence: HIGH
What changedThe company has achieved a significant step-up in margins and profitability, shifting from a TTM PAT of Rs 22 Cr to a single-quarter PAT of over Rs 10 Cr.
Why it mattersThe sharp margin expansion and high dividend payout signal strong cash flow generation and the ability to navigate raw material volatility effectively.
Q1 FY27 PAT: Rs 10.41 CrYoY PAT Growth: 146%Interim Dividend: Rs 2 per shareEBITDA Margin: 17.33%Q1 Revenue vs TTM Revenue: ~28%
📅 Short termThe stock is likely to react positively to the earnings beat and the significant interim dividend declaration.
📈 Long termStructural growth depends on the successful commercialization of the PAM solid project and expansion into specialty amines, which could diversify the revenue base beyond distribution.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Volatility in Acrylonitrile prices
- High dependence on distribution segment for margin expansion
- Freight cost increases impacting exports
Key Highlights
PAT increased 146% YoY to Rs 10.41 Cr from Rs 4.24 Cr in Q1 FY26.
EBITDA margins expanded to 17.33% compared to 11.5% in the same quarter last year.
Distribution segment revenue grew 91% YoY to Rs 62.72 Cr, contributing the bulk of growth.
Interim dividend of Rs 2 per equity share declared for FY27.
Acrylonitrile raw material prices corrected by $300/MT during the quarter to end at $1,500/MT.
👀 What to Watch
Watch for the commercialization timeline of the Polyacrylamide (PAM) solid project and the final decision on the specialty amines project collaboration with Koei Chemical.
Rs 2 Interim Dividend; Q1 Net Profit Surges 148% YoY to Rs 10.39 Cr
Black Rose Industries reported a robust Q1 FY27 with standalone net profit rising 148% YoY to Rs 10.39 Cr, driven by a 48.8% increase in revenue to Rs 89.08 Cr. The board declared an interim dividend of Rs 2 per share (200% of face value), representing a yield of approximately 1.8% at current prices. Sequentially, while revenue dipped 14.4% from Q4 FY26, net profit improved by 10.4%, indicating margin expansion. The company also initiated the winding up of its Japan-based subsidiary, which had zero revenue contribution and negligible net worth impact (0.09%).
Confidence: HIGH
What changedThe company has declared a significant interim dividend and reported strong year-on-year earnings growth for the first quarter of FY27.
Why it mattersThe dividend payout of approximately Rs 10.2 Cr is substantial relative to the TTM PAT of Rs 22 Cr (~46%), signaling strong cash flow and promoter confidence. The exit from the Japan subsidiary streamlines the corporate structure.
Interim Dividend: Rs 2 per shareQ1 Net Profit (YoY): Rs 10.39 CrQ1 Revenue (YoY): Rs 89.08 CrDividend vs TTM PAT: ~46%Subsidiary Net Worth Contribution: 0.09%
📅 Short termThe stock is likely to see positive interest due to the strong YoY earnings jump and the upcoming dividend record date on August 6.
📈 Long termThe company shows consistent profitability in specialty chemicals; however, the sequential revenue decline warrants monitoring of demand trends in subsequent quarters.
⚠ Risk flags
- Sequential revenue decline of 14.4% vs Q4 FY26
- High dividend payout ratio may reduce funds available for aggressive capacity expansion
Key Highlights
Interim dividend of Rs 2 per equity share declared for FY 2026-27
Q1 FY27 Net Profit increased to Rs 10.39 Cr from Rs 4.19 Cr in the same quarter last year
Revenue from operations grew 48.8% YoY to Rs 89.08 Cr
Record date for dividend entitlement fixed as August 6, 2026
Winding up of B.R. Chemicals Co. Limited (Japan) expected to complete within 12 months
👀 What to Watch
Investors should track the sustainability of the improved margins seen this quarter, as profit grew despite a sequential revenue decline. The record date for the dividend is imminent (August 6, 2026).
148% YoY PAT Growth to ₹10.39 Cr; ₹2 Interim Dividend Declared
Black Rose Industries reported a strong Q1 FY27 with revenue growing 48.8% YoY to ₹89.08 Cr. Net profit surged 148% YoY to ₹10.39 Cr, driven by improved operational performance compared to the previous year, although revenue declined sequentially from ₹104.04 Cr in Q4 FY26. The board declared an interim dividend of ₹2 per share (200% of face value) with a record date of August 6, 2026. Additionally, the company is winding up its non-material Japanese subsidiary, which contributed 0% to revenue and only 0.09% to net worth.
Confidence: HIGH
What changedThe company has delivered a significant YoY earnings beat and initiated the closure of its non-performing Japanese subsidiary while rewarding shareholders with a substantial interim dividend.
Why it mattersThe sharp increase in profitability and the high dividend payout suggest strong cash flow generation. Streamlining the corporate structure by exiting the Japanese entity reduces administrative overhead.
Q1 Revenue vs TTM Revenue: ~27.6%Net Profit (Q1 FY27): ₹10.39 CrYoY PAT Growth: 147.9%Interim Dividend: ₹2 per shareSubsidiary Net Worth Contribution: 0.09%Record Date: 6th August, 2026
📅 Short termThe stock is likely to react positively to the strong YoY profit growth and the dividend announcement in the coming days.
📈 Long termThe company is demonstrating improved profitability compared to FY25/FY26 levels, though long-term growth will depend on reversing the sequential revenue decline seen this quarter.
⚠ Risk flags
- Sequential revenue decline of 14.4% compared to Q4 FY26
- 12-month timeline for subsidiary winding up
Key Highlights
Revenue from operations increased 48.8% YoY to ₹89.08 Cr from ₹59.85 Cr.
Net profit jumped 148% YoY to ₹10.39 Cr compared to ₹4.19 Cr in the year-ago quarter.
Interim dividend of ₹2 per share declared, representing a ~1.8% yield on the current price of ₹110.2.
Winding up of Japanese subsidiary B.R. Chemicals Co. Limited approved; expected completion in 12 months.
Earnings per share (EPS) for the quarter rose to ₹2.04 from ₹0.83 YoY.
👀 What to Watch
Investors should monitor if the company can maintain these higher margins given the sequential revenue dip from Q4 FY26. The record date for the ₹2 dividend is August 6, 2026.
Rs 2 Dividend and 148% YoY PAT Growth in Q1 FY27 for Black Rose Industries
Black Rose Industries reported a strong start to FY27 with Q1 revenue growing 49% YoY to Rs 89.08 Cr. Net profit surged 148% YoY to Rs 10.39 Cr, driven by significant margin expansion as Profit Before Tax rose from Rs 5.79 Cr to Rs 14.14 Cr. The board declared an interim dividend of Rs 2 per share (200% of face value) with a record date of August 6, 2026. Additionally, the company is winding up its non-operational Japanese subsidiary, which contributes 0% to revenue and only 0.09% to consolidated net worth.
Confidence: HIGH
What changedThe company has delivered a significant earnings beat compared to the same quarter last year and announced a substantial interim dividend while streamlining its international structure by closing a dormant subsidiary.
Why it mattersThe strong profit growth and high dividend payout indicate robust operational health and cash flow generation, while the subsidiary closure removes minor administrative overhead without impacting financials.
Q1 FY27 Net Profit: Rs 10.39 CrYoY Revenue Growth: 48.8%Interim Dividend: Rs 2 per shareDividend Record Date: 6th August, 2026Subsidiary Net Worth Contribution: 0.09%
📅 Short termThe stock is likely to react positively to the strong earnings growth and the attractive interim dividend announcement in the coming days.
📈 Long termThe focus on core chemical operations and the exit from non-performing international subsidiaries suggests a more disciplined capital allocation strategy.
⚠ Risk flags
- Volatility in raw material costs (Cost of materials consumed was Rs 20.34 Cr in Q1)
Key Highlights
Net profit for Q1 FY27 increased 148% YoY to Rs 10.39 Cr from Rs 4.19 Cr.
Revenue from operations grew 49% YoY to Rs 89.08 Cr compared to Rs 59.85 Cr in the previous year's quarter.
Interim dividend of Rs 2 per share declared, representing a 200% payout on the Rs 1 face value.
Winding up of B.R. Chemicals Co. Limited (Japan) initiated; subsidiary has zero turnover and Rs 15.58 Lakhs net worth.
Earnings Per Share (EPS) for the quarter improved to Rs 2.04 from Rs 0.83 YoY.
👀 What to Watch
Investors should monitor if the sharp margin improvement seen this quarter is sustainable and track the record date of August 6, 2026, for dividend eligibility.
Rs 2 Interim Dividend & Q1 PAT Surges 148% YoY to Rs 10.39 Cr
Black Rose Industries reported a strong YoY performance for Q1 FY27, with revenue growing 49% to Rs 89.08 Cr and net profit jumping 148% to Rs 10.39 Cr. The board declared an interim dividend of Rs 2 per share, representing a 1.8% yield on the current price. Additionally, the company is winding up its non-performing Japanese subsidiary, which contributed zero revenue and only 0.09% to the consolidated net worth. While YoY growth is robust, revenue saw a sequential (QoQ) decline of 14% from the March 2026 quarter.
Confidence: HIGH
What changedThe company has reported a sharp recovery in profitability compared to the previous year and initiated the closure of its non-core Japanese subsidiary.
Why it mattersThe strong YoY earnings growth indicates improved operational efficiency or better product pricing in the specialty chemicals segment. The dividend payout signals management's confidence in cash flows despite the sequential revenue decline.
Q1 Revenue Growth (YoY): 48.8%Q1 PAT Growth (YoY): 147.9%Interim Dividend: Rs 2.00 per shareDividend Yield (at Rs 110.2): 1.81%Subsidiary Net Worth Contribution: 0.09%
📅 Short termThe stock is likely to react positively to the strong YoY profit growth and the attractive interim dividend in the coming days.
📈 Long termThe exit from the non-revenue generating Japanese subsidiary streamlines the corporate structure. Long-term value depends on maintaining the current margin profile and returning to sequential revenue growth.
⚠ Risk flags
- Sequential (QoQ) revenue decline of 14.4%
- Concentration in a single primary business segment (Chemicals)
Key Highlights
Net Profit increased 148% YoY to Rs 10.39 Cr from Rs 4.19 Cr in the previous year's quarter.
Revenue from operations grew 49% YoY to Rs 89.08 Cr, though it declined 14% sequentially from Rs 104.04 Cr.
Interim Dividend of Rs 2 per share (200% of face value) declared with a record date of August 6, 2026.
Winding up of B.R. Chemicals Co. Limited, Japan, which had a negligible net worth contribution of Rs 15.58 Lakhs (0.09%).
Standalone EPS improved significantly to Rs 2.04 for the quarter compared to Rs 0.83 in Q1 FY26.
👀 What to Watch
Investors should monitor the sustainability of the improved margins and the upcoming record date of August 6 for dividend eligibility. Watch for management commentary during the AGM on September 9, 2026, regarding the sequential revenue dip and the outlook for the specialty chemicals market.
