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Latest filing: 2026-08-10 14:48
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Rs 1.40 Cr PAT: Camex Ltd Reports 55% YoY Profit Growth in Q1 FY27
Camex Ltd reported a strong performance for the quarter ended June 30, 2026, with revenue from operations rising 18.8% YoY to Rs 40.83 Cr. Net profit (PAT) saw a significant jump of 55.6% YoY, reaching Rs 1.40 Cr compared to Rs 0.90 Cr in the same period last year. This growth was primarily driven by the Fiber Glass segment, which contributed Rs 1.29 Cr to segment results. However, finance costs doubled to Rs 0.48 Cr, which investors should monitor as the company scales.
Confidence: HIGH
What changedThe company has transitioned from a near-zero profit TTM base to a quarterly profit of Rs 1.40 Cr, driven by improved segment performance.
Why it mattersThe strong start to FY27 suggests a potential turnaround from the stagnant FY23 performance, with the Fiber Glass division emerging as a higher-margin driver than the core Dyes business.
Revenue (Q1 FY27): Rs 40.83 CrPAT (Q1 FY27): Rs 1.40 CrYoY Revenue Growth: 18.8%YoY PAT Growth: 55.6%Quarterly Revenue vs TTM Revenue: ~27.8%
📅 Short termThe stock may see positive momentum in the short term as the market reacts to the substantial YoY growth in profitability.
📈 Long termStructural improvement depends on the company's ability to maintain Fiber Glass margins and manage its debt levels, given the high P/B valuation of 18.0.
⚠ Risk flags
- Sharp increase in finance costs (doubled YoY)
- High valuation (P/B of 18.0)
- Commodity price volatility in the Dyes and Chemicals segment
Key Highlights
Revenue from operations grew 18.8% YoY to Rs 40.83 Cr from Rs 34.37 Cr.
Net Profit (PAT) increased 55.6% YoY to Rs 1.40 Cr from Rs 0.90 Cr.
Fiber Glass segment profit rose to Rs 1.29 Cr, surpassing the Dyes and Chemicals segment result of Rs 1.08 Cr.
Finance costs increased significantly to Rs 0.48 Cr from Rs 0.22 Cr in the year-ago quarter.
Basic EPS improved to Rs 1.37 for the quarter, up from Rs 0.85 YoY.
👀 What to Watch
Monitor the sustainability of the Fiber Glass segment's profitability and track whether the rising finance costs are due to working capital needs or new debt for expansion.
Camex Ltd Q1 FY27 Net Profit Rises 61% YoY to ₹1.40 Cr; Revenue Up 19%
Camex Ltd reported a strong start to FY27 with revenue from operations growing 18.8% YoY to ₹40.83 Cr. Net profit surged 60.9% YoY to ₹1.40 Cr, up from ₹0.87 Cr in the same quarter last year. The Fiber Glass segment emerged as a key driver, contributing ₹1.29 Cr to segment results, outperforming the core Dyes and Chemicals segment (₹1.08 Cr). However, finance costs saw a sharp increase of 116% YoY to ₹0.48 Cr.
Confidence: HIGH
What changedThe company reported its Q1 FY27 financial results, showing a significant improvement in both revenue and profitability compared to the same period last year.
Why it mattersFor a company with near-zero TTM PAT and low operating margins (0.2%), this quarterly performance represents a potential operational turnaround, driven by the Fiber Glass segment.
Revenue (Q1 FY27): ₹40.83 CrNet Profit (Q1 FY27): ₹1.40 CrYoY Revenue Growth: 18.8%YoY Net Profit Growth: 60.9%Fiber Glass Segment Result: ₹1.29 Cr
📅 Short termThe stock may see positive momentum in the short term as the market reacts to the sharp YoY growth in EPS and net profit.
📈 Long termThe structural shift in asset allocation toward the Fiber Glass segment (assets up ~74% YoY) suggests a strategic pivot that could improve long-term profitability if execution remains consistent.
⚠ Risk flags
- Sharp increase in finance costs (116% YoY)
- Commodity price sensitivity in the Dyes and Chemicals segment
- Historically low operating margins
Key Highlights
Revenue from operations increased to ₹40.83 Cr in Q1 FY27 from ₹34.37 Cr in Q1 FY26.
Net profit for the quarter rose to ₹1.40 Cr, a 61% increase over the previous year's ₹0.87 Cr.
Fiber Glass segment assets grew significantly to ₹32.90 Cr from ₹18.94 Cr YoY.
Basic and Diluted EPS improved to ₹1.37 from ₹0.85 YoY.
Finance costs increased to ₹0.48 Cr compared to ₹0.22 Cr in the year-ago period.
👀 What to Watch
Investors should monitor the sustainability of the Fiber Glass segment's margins, which currently exceed the core Dyes and Chemicals business. The sharp rise in finance costs warrants attention to debt levels and interest coverage in upcoming quarters.
