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Latest filing: 2026-08-13 17:13
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Kabsons Industries Q1 Revenue up 39% YoY to ₹14.11 Cr; Net Profit drops to ₹0.06 Cr
Kabsons Industries reported a 39.1% YoY increase in revenue from operations to ₹14.11 Cr for Q1 FY27 (ended June 30, 2026). Despite the revenue growth, net profit plummeted by 92.9% YoY to just ₹0.06 Cr (₹6.05 Lakhs) compared to ₹0.85 Cr in the year-ago period. This decline is primarily attributed to a sharp rise in purchase costs, which reached ₹13.74 Cr, and a doubling of other expenses. The company managed to return to profitability after a loss of ₹0.62 Cr in the preceding March 2026 quarter.
Confidence: HIGH
What changedThe company has seen a significant scale-up in trading volumes (revenue up 39% YoY) but has suffered a major hit to its bottom line due to rising input costs and operating expenses.
Why it mattersFor a micro-cap company with a ₹38 Cr market cap, the inability to maintain margins despite higher revenue suggests limited pricing power in the LPG trading segment, making it highly sensitive to procurement price volatility.
Revenue (Q1 FY27): ₹14.11 CrNet Profit (Q1 FY27): ₹0.06 CrYoY Revenue Growth: 39.1%Purchase Cost vs Revenue: 97.3%AGM Date: 2026-09-28
📅 Short termThe stock may see neutral to slightly negative sentiment as the market weighs the strong top-line growth against the very thin absolute profit levels.
📈 Long termLimited structural significance unless the company can diversify into higher-margin segments or achieve better economies of scale in its LPG trading business.
⚠ Risk flags
- Severe margin compression
- High procurement cost sensitivity
- Micro-cap liquidity risk
Key Highlights
Revenue from operations increased 39.1% YoY to ₹14.11 Cr from ₹10.14 Cr.
Net profit fell significantly to ₹0.06 Cr from ₹0.85 Cr in the same quarter last year.
Purchase of stock in trade surged to ₹13.74 Cr, representing 97% of revenue from operations.
Other expenses increased by 74% YoY to ₹0.80 Cr from ₹0.46 Cr.
The 34th Annual General Meeting (AGM) is scheduled for September 28, 2026.
👀 What to Watch
Investors should monitor the company's operating margins, which have compressed to near-zero levels (0.3% at the PBT level this quarter). Watch for the management's commentary during the upcoming AGM on September 28 regarding their ability to pass on LPG procurement costs.
Rs 14.11 Cr Revenue in Q1; Net Profit drops 93% YoY to Rs 0.06 Cr
Kabsons Industries reported a 39% YoY increase in revenue to Rs 14.11 Cr for Q1 FY27, up from Rs 10.14 Cr in Q1 FY26. However, net profit plummeted to just Rs 0.06 Cr (Rs 6.05 Lakhs) from Rs 0.85 Cr in the year-ago period, reflecting severe margin compression. Total expenses surged to Rs 14.58 Cr, consuming nearly 99.6% of total income. The company's 34th Annual General Meeting is scheduled for September 28, 2026.
Confidence: HIGH
What changedThe company achieved significant top-line growth but suffered a near-total wipeout of quarterly profits due to rising purchase costs and operating expenses.
Why it mattersFor a micro-cap company with a Rs 38 Cr market cap, the inability to translate a 39% revenue jump into profit highlights a lack of pricing power in its LPG trading business.
Revenue (Q1 FY27): Rs 14.11 CrNet Profit (Q1 FY27): Rs 0.06 CrRevenue vs TTM Revenue: 32.8%Purchase of stock vs Revenue: 97.4%AGM Date: 2026-09-28
📅 Short termThe stock is likely to react negatively to the sharp decline in profitability despite the revenue growth.
📈 Long termLimited structural significance; the company continues to operate as a low-margin trading entity with high sensitivity to procurement costs.
⚠ Risk flags
- Severe margin compression
- High concentration of expenses in trading purchases
- Micro-cap liquidity risk
Key Highlights
Revenue from operations increased 39.1% YoY to Rs 14.11 Cr from Rs 10.14 Cr.
Net profit for the quarter fell to Rs 0.06 Cr compared to Rs 0.85 Cr in the same quarter last year.
Purchase of stock-in-trade stood at Rs 13.74 Cr, representing 97.4% of the quarterly revenue.
Other expenses nearly doubled YoY to Rs 0.80 Cr from Rs 0.46 Cr.
The 34th Annual General Meeting (AGM) is scheduled for September 28, 2026, via video conferencing.
👀 What to Watch
Investors should monitor the company's ability to manage procurement costs and 'Other Expenses', which significantly eroded profitability this quarter. The upcoming AGM on September 28, 2026, may provide clarity on the sustainability of these thin margins.
