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Latest filing: 2026-08-14 18:53
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2 announcements match the current filters (relevance ≥ 5).
BDH Industries Q1 FY27 Net Profit Rises 48.6% YoY to ₹2.72 Cr; Revenue Up 20.2% to ₹22.38 Cr
BDH Industries reported standalone unaudited financial results for Q1 FY27 (quarter ended June 30, 2026). Revenue from operations grew 20.2% YoY to ₹22.38 Cr compared to ₹18.62 Cr in Q1 FY26, though declining sequentially from ₹29.03 Cr in Q4 FY26. Operating profit increased to ₹3.47 Cr from ₹2.12 Cr in the year-ago period. Net profit increased 48.6% YoY to ₹2.72 Cr (vs ₹1.83 Cr in Q1 FY26), resulting in a quarterly EPS of ₹4.73.
Confidence: HIGH
What changedBDH Industries formally approved and released its Q1 FY27 unaudited standalone earnings showing significant YoY profit expansion.
Why it mattersThe earnings demonstrate robust operational delivery and margin expansion in line with the company's formulation-focused growth strategy.
Revenue (Q1 FY27): ₹22.38 CrNet Profit (Q1 FY27): ₹2.72 CrOperating Profit (Q1 FY27): ₹3.47 CrEPS (Q1 FY27): ₹4.73YoY Net Profit Growth: 48.6%
📅 Short termThe strong YoY earnings uptick is likely to be viewed favorably, balancing the sequential decline from Q4 FY26.
📈 Long termSustained performance relies on executing organic formulation capacity additions and expanding international market penetration.
⚠ Risk flags
- High historical client concentration with IPCA Laboratories (accounting for ~47% of revenue in FY23).
- Export market vulnerability to geopolitical and supply chain disruptions.
Key Highlights
Q1 FY27 standalone revenue reached ₹22.38 Cr, an increase of 20.2% YoY from ₹18.62 Cr.
Operating profit grew to ₹3.47 Cr compared to ₹2.12 Cr in Q1 FY26.
Net profit stood at ₹2.72 Cr, up 48.6% YoY against ₹1.83 Cr in Q1 FY26.
Standalone quarterly EPS was reported at ₹4.73 compared to ₹3.18 in the year-ago period.
👀 What to Watch
Track whether quarterly margins remain stable in subsequent quarters and observe any progress on planned manufacturing capex.
BDH Industries Q1 FY27 PAT Rises 48.8% YoY to ₹2.72 Cr; Revenue Up 20.2% to ₹22.38 Cr
BDH Industries approved its unaudited standalone financial results for Q1 FY27 (quarter ended June 30, 2026). Revenue for the quarter grew 20.2% YoY to ₹22.38 cr compared to ₹18.62 cr in Q1 FY26. Net profit rose 48.8% YoY to ₹2.72 cr from ₹1.83 cr in the prior-year period, supported by operating profit expanding to ₹3.47 cr from ₹2.12 cr. On a sequential basis, revenue moderated from ₹29.03 cr in Q4 FY26, while net profit remained relatively resilient against ₹2.88 cr.
Confidence: HIGH
What changedBDH Industries reported its Q1 FY27 financial performance showing strong YoY bottom-line growth.
Why it mattersDemonstrates operating leverage and pricing stability in specialized formulation segments despite sequential top-line seasonal moderation.
Revenue (Q1 FY27): ₹22.38 crNet Profit (Q1 FY27): ₹2.72 crOperating Profit (Q1 FY27): ₹3.47 crEPS (Q1 FY27): ₹4.73YoY PAT Growth: 48.8%
📅 Short termEarnings show healthy YoY margin expansion, which is likely to keep short-term sentiment steady, though sequential revenue declined from ₹29.03 cr in Q4 FY26.
📈 Long termLong-term value creation hinges on ongoing debt-funded capacity expansion in tablets/injectables and reducing single-client dependency.
⚠ Risk flags
- Customer concentration risk remains high (historically major exposure to IPCA Laboratories)
- Export volatility and extended debtor cycles (122 days in recent years)
Key Highlights
Q1 FY27 net profit rose 48.8% YoY to ₹2.72 cr from ₹1.83 cr in Q1 FY26
Revenue for the quarter increased 20.2% YoY to ₹22.38 cr vs ₹18.62 cr in Q1 FY26
Operating profit improved to ₹3.47 cr from ₹2.12 cr in the corresponding quarter last year
Board meeting concluded on 14th August 2026 (5:00 PM to 6:00 PM) with an unqualified Limited Review Report
👀 What to Watch
Track export demand recovery and sustainability of margins across subsequent quarters, alongside monitoring client concentration developments with major buyers like IPCA Laboratories.