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Latest filing: 2026-08-11 15:47
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Shri Bajrang Alliance Q1 FY27: Revenue Jumps 98% QoQ to Rs 93.23 Cr; Associate Divested
Shri Bajrang Alliance reported a sharp recovery in Q1 FY27, with consolidated revenue reaching Rs 93.23 Cr, a 98.4% increase over the previous quarter's Rs 47.0 Cr. Consolidated Net Profit stood at Rs 11.82 Cr, which includes a Rs 1.62 Cr profit contribution from an associate. The company completed the divestment of its stake in Shri Bajrang Chemical Distillery LLP on June 26, 2026. While the top-line growth is strong, the company continues to operate with thin margins in its core steel business.
Confidence: HIGH
What changedThe company reported a significant sequential revenue rebound and finalized the divestment of a non-core chemical associate.
Why it mattersThe sharp revenue increase suggests a return to normal operations after two weak quarters, though the divestment of a profitable associate may slightly tighten consolidated margins in the future.
Revenue (Q1 FY27): Rs 93.23 CrNet Profit (Consolidated): Rs 11.82 CrQoQ Revenue Growth: 98.4%Associate Profit Share: Rs 1.62 CrRevenue vs TTM Revenue: 34.5%
📅 Short termThe stock may see positive momentum as the revenue figures show a strong bounce-back from the previous quarter's lows.
📈 Long termThe company's structural focus remains on iron and steel products; long-term value will depend on improving the thin 1.5% operating margins and managing the Rs 104 Cr debt.
⚠ Risk flags
- Low operating profit margins (1.5%)
- High debt (Rs 104 Cr) relative to market capitalization (Rs 157 Cr)
- Loss of future profit share from the divested chemical associate
Key Highlights
Consolidated Revenue for Q1 FY27 stood at Rs 93.23 Cr, representing approximately 34.5% of the total TTM revenue.
Consolidated Net Profit reached Rs 11.82 Cr for the quarter ended June 30, 2026.
Divested investment in Shri Bajrang Chemical Distillery LLP effective June 26, 2026.
Share of profit from the divested associate contributed Rs 1.62 Cr to the consolidated bottom line for the period.
Standalone EPS for the quarter was reported at Rs 11.33, while Consolidated EPS stood at Rs 13.13.
👀 What to Watch
Monitor the sustainability of the revenue recovery in the coming quarters and observe how the divestment of the chemical associate impacts consolidated profitability in the absence of its profit share.
Shri Bajrang Alliance Approves Q1 FY27 Results; Divests Stake in Chemical Distillery LLP
Shri Bajrang Alliance approved its unaudited standalone and consolidated financial results for the quarter ended June 30, 2026. A significant development is the divestment of the company's investment in Shri Bajrang Chemical Distillery LLP, effective June 26, 2026. The consolidated results include a profit share of ₹1.62 crore from this associate for the period prior to divestment. Given the company's TTM revenue of ₹270 crore and low operating margins of 1.5%, the impact of this divestment on the overall capital structure is noteworthy.
Confidence: HIGH
What changedThe company has officially approved its Q1 FY27 results and exited its investment in Shri Bajrang Chemical Distillery LLP.
Why it mattersThe divestment simplifies the group structure and contributed ₹1.62 crore to the quarterly profit, which is significant relative to the typically thin operating margins (1.5%) of the core steel business.
Associate Profit Share (Pre-divestment): ₹162.13 lakhsDivestment Effective Date: June 26, 2026TTM Revenue: ₹270 crOperating Profit Margin (TTM): 1.5%Market Cap: ₹163 cr
📅 Short termThe stock may see neutral to slightly positive movement as the market processes the Q1 earnings and the impact of the divestment on the bottom line.
📈 Long termThe company's long-term outlook depends on improving its low ROCE (1.0%) and operating margins in the competitive iron and steel sector, as one-off divestments provide only temporary boosts.
⚠ Risk flags
- Low operating margins (1.5%)
- Divestment of a profit-contributing associate
- Low ROCE of 1.0%
Key Highlights
Divestment of investment in Shri Bajrang Chemical Distillery LLP completed effective June 26, 2026
₹162.13 lakhs recognized as share of profit from the divested associate in Q1 FY27 consolidated results
Board meeting conducted and concluded within 30 minutes (15:00 to 15:30 IST) on August 11, 2026
Company maintains a promoter holding of 63.96% as of June 2026
TTM Revenue stands at ₹270 crore with a TTM PAT of ₹44 crore
👀 What to Watch
Investors should review the full Q1 balance sheet to identify the cash proceeds from the divestment and how they are utilized (debt reduction vs. working capital). Monitor if the core steel business shows margin improvement beyond this one-off associate profit.
