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Latest filing: 2026-08-12 19:05
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Note: These are AI-generated, educational summaries of public NSE
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Rs 2.12 Cr PAT: Kabra Drugs (Aanjaay Industries) Reports 546% YoY Revenue Surge in Q1 FY27
Kabra Drugs (now Aanjaay Industries) reported a robust Q1 FY27 with revenue from operations at Rs 46.22 Cr, a massive 546% jump from Rs 7.15 Cr in Q1 FY26. The company posted a net profit of Rs 2.12 Cr, turning around from a loss of Rs 0.50 Cr in the year-ago period. Sequentially, revenue grew 30.5% from Rs 35.41 Cr in the March 2026 quarter. This single quarter's revenue represents nearly 50% of the total TTM revenue, indicating a significant acceleration in business scale.
Confidence: HIGH
What changedThe company has achieved a significant scale-up in quarterly revenue and maintained a clear turnaround from the losses reported in early FY26.
Why it mattersFor a company with a Rs 56 Cr market cap, generating Rs 46 Cr in quarterly revenue is a major milestone, although operating margins remain thin at approximately 6%.
Revenue (Q1 FY27): Rs 46.22 CrNet Profit (Q1 FY27): Rs 2.12 CrYoY Revenue Growth: 546%Revenue vs TTM Revenue: 49.8%Operating Margin: 6.1%
📅 Short termThe stock is likely to react positively to the strong sequential and year-on-year growth and the successful turnaround into profitability.
📈 Long termIf the company can sustain this revenue scale while improving its thin margins, it could lead to a structural re-rating from its current micro-cap status.
⚠ Risk flags
- Low operating margins
- High dependence on trading (stock-in-trade)
- Micro-cap liquidity risks
Key Highlights
Revenue from operations reached Rs 46.22 Cr, up 546% from Rs 7.15 Cr in the same quarter last year
Net profit turned positive at Rs 2.12 Cr compared to a loss of Rs 0.50 Cr in Q1 FY26
Basic EPS for the quarter improved to Rs 0.90 from Rs 0.45 in the preceding March 2026 quarter
Purchases of stock-in-trade stood at Rs 49.03 Cr, indicating a high-volume trading-led business model
👀 What to Watch
Monitor the sustainability of these high-volume trading margins and watch for any further updates on the company's business transition under its new name, Aanjaay Industries.
546% YoY Revenue Growth; Kabra Drugs Reports Rs 2.12 Cr Q1 Profit
Kabra Drugs (now Aanjaay Industries) reported a significant turnaround in Q1 FY27, with revenue surging to Rs 46.22 Cr compared to Rs 7.15 Cr in the same quarter last year. The company posted a net profit of Rs 2.12 Cr, reversing a loss of Rs 0.50 Cr in Q1 FY26. This single quarter's revenue represents approximately 50% of the total TTM revenue of Rs 93 Cr. The results highlight a heavy reliance on stock-in-trade purchases (Rs 49.03 Cr), suggesting a high-volume, low-margin trading business model.
Confidence: HIGH
What changedThe company has achieved a massive scale-up in its quarterly revenue and successfully transitioned from a loss-making position to profitability compared to Q1 of the previous year.
Why it mattersThe scale of operations has expanded dramatically, with Q1 revenue alone reaching nearly half of the previous TTM total, though the business remains focused on low-margin trading rather than manufacturing.
Q1 Revenue: Rs 46.22 CrQ1 Net Profit: Rs 2.12 CrYoY Revenue Growth: 546%Q1 Revenue vs TTM Revenue: 49.7%Stock-in-Trade Purchases: Rs 49.03 Cr
📅 Short termThe stock is likely to react positively to the sharp turnaround and the substantial increase in the scale of operations.
📈 Long termThe long-term outlook depends on the company's ability to maintain these high trading volumes and improve operating margins, which currently remain thin.
⚠ Risk flags
- High reliance on trading (stock-in-trade) rather than manufacturing
- Thin operating margins
- Significant volatility in quarterly performance history
Key Highlights
Revenue from operations increased 546% YoY to Rs 46.22 Cr from Rs 7.15 Cr.
Net profit turned positive at Rs 2.12 Cr compared to a loss of Rs 0.50 Cr in the year-ago period.
Quarterly EPS improved significantly to Rs 0.90 from a negative Rs 0.21.
Purchases of stock-in-trade reached Rs 49.03 Cr, indicating a major scale-up in trading activity.
Total expenses for the quarter stood at Rs 43.45 Cr, driven primarily by procurement costs.
👀 What to Watch
Monitor the sustainability of these high-volume trading revenues in subsequent quarters and check for any shifts in business strategy following the name change to Aanjaay Industries.
