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Latest filing: 2026-08-13 19:24
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2 announcements match the current filters (relevance ≥ 5).
Rs 5.18 Cr PAT; Revenue falls 78% YoY as Trading segment revenue hits zero
Terai Tea Company reported a significant 78.6% YoY decline in standalone revenue to Rs 6.23 Cr for Q1 FY27, primarily due to the Trading segment reporting zero revenue compared to Rs 25.83 Cr in the year-ago period. Despite the revenue crash, consolidated net profit remained stable at Rs 5.18 Cr (up 0.4% YoY), heavily supported by 'Other Income' of Rs 4.79 Cr. The core Tea Garden & Manufacturing segment showed growth, with revenue increasing 92% YoY to Rs 6.23 Cr. However, consolidated performance was weighed down by a Rs 1.36 Cr loss from associate companies.
Confidence: HIGH
What changedThe company has effectively halted its high-volume, low-margin trading business this quarter, focusing entirely on its tea garden and manufacturing operations.
Why it mattersWhile the revenue scale has contracted significantly (Q1 revenue is only ~7% of TTM revenue), the shift improves the business mix toward higher-margin core operations, though current profitability is distorted by high other income.
Revenue (Q1 FY27): Rs 6.23 CrRevenue Growth (YoY): -78.6%Consolidated PAT: Rs 5.18 CrOther Income (Standalone): Rs 4.79 CrTrading Segment Revenue: NilRevenue vs TTM Revenue: ~7%
📅 Short termThe stock may see volatility as the market digests the massive revenue drop versus the stable bottom line supported by non-core income.
📈 Long termThe structural shift away from trading could lead to better margins over time, but the company needs to demonstrate consistent growth in its tea manufacturing segment to justify its valuation.
⚠ Risk flags
- High reliance on non-operating income for profitability
- Significant contraction in business scale
- Loss-making associate companies impacting consolidated results
Key Highlights
Standalone revenue plummeted 78.6% YoY to Rs 6.23 Cr from Rs 29.07 Cr in Q1 FY26.
Trading segment revenue fell to zero, down from Rs 25.83 Cr in the same quarter last year.
Tea Garden & Manufacturing revenue grew 92% YoY to Rs 6.23 Cr, now representing 100% of operational revenue.
Other Income of Rs 4.79 Cr accounted for 43.5% of the total standalone income of Rs 11.02 Cr.
Consolidated Net Profit stood at Rs 5.18 Cr, impacted by a Rs 1.36 Cr share of loss from associates.
👀 What to Watch
Investors should monitor whether the cessation of the trading business is a permanent strategic shift and if the core tea garden operations can scale sufficiently to replace lost volumes without relying on non-operating income.
Terai Tea Q1 FY27 PAT Jumps 58% to ₹8.18 Cr Despite 78% Revenue Drop
Terai Tea Company reported a significant shift in its business profile for Q1 FY27, with consolidated revenue falling 78.6% YoY to ₹6.23 Cr as trading activity dropped to zero. Despite the lower top line, consolidated net profit rose 58% YoY to ₹8.18 Cr, driven by a turnaround in the core tea manufacturing segment and high 'Other Income' of ₹4.79 Cr. The quarterly consolidated EPS of ₹11.90 is substantial relative to the current share price of ₹120. The company's core Tea Garden segment turned a profit of ₹2.06 Cr, a sharp recovery from the ₹4.71 Cr loss reported in the preceding March 2026 quarter.
Confidence: HIGH
What changedThe company has effectively exited its high-volume, low-margin trading business (₹0 revenue vs ₹26.65 Cr YoY) to focus on its core tea manufacturing operations.
Why it mattersThe sharp improvement in the bottom line despite a shrinking top line suggests a higher quality of operational earnings in the tea segment, though the heavy reliance on 'Other Income' remains a factor to watch.
Consolidated PAT (Q1 FY27): ₹8.18 CrRevenue Growth (YoY): -78.6%Trading Segment Revenue: ₹0Other Income (Standalone): ₹4.79 CrQuarterly PAT vs Market Cap: ~10%
📅 Short termThe stock is likely to react positively to the strong EPS growth and the operational turnaround in the tea manufacturing segment.
📈 Long termThe long-term outlook depends on the company's ability to grow its core tea business volumes now that the trading revenue has been eliminated.
⚠ Risk flags
- High dependence on Other Income for profitability
- Significant contraction in total business scale (revenue)
- Volatility in tea segment margins
Key Highlights
Consolidated Net Profit increased to ₹8.18 Cr from ₹5.16 Cr in the same quarter last year.
Revenue from operations contracted to ₹6.23 Cr from ₹29.07 Cr YoY due to the cessation of trading revenue.
Tea Garden & Manufacturing segment reported a profit of ₹2.06 Cr vs a loss of ₹4.71 Cr in the previous quarter.
Other Income contributed ₹4.79 Cr to the standalone total income of ₹11.02 Cr.
Consolidated EPS for the quarter stood at ₹11.90, nearly 10% of the current stock price.
👀 What to Watch
Investors should monitor the sustainability of the core tea segment's profitability and investigate the nature of the 'Other Income' to see if it is recurring or a one-off gain.
