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Latest filing: 2026-08-13 17:27
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Note: These are AI-generated, educational summaries of public NSE
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5 announcements match the current filters (relevance ≥ 5).
Bengal & Assam Co Q1 Results: Consolidated PAT drops 18% YoY to Rs 203 Cr
Bengal & Assam Company (BACL) reported a 9.6% YoY increase in consolidated revenue to Rs 657.95 Cr for Q1 FY27. However, consolidated net profit fell 18% YoY to Rs 203.04 Cr, down from Rs 247.45 Cr in Q1 FY26. As a Core Investment Company (CIC), its standalone income remains minimal at Rs 1.34 Cr, as dividend inflows from JK Group subsidiaries typically occur in later quarters. The consolidated performance reflects the underlying results of JK Tyre, JK Lakshmi Cement, and JK Paper.
Confidence: HIGH
What changedThe release of Q1 FY27 results shows a divergence between revenue growth and bottom-line performance, with consolidated profits contracting despite higher top-line figures.
Why it mattersBACL is the primary holding company for the Singhania wing of the JK Group; its consolidated results aggregate the performance of major industrial subsidiaries across tyres, cement, and paper.
Consolidated Revenue: Rs 657.95 CrConsolidated PAT: Rs 203.04 CrYoY PAT Change: -17.9%Consolidated EPS: Rs 175.05Tyre Segment Revenue: Rs 486.88 Cr
📅 Short termThe stock may face pressure in the coming days due to the double-digit decline in consolidated profitability compared to the previous year.
📈 Long termStructural value is tied to the long-term growth of JK Group's core manufacturing assets and the ongoing simplification of the holding structure through amalgamations.
⚠ Risk flags
- High dependency on cyclical industries (Tyres, Cement)
- Concentrated exposure to JK Group entities
- Standalone income is highly seasonal (dividend-dependent)
Key Highlights
Consolidated Revenue from operations increased 9.6% YoY to Rs 657.95 Cr
Consolidated Net Profit attributable to owners declined 18% YoY to Rs 203.04 Cr
Consolidated EPS for the quarter stood at Rs 175.05, compared to Rs 216.39 in the year-ago period
Tyre segment revenue dominated the consolidated mix at Rs 486.88 Cr
Standalone Net Profit remained negligible at Rs 11.41 Lakhs
👀 What to Watch
Watch for the individual earnings quality of JK Tyre and JK Lakshmi Cement, as their dividend-paying capacity and market valuations directly drive BACL's Net Asset Value (NAV).
Rs 214.7 Cr Q1 PAT; Bengal & Assam Co Reports 23.8% YoY Profit Decline
Bengal & Assam Company Ltd (BACL) reported a consolidated net profit of Rs 214.70 Cr for Q1 FY27, representing a 23.8% decline from Rs 281.77 Cr in the year-ago period. While consolidated revenue from operations grew 10.4% YoY to Rs 632.96 Cr, standalone revenue (primarily dividend income) fell sharply by 41.6% to Rs 133.55 Cr. The bottom line remains heavily dependent on the performance of JK Group associates, which contributed Rs 186.31 Cr to the consolidated profit. Consolidated EPS for the quarter decreased to Rs 175.05 from Rs 216.39 YoY.
Confidence: HIGH
What changedThe company reported its Q1 FY27 results showing a significant contraction in net profit despite a marginal increase in consolidated revenue.
Why it mattersAs a Core Investment Company (CIC) for the JK Group, BACL's financial health is a direct proxy for the dividend-paying capacity and profitability of major industrial entities like JK Tyre and JK Lakshmi Cement.
Consolidated PAT (Q1): Rs 214.70 CrYoY PAT Growth: -23.8%Standalone Revenue (Q1): Rs 133.55 CrShare of Associate Profits: Rs 186.31 CrConsolidated EPS: Rs 175.05Q1 Revenue vs TTM Revenue: ~25.5%
📅 Short termThe stock may face short-term pressure due to the double-digit decline in year-on-year profitability and the sharp drop in standalone income.
📈 Long termLong-term value is tied to the structural consolidation of the JK Group and the commodity cycles affecting its cement and paper businesses.
⚠ Risk flags
- High concentration risk as income depends on dividend payouts from a few group companies
- Exposure to cyclical industries like Cement and Tyres
- Significant portion of profit derived from non-controlled associates
Key Highlights
Consolidated Net Profit fell 23.8% YoY to Rs 214.70 Cr in Q1 FY27.
Standalone Revenue from operations dropped 41.6% YoY to Rs 133.55 Cr, reflecting lower dividend inflows.
Share of profit from associates (JK Tyre, JK Lakshmi Cement, JK Paper) contributed Rs 186.31 Cr to consolidated earnings.
Consolidated Total Income for the quarter stood at Rs 657.95 Cr, up 9.6% from Rs 600.40 Cr YoY.
Consolidated EPS declined to Rs 175.05 compared to Rs 216.39 in the corresponding quarter of the previous year.
👀 What to Watch
Investors should monitor the individual quarterly results of JK Tyre, JK Lakshmi Cement, and JK Paper, as these associates drive the majority of BACL's consolidated profitability and valuation.
Rs 203 Cr Consolidated PAT in Q1 FY27; Revenue up 9.6% YoY
Bengal & Assam Company Ltd (BACL) reported a consolidated net profit of Rs 203.04 Cr for Q1 FY27, representing a 17.9% decline from Rs 247.45 Cr in Q1 FY26. Consolidated revenue from operations grew 9.6% YoY to Rs 657.95 Cr, up from Rs 600.40 Cr. Standalone performance remained steady with a net profit of Rs 114.14 Cr, primarily supported by dividend income of Rs 136.80 Cr. The consolidated results reflect the performance of major JK Group associates including JK Tyre, JK Lakshmi Cement, and JK Paper.
Confidence: HIGH
What changedThe company reported its Q1 FY27 financial results, showing a growth in top-line revenue but a contraction in consolidated bottom-line profit compared to the previous year.
Why it mattersAs a Core Investment Company (CIC) for the JK Group, BACL's financial health is a proxy for the aggregate performance of the group's industrial interests in tyres, cement, and paper.
Consolidated PAT (Q1 FY27): Rs 203.04 CrConsolidated Revenue (Q1 FY27): Rs 657.95 CrStandalone Dividend Income: Rs 136.80 CrConsolidated EPS: Rs 175.05Market Cap: Rs 7244 Cr
📅 Short termThe stock may experience neutral to slightly negative pressure in the short term due to the 17.9% YoY decline in consolidated net profit.
📈 Long termLong-term value is driven by the cyclical recovery in the cement and auto (tyre) sectors and the ongoing structural simplification of the JK Group holding hierarchy.
⚠ Risk flags
- High concentration risk as 90% of standalone income is derived from group company dividends
- Exposure to cyclical commodity prices (rubber, coal) through subsidiaries
Key Highlights
Consolidated revenue from operations increased 9.6% YoY to Rs 657.95 Cr.
Consolidated Net Profit for the quarter stood at Rs 203.04 Cr vs Rs 247.45 Cr YoY.
Standalone dividend income contributed Rs 136.80 Cr to the total standalone income of Rs 141.28 Cr.
Consolidated EPS decreased to Rs 175.05 from Rs 216.39 in the corresponding quarter of the previous year.
The Tyre segment remained the largest revenue contributor at Rs 486.88 Cr on a consolidated basis.
👀 What to Watch
Investors should monitor the quarterly earnings of underlying JK Group entities (JK Tyre, JK Lakshmi Cement, and JK Paper), as BACL's consolidated profitability and dividend income are directly tied to their performance.
Rs 50 Dividend and FY26 Annual Report: Bengal & Assam Company Ltd to Shift Registered Office
Bengal & Assam Company Ltd (BACL) has released its 79th Annual Report, confirming a dividend of Rs 50 per share (500% on face value) for FY26. The company reported a consolidated PAT of Rs 843.40 Cr, largely driven by its role as the primary investment vehicle for the JK Group. A key administrative update is the proposed shifting of the registered office from West Bengal to Haryana, which is currently awaiting regulatory approval from the Regional Director. The company also highlighted ongoing litigation regarding disputed trade receivables totaling approximately Rs 23.4 Cr from government seed corporations.
Confidence: HIGH
What changedThe company has formalized its FY26 financial results, set the AGM for September 8, 2026, and is progressing with a structural move of its registered office to Haryana.
Why it mattersAs a Core Investment Company (CIC), BACL's financial health is a proxy for the JK Group's industrial performance. The dividend provides a modest yield, while the office relocation suggests a consolidation of administrative functions closer to the group's northern operations.
Dividend per share: Rs 50Consolidated PAT (FY26): Rs 843.40 CrDividend Outgo: Rs 57.02 CrDividend Yield: 0.81%Record Date: 2026-09-01
📅 Short termThe stock may see minor interest leading up to the September 1 record date for the Rs 50 dividend.
📈 Long termLong-term value is tied to the market valuation of its quoted holdings (JK Tyre, JK Lakshmi Cement, etc.) and the successful amalgamation of Southern Puplings and Umang Dairies.
⚠ Risk flags
- High concentration risk (90% income from group dividends)
- Ongoing litigation for trade receivables (~Rs 23.4 Cr)
- Cyclicality of underlying industries (Cement, Tyres, Paper)
Key Highlights
Recommended a dividend of Rs 50 per equity share (500%) for the financial year ended March 31, 2026.
Reported a consolidated Profit After Tax (PAT) of Rs 843.40 Cr for FY26 compared to Rs 755 Cr in FY25.
Total dividend outgo for the year is fixed at Rs 57.02 Cr, representing a payout ratio of ~6.7% of consolidated PAT.
Disputed trade receivables include Rs 18.23 Cr from Rajasthan State Seed Corporation and Rs 5.17 Cr from UP Seed Development Corporation.
Standalone PAT for FY26 was Rs 119.77 Cr, reflecting the dividend income received from group companies.
👀 What to Watch
Investors should track the performance of underlying JK Group companies (JK Tyre, JK Lakshmi Cement, JK Paper) as 90% of BACL's standalone income is derived from their dividends. The record date for the Rs 50 dividend is September 1, 2026.
Rs 50 Dividend and 79th AGM Scheduled; CEO Re-appointment Proposed
Bengal & Assam Company Ltd (BACL) has issued the notice for its 79th Annual General Meeting (AGM) to be held on September 8, 2026. The company has confirmed a dividend of Rs 50 per equity share (500% of face value) for FY26, with a record date of September 1, 2026. Key agenda items include the re-appointment of Upendra Kumar Gupta as CEO and CFO for a three-year term starting July 1, 2026. As a Core Investment Company, BACL's outlook remains tied to the performance of its JK Group holdings in the tyre, cement, and paper sectors.
Confidence: HIGH
What changedThe company has formalized the schedule for its 79th AGM and set the record date for its annual dividend payout.
Why it mattersThe announcement confirms a significant cash return to shareholders and ensures management continuity for the next three years, which is critical for overseeing the ongoing amalgamation of group entities.
Dividend per share: Rs 50Dividend Yield (approx): 0.81%Record Date: September 1, 2026CEO Re-appointment Term: 3 yearsTTM PAT: Rs 844 Cr
📅 Short termThe stock may experience price adjustments and volume interest leading up to the September 1 record date for the Rs 50 dividend.
📈 Long termLong-term value depends on the successful consolidation of JK Group holdings and the cyclical recovery of the automotive and construction sectors.
⚠ Risk flags
- High revenue concentration in dividend income from cyclical group companies
- Indirect exposure to commodity price volatility (rubber, coal)
Key Highlights
Recommended dividend of Rs 50 per equity share of Rs 10 each (500% payout).
Record date for dividend eligibility fixed as September 1, 2026.
Proposed re-appointment of Upendra Kumar Gupta as CEO and CFO for a 3-year term effective July 1, 2026.
Secretarial Auditor remuneration set at Rs 60,000 per annum for the first year of a 5-year term.
TTM PAT stands at Rs 844 Cr against a market cap of Rs 7,235 Cr, reflecting a P/E of 8.6.
👀 What to Watch
Investors should track the performance of JK Group entities like JK Tyre and JK Lakshmi Cement, as dividend income from these holdings drives BACL's standalone revenue. The record date for the Rs 50 dividend is September 1, 2026.
