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Latest filing: 2026-08-11 19:31
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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.
5 announcements match the current filters (relevance ≥ 5).
31.7% PAT Growth in FY26; Haldyn Glass Reports Rs 472.65 Cr Total Income in Annual Report
Haldyn Glass reported a strong FY26 with consolidated total income growing 21.4% YoY to Rs 472.65 Cr. Consolidated Profit After Tax (PAT) increased by 31.7% to Rs 24.77 Cr, supported by a Rs 5.82 Cr contribution from its joint venture. The company has recommended a 70% dividend (Rs 0.70 per share), representing a total payout of Rs 3.76 Cr. Operations are now leveraging an enhanced capacity of 445 TPD, up from 350 TPD, as the company targets reducing its liquor sector exposure from 70% to 50% over the next two years.
Confidence: HIGH
What changedThe filing of the FY26 Annual Report formalizes the audited financial performance and provides a detailed strategic roadmap for capacity utilization and sector diversification.
Why it mattersThe report confirms that the recent capacity expansion to 445 TPD is translating into higher revenue and improved profitability, with PAT growth significantly outpacing revenue growth.
Consolidated Total Income (FY26): Rs 472.65 CrConsolidated PAT (FY26): Rs 24.77 CrDividend per Share: Rs 0.70Current Installed Capacity: 445 TPDLiquor Sector Revenue Contribution: 70%Top 10 Client Concentration: 65%
📅 Short termThe stock may see positive sentiment following the confirmation of 31%+ profit growth and the 70% dividend recommendation ahead of the AGM on September 4, 2026.
📈 Long termStructural growth depends on the successful shift toward premium cosmetics and perfume segments and the ability to pass through volatile natural gas costs to clients.
⚠ Risk flags
- High sector concentration (70% revenue from liquor)
- Fuel price sensitivity (25% of total costs)
- High client concentration (Top 10 customers contribute 65% of revenue)
Key Highlights
Consolidated Total Income reached Rs 472.65 Cr in FY26, a 21.41% increase over the previous year.
Consolidated PAT rose to Rs 24.77 Cr from Rs 18.81 Cr, marking a 31.69% YoY growth.
Recommended dividend of 70% (Rs 0.70 per share) on a face value of Rs 1 per equity share.
Installed capacity successfully increased to 445 tons per day (TPD) across two glass melting furnaces.
Export footprint currently stands at 23% of revenue, with targets to expand in the US, Africa, and South Asia.
👀 What to Watch
Monitor the execution of the diversification strategy to reduce liquor sector dependency from 70% to 50% and the impact of fuel price volatility on margins, as fuel represents 25% of costs.
Rs 150 Cr Capex & Q1 PAT up 90% YoY; Record Date for Rs 0.70 Dividend set for Aug 28
Haldyn Glass reported a strong Q1 FY27 with standalone net profit rising 90% YoY to Rs 10.26 Cr, driven by improved operational performance. The board has approved a major Rs 150 Cr capex plan for modernization and adding ~75 MT capacity, which represents approximately 32% of TTM revenue and 64% of current net worth. A dividend of Rs 0.70 per share (70% payout) was confirmed with a record date of August 28, 2026. The company is also undergoing a leadership transition with the founder moving to a Non-Executive Chairman role and the MD being re-appointed for 3 years.
Confidence: HIGH
What changedThe company has initiated a major capacity expansion and modernization phase while delivering a high-growth earnings quarter and confirming its dividend timeline.
Why it mattersThe Rs 150 Cr capex is highly material, representing over 60% of the company's net worth, aimed at addressing the current 100% capacity utilization and modernizing aging infrastructure.
Q1 Net Profit (Standalone): Rs 10.26 CrProposed Capex: Rs 150 CrCapex vs Net Worth: ~64%Capacity Addition: ~75 MTDividend per Share: Rs 0.70Record Date: August 28, 2026
📅 Short termThe stock is likely to react positively to the 90% YoY profit growth and the announcement of a significant growth-oriented capex plan.
📈 Long termThe expansion could structurally re-rate the business if it successfully reduces liquor sector dependence (currently 70%) and improves margins through modernization.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Execution risk for the 12-month expansion timeline
- Potential increase in debt-to-equity ratio from new borrowings
- High client concentration (top 10 customers contribute 65% revenue)
Key Highlights
Q1 FY27 standalone net profit surged 90% YoY to Rs 10.26 Cr from Rs 5.40 Cr in the previous year's quarter.
Approved a Rs 150 Cr investment for modernization and adding ~75 MT capacity to the existing 430 MT base.
Dividend of Rs 0.70 per equity share (70%) confirmed with Record Date fixed as August 28, 2026.
Expansion project is expected to be completed within 12 months, funded via internal accruals and borrowings.
Quarterly EPS improved significantly to Rs 1.91 from Rs 1.00 YoY.
👀 What to Watch
Investors should monitor the execution timeline of the Rs 150 Cr expansion and the resulting impact on debt levels, as the company plans to use borrowings alongside internal accruals.
Rs 150 Cr Capex Approved; Q1 FY27 Net Profit Surges 90% YoY to Rs 10.26 Cr
Haldyn Glass reported a strong Q1 FY27 with net profit rising 90% YoY to Rs 10.26 Cr, driven by improved operational performance. The board has approved a major Rs 150 Cr investment for modernization and a 75 MT capacity expansion, which represents approximately 32% of TTM revenue and 64% of current net worth. A dividend of Rs 0.70 per share was confirmed with a record date of August 28, 2026. Management continuity is secured with the re-appointment of MD Tarun Shetty for three years.
Confidence: HIGH
What changedThe company has committed to a major capacity expansion and modernization program while delivering a sharp increase in quarterly profitability.
Why it mattersThe Rs 150 Cr capex is highly material given the company's Rs 639 Cr market cap and is aimed at diversifying revenue away from the liquor sector (currently 70%) into premium segments like cosmetics.
Q1 FY27 Net Profit: Rs 10.26 CrProposed Capex: Rs 150 CrCapex vs TTM Revenue: ~32.3%Capacity Addition: 75 MTDividend per share: Rs 0.70Record Date: August 28, 2026
📅 Short termThe stock is likely to react positively to the 90% YoY profit growth and the clarity on the dividend record date.
📈 Long termThe Rs 150 Cr expansion could structurally re-rate the business if it successfully reduces dependence on the liquor sector and increases high-margin export/cosmetic revenue.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Execution risk of the 12-month expansion timeline
- High client concentration (top 10 customers contribute 65%)
- Sensitivity to natural gas and furnace oil price volatility
Key Highlights
Net profit for Q1 FY27 increased to Rs 10.26 Cr from Rs 5.40 Cr in the year-ago period.
Approved a significant Rs 150 Cr investment for rebuilding, modernization, and capacity expansion.
Proposed capacity addition of approximately 75 MT to the existing 430 MT base, expected within 12 months.
Confirmed dividend of Rs 0.70 per share (70%) with the record date fixed for August 28, 2026.
Managing Director Tarun Shetty re-appointed for a 3-year term effective August 16, 2026.
👀 What to Watch
Watch for the execution timeline of the Rs 150 Cr expansion and the company's ability to maintain margins amidst fuel price volatility, which accounts for 25% of costs.
Haldyn Glass Q1 Profit Jumps 90% YoY; Announces ₹150 Cr Capacity Expansion
Haldyn Glass reported a strong Q1 FY27 with consolidated net profit rising 90% YoY to ₹10.26 Cr. The company announced a major ₹150 Cr investment for modernization and a 75 MT capacity expansion, representing approximately 32% of its TTM revenue. A dividend of ₹0.70 per share was confirmed with a record date of August 28, 2026. Management continuity is secured with the re-appointment of MD Tarun Shetty and the transition of the founder to a Non-Executive Chairman role.
Confidence: HIGH
What changedThe company has moved from a steady-state operation to a significant growth phase with a major capex announcement and strong quarterly earnings growth.
Why it mattersThe ₹150 Cr capex is substantial relative to the company's ₹234 Cr net worth (64%) and ₹464 Cr TTM revenue (32%), signaling a major push for modernization and volume growth.
Q1 Net Profit: ₹10.26 CrCapex vs TTM Revenue: ~32.3%Capex vs Net Worth: ~64.1%Proposed Capacity Addition: 75 MTDividend per share: ₹0.70Expansion Investment: ₹150 Cr
📅 Short termThe stock is likely to react positively to the 90% YoY profit growth and the growth-oriented capex plan in the coming weeks.
📈 Long termIf successfully executed within 12 months, the expansion and modernization could significantly improve operating margins and support the company's 27.5% expected growth rate.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Execution risk for the ₹150 Cr project
- Potential increase in debt-to-equity ratio due to borrowings for capex
- High revenue concentration in the liquor sector (70%)
Key Highlights
Net profit for Q1 FY27 surged to ₹10.26 Cr, up from ₹5.40 Cr in Q1 FY26.
Approved a ₹150 Cr investment for rebuilding, modernization, and capacity expansion.
Proposed capacity addition of approximately 75 MT to the existing 430 MT base (a 17.4% increase).
Expansion project is expected to be completed within 12 months from August 2026.
Fixed August 28, 2026, as the record date for the ₹0.70 per share (70%) dividend.
👀 What to Watch
Monitor the execution timeline of the ₹150 Cr expansion and the company's progress in diversifying its revenue base away from the liquor sector (currently 70%) into premium segments like cosmetics.
Rs 150 Cr Expansion & Q1 Results: Haldyn Glass to Add 75 MT Capacity
Haldyn Glass reported a strong Q1 FY27 with a net profit of Rs 10.26 Cr, up 40% sequentially from Rs 7.31 Cr in Q4 FY26. The Board approved a major Rs 150 Cr investment for modernization and a 75 MT capacity expansion, which represents approximately 32% of its TTM revenue. The company fixed August 28, 2026, as the record date for a Rs 0.70 per share dividend. Additionally, the Managing Director was re-appointed for 3 years, while the Executive Chairman transitioned to a Non-Executive role.
Confidence: HIGH
What changedThe company has committed to a major capacity expansion and modernization program while reporting strong quarterly earnings growth.
Why it mattersThe Rs 150 Cr investment is substantial relative to the company's Rs 639 Cr market cap and is aimed at diversifying revenue beyond the liquor sector, which currently accounts for 70% of sales.
Expansion Investment: Rs 150 CrInvestment vs TTM Revenue: ~32.3%Proposed Capacity Addition: 75 MTQ1 FY27 Net Profit: Rs 10.26 CrDividend per Share: Rs 0.70Expansion Timeline: 12 months
📅 Short termThe stock is likely to react positively to the sequential profit growth and the announcement of a large-scale expansion project.
📈 Long termThe expansion and modernization could structurally improve the company's scale and efficiency, supporting its goal to reduce liquor sector concentration.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Execution risk of the 12-month expansion timeline
- Potential increase in debt as the project involves borrowings
- High sensitivity to natural gas and furnace oil prices
Key Highlights
Approved a Rs 150 Cr investment for rebuilding, modernization, and capacity expansion, representing ~32% of TTM revenue.
Net profit for Q1 FY27 reached Rs 10.26 Cr, a significant jump from Rs 7.31 Cr in the preceding quarter.
Proposed capacity addition of 75 MT to the existing 430 MT base, expected to be completed within 12 months.
Fixed August 28, 2026, as the record date for the recommended dividend of Rs 0.70 per equity share.
Re-appointed Mr. Tarun Shetty as Managing Director for a 3-year term effective August 16, 2026.
👀 What to Watch
Investors should monitor the execution of the 12-month expansion timeline and observe if the modernization leads to margin expansion from the current 13.5% level.
