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Latest filing: 2026-08-10 12:37
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2 announcements match the current filters (relevance ≥ 5).
Polylink Polymers Q1 PAT Surges 124% YoY to ₹0.42 Cr on 13.5% Revenue Growth
Polylink Polymers India Ltd reported a positive start to FY27 with total revenue reaching ₹23.50 Cr, a 13.5% increase compared to ₹20.71 Cr in Q1 FY26. Net profit saw a significant jump of 124% YoY to ₹0.42 Cr, supported by revenue growth and a transition to a lower corporate tax regime. The company adopted a concessional tax rate of 25.17% under the Finance Act 2026, resulting in a one-time deferred tax reversal of ₹9.88 lakh. While YoY performance is strong, profitability declined sequentially from ₹0.61 Cr in Q4 FY26.
Confidence: HIGH
What changedThe company has reported its first-quarter results for FY27 and officially transitioned to a lower corporate tax rate of 25.17%.
Why it mattersFor a micro-cap company with historically thin operating margins (3.3%), the combination of double-digit revenue growth and tax savings significantly boosts bottom-line profitability.
Revenue (Q1 FY27): ₹23.45 CrNet Profit (Q1 FY27): ₹0.42 CrRevenue vs TTM Revenue: 27.6%New Effective Tax Rate: 25.17%Deferred Tax Reversal: ₹9.88 lakhMaterial Cost as % of Revenue: 77.8%
📅 Short termThe stock may see positive sentiment due to the sharp YoY growth in net profit and the successful transition to a lower tax bracket.
📈 Long termLimited structural change; the company remains a small-scale player in the petrochemical space with low ROCE (5.3%), requiring sustained margin expansion for a re-rating.
⚠ Risk flags
- High raw material price sensitivity
- Thin operating margins
- Micro-cap liquidity risk
Key Highlights
Total Revenue from operations grew 13.5% YoY to ₹23.45 Cr from ₹20.66 Cr.
Net Profit increased by 124.5% YoY to ₹0.42 Cr compared to ₹0.19 Cr in the previous year's quarter.
Cost of materials consumed stood at ₹18.26 Cr, accounting for 77.8% of total revenue.
Adoption of a new tax regime reduced the applicable tax rate to 25.17% from 27.62%.
Earnings Per Share (EPS) improved to ₹0.19 from ₹0.08 in the year-ago period.
👀 What to Watch
Investors should monitor if the company can maintain this revenue momentum to offset high raw material costs, which remain the largest expense head. The impact of the lower tax regime on full-year PAT margins will be a key metric to track in upcoming quarters.
Polylink Polymers Q1 FY27: Revenue up 14% YoY to ₹23.27 Cr, PAT grows 121% YoY
Polylink Polymers reported a 14.3% YoY increase in revenue to ₹23.27 Cr for the quarter ended June 30, 2026. Net profit surged 121% YoY to ₹0.42 Cr, significantly higher than the ₹0.19 Cr reported in the same period last year. The bottom line was supported by a deferred tax reversal of ₹9.88 lakh as the company adopted a new concessional tax regime of 25.17%. However, on a sequential basis, net profit declined from ₹0.61 Cr in the March 2026 quarter.
Confidence: HIGH
What changedThe company reported its Q1 FY27 financial results and transitioned to a lower corporate tax regime, resulting in a one-time tax benefit.
Why it mattersFor a micro-cap company with a ₹48 Cr market cap, triple-digit YoY profit growth is a significant signal, although the absolute profit remains small at ₹0.42 Cr. The lower tax rate will structurally benefit future earnings.
Revenue (Q1 FY27): ₹23.27 CrNet Profit (Q1 FY27): ₹0.42 CrYoY Revenue Growth: 14.3%New Effective Tax Rate: 25.17%Deferred Tax Reversal: ₹9.88 lakh
📅 Short termThe stock may see positive interest due to the strong YoY profit jump and the tax-related boost to the bottom line.
📈 Long termLimited; while the tax benefit is structural, the company operates with very low margins in a competitive petrochemical segment, requiring sustained volume growth to re-rate.
⚠ Risk flags
- Low operating margins
- Sequential decline in net profit
- Micro-cap liquidity risk
Key Highlights
Revenue from operations increased 14.3% YoY to ₹23.27 Cr from ₹20.36 Cr.
Net profit grew 121% YoY to ₹0.42 Cr, though it fell 31% sequentially from ₹0.61 Cr.
Adopted new concessional tax regime under Section 200 of IT Act, reducing tax rate to 25.17% from 27.62%.
Recognized a one-time net reversal of deferred tax liabilities amounting to ₹9.88 lakh.
Appointed M/s. Ankit Vageriya & Associates as Secretarial Auditor for a 5-year term (FY27-FY31).
👀 What to Watch
Investors should monitor if the company can maintain its YoY growth momentum and improve its thin operating margins, which stood at approximately 3.9% this quarter. The upcoming AGM on September 28, 2026, will be a key event for further management commentary.
