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Latest filing: 2026-08-13 18:58
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Sept 14 Fixed as Record Date for Final Dividend of FY 2025-26
Balmer Lawrie Investments Ltd has scheduled its 25th Annual General Meeting (AGM) for September 21, 2026. The company has fixed September 14, 2026, as the record date to determine shareholder eligibility for the final dividend of FY 2025-26. If approved at the AGM, the dividend will be paid within 30 days. This follows a fiscal year where the company reported a TTM PAT of ₹278 Cr and an EPS of ₹8.04.
Confidence: HIGH
What changedThe company has finalized the administrative timeline for its annual shareholder meeting and the associated dividend distribution process for the previous financial year.
Why it mattersFor a government-controlled NBFC with a relatively low P/E of 8.8, dividend distributions are a primary mechanism for returning value to shareholders. The record date is the critical cutoff for receiving these funds.
Record Date: September 14, 2026AGM Date: September 21, 2026TTM PAT: ₹278 CrMarket Cap: ₹2455 Cr
📅 Short termThe stock price may adjust on the ex-dividend date (typically one business day before the record date) to reflect the dividend payout.
📈 Long termLimited; this is a routine annual procedural filing for a dividend-paying entity.
Key Highlights
Record date for final dividend eligibility fixed as September 14, 2026.
25th Annual General Meeting (AGM) to be held on September 21, 2026, via video conferencing.
Dividend payment to be processed within 30 days of the AGM declaration.
Remote e-voting period scheduled from September 17, 2026, to September 20, 2026.
Cut-off date for sending AGM notice and Annual Report set as August 14, 2026.
👀 What to Watch
Investors should ensure their holdings are in the demat account by the record date of September 14, 2026, to be eligible for the dividend, and monitor the AGM outcome for the specific dividend quantum approval.
Rs 72.59 Cr Q1 Consolidated PAT: Balmer Lawrie Investments Reports 4.6% YoY Profit Growth
Balmer Lawrie Investments Ltd (BLIL) reported a consolidated total income of Rs 761.77 Cr for Q1 FY27, marking a 9.9% increase from Rs 692.94 Cr in the corresponding quarter last year. Consolidated Net Profit rose to Rs 72.59 Cr from Rs 69.41 Cr YoY, reflecting steady operational performance. As a holding company, its standalone revenue (primarily dividends/interest) was lower at Rs 2.54 Cr compared to Rs 2.96 Cr YoY. The consolidated EPS for the quarter improved marginally to Rs 2.05 from Rs 2.01.
Confidence: HIGH
What changedThe company released its unaudited financial results for the first quarter of FY2026-27, showing marginal growth in consolidated profitability and revenue.
Why it mattersAs a Government of India enterprise and a holding company, these results provide a consolidated view of the diversified business segments (Logistics, Packaging, etc.) managed by its subsidiary, which drives the overall valuation.
Consolidated Revenue (Q1 FY27): Rs 761.77 CrConsolidated PAT (Q1 FY27): Rs 72.59 CrConsolidated EPS: Rs 2.05Q1 Revenue vs TTM Revenue: 27.94%Standalone Revenue: Rs 2.54 Cr
📅 Short termThe stock is likely to remain neutral in the short term as the results are largely in line with steady growth expectations without major surprises.
📈 Long termLimited structural change; the long-term value remains tied to the dividend yield and the growth of its subsidiary's diversified business interests.
⚠ Risk flags
- Holding company discount
- Dependency on subsidiary performance
- Limited standalone operational income
Key Highlights
Consolidated Total Income grew 9.9% YoY to Rs 761.77 Cr in Q1 FY27.
Consolidated Net Profit for the period stood at Rs 72.59 Cr, a 4.6% increase over Rs 69.41 Cr in Q1 FY26.
Standalone revenue from operations decreased to Rs 2.54 Cr from Rs 2.96 Cr in the previous year's quarter.
Consolidated EPS for the quarter was reported at Rs 2.05, up from Rs 2.01 YoY.
Total consolidated expenses increased to Rs 681.61 Cr from Rs 618.20 Cr in the same period last year.
👀 What to Watch
Investors should monitor the operational performance and dividend payouts of the underlying subsidiary, Balmer Lawrie & Co. Ltd, as BLIL's value is primarily derived from its holding in that entity.
₹761.77 Cr Q1 Revenue; Balmer Lawrie Investments Reports 9.9% YoY Consolidated Revenue Growth
Balmer Lawrie Investments reported a 9.9% YoY increase in consolidated revenue to ₹761.77 Cr for Q1 FY27. However, consolidated net profit attributable to owners grew only 1.8% YoY to ₹45.49 Cr, as total expenses rose by 10.2% over the same period. As a holding company, its standalone revenue (primarily dividend income) was lower at ₹2.54 Cr compared to ₹2.96 Cr in the previous year's quarter. The results indicate steady top-line growth but significant margin pressure at the consolidated level.
Confidence: HIGH
What changedThe company released its unaudited financial results for the first quarter of FY 2026-27.
Why it mattersAs a government-controlled holding company, its consolidated financials reflect the performance of diverse sectors including industrial packaging, logistics, and lubricants; the marginal profit growth suggests rising operational costs are offsetting revenue gains.
Consolidated Revenue (Q1): ₹761.77 CrConsolidated PAT (Owners): ₹45.49 CrRevenue vs TTM Revenue: ~28%YoY Revenue Growth: 9.9%YoY PAT Growth: 1.8%
📅 Short termThe stock is likely to remain neutral in the short term as the market digests the modest bottom-line growth despite healthy revenue expansion.
📈 Long termLimited structural significance; the company remains a proxy for the operational performance and dividend policy of its main subsidiary.
⚠ Risk flags
- Margin compression at the consolidated level
- Holding company discount
- Dependence on subsidiary dividend income
Key Highlights
Consolidated Revenue from operations grew 9.9% YoY to ₹761.77 Cr from ₹692.95 Cr.
Consolidated Net Profit attributable to owners stood at ₹45.49 Cr, a marginal 1.8% increase from ₹44.66 Cr YoY.
Total Consolidated Expenses increased to ₹681.61 Cr from ₹618.20 Cr in the corresponding previous quarter.
Standalone Net Profit for the holding company decreased to ₹1.65 Cr from ₹1.96 Cr YoY.
Consolidated EPS for the quarter improved slightly to ₹2.05 from ₹2.01 YoY.
👀 What to Watch
Investors should monitor the operating margins of the underlying subsidiary, Balmer Lawrie & Co., as the parent company's performance is entirely dependent on the subsidiary's dividend payouts and consolidated results.
