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Latest filing: 2026-08-11 16:14
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2 announcements match the current filters (relevance ≥ 5).
Vikram Thermo Q1 Net Profit Jumps 67% YoY to ₹13.28 Cr; Revenue Up 32%
Vikram Thermo India Ltd reported a strong performance for Q1 FY27, with revenue from operations growing 32.4% YoY to ₹37.87 Cr. Net profit saw a substantial surge of 67.2% YoY, reaching ₹13.28 Cr compared to ₹7.94 Cr in the same quarter last year. While revenue remained flat on a sequential basis (+0.26% QoQ), net profit grew 55.9% QoQ, primarily driven by a significant reduction in 'Other Expenditure' which fell to ₹5.74 Cr from ₹9.31 Cr in the preceding March quarter.
Confidence: HIGH
What changedThe company has reported its first-quarter results for FY27, showing significant margin expansion and profit growth despite flat sequential revenue.
Why it mattersThe sharp increase in profitability and EPS (₹4.24 vs ₹2.53 YoY) on a relatively small capital base (₹31.36 Cr) indicates strong operating leverage and efficiency in its specialized Pharma Polymers segment.
Revenue (Q1 FY27): ₹37.87 CrNet Profit (Q1 FY27): ₹13.28 CrYoY Profit Growth: 67.2%QoQ Profit Growth: 55.9%EPS (Q1 FY27): ₹4.24
📅 Short termThe stock is likely to react positively in the short term due to the significant beat in net profit and margin expansion compared to both YoY and QoQ periods.
📈 Long termThe company's focus on high-margin pharma polymers and its strong ROCE (36%) suggest a healthy long-term trajectory, provided it can manage raw material cost volatility.
⚠ Risk flags
- Volatility in petrochemical-based raw material costs
- Significant sequential drop in 'Other Expenditure' needs verification for sustainability
Key Highlights
Revenue from operations increased 32.4% YoY to ₹37.87 Cr from ₹28.60 Cr.
Net profit after tax surged 67.2% YoY to ₹13.28 Cr, up from ₹7.94 Cr.
Earnings Per Share (EPS) for the quarter rose to ₹4.24 from ₹2.53 in Q1 FY26.
Other Expenditure decreased by 38% sequentially to ₹5.74 Cr from ₹9.31 Cr in Q4 FY26.
Total Comprehensive Income for the period stood at ₹13.30 Cr.
👀 What to Watch
Investors should monitor the sustainability of the current 35% net profit margins, specifically checking if the reduction in 'Other Expenditure' is a permanent structural change or a one-time benefit. Watch for updates on the 'DRCOAT' product line expansion which is a key strategic focus.
Vikram Thermo Re-appoints Key Directors for 5-Year Terms; Approves Q1 FY27 Results
Vikram Thermo India Ltd held its board meeting on August 11, 2026, to approve the unaudited financial results for the quarter ended June 30, 2026. The board also approved the re-appointment of Mr. Ankur D Patel and Mr. Dineshkumar Patel as Whole-Time Directors for a five-year term starting August 13, 2026. This leadership continuity is significant for a company with a high ROCE of 36% and TTM revenue of Rs 135 Cr. The meeting also finalized the notice for the 32nd Annual General Meeting and approved the FY26 Cost Audit Report.
Confidence: HIGH
What changedThe company has secured its top management for the next five years and formally approved the first quarter's financial performance for the new fiscal year.
Why it mattersLeadership stability is crucial for the company's R&D-focused 'Polymer Excellence' strategy, especially given the technical expertise of the re-appointed directors in polymer science and production.
Director Re-appointment Term: 5 yearsEffective Date of Re-appointment: 13th August, 2026TTM Revenue: Rs 135 CrTTM Operating Profit Margin: 39.9%Promoter Holding: 66.01%
📅 Short termThe stock may see minor movement based on the specific growth figures in the Q1 FY27 results approved during this meeting.
📈 Long termContinuity in management supports the company's long-term goal of expanding its DRCOAT product line in the pharmaceutical coating segment.
⚠ Risk flags
- Raw material cost volatility (petrochemical-based)
- Global competition in the pharma polymer segment
Key Highlights
Re-appointment of two Whole-Time Directors for a 5-year term effective August 13, 2026.
Approval of unaudited financial results for the quarter ended June 30, 2026.
Notice approved for the 32nd Annual General Meeting (AGM) for the financial year 2025-26.
Company maintains a strong TTM Operating Profit Margin of 39.9% on revenue of Rs 135 Cr.
Board meeting concluded within 20 minutes, starting at 3:30 PM and ending at 3:50 PM.
👀 What to Watch
Investors should review the detailed Q1 FY27 financial statements to assess if the company is maintaining its high 40% operating margins despite potential raw material price volatility.
