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Latest filing: 2026-08-11 13:24
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Note: These are AI-generated, educational summaries of public NSE
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25% PAT Growth in Q1; Revenue up 31% YoY to ₹52.57 Cr
Dolfin Rubbers reported a strong start to the fiscal year with Q1 FY27 revenue growing 30.7% YoY to ₹52.57 Cr. Net profit increased by 25.5% YoY to ₹1.97 Cr, despite a significant surge in raw material costs which rose to ₹40.44 Cr from ₹22.80 Cr in the year-ago period. The company maintained sequential growth as well, with revenue up 8.2% and PAT up 20.9% compared to the March 2026 quarter. No dividend was recommended for the quarter.
Confidence: HIGH
What changedThe company has achieved a record quarterly revenue of ₹52.57 Cr, surpassing its previous high of ₹48.6 Cr in March 2026.
Why it mattersThe strong top-line growth suggests successful market penetration in the 2/3 wheeler segment, though the high raw material cost ratio indicates limited pricing power to fully offset input inflation.
Revenue (Q1 FY27): ₹52.57 CrNet Profit (Q1 FY27): ₹1.97 CrYoY Revenue Growth: 30.7%YoY PAT Growth: 25.5%Raw Material Cost % of Revenue: 76.9%Q1 Revenue vs TTM Revenue: ~31%
📅 Short termThe stock may see positive sentiment due to robust YoY and QoQ growth in both revenue and profitability.
📈 Long termIf the company maintains this quarterly run rate, it is on track to significantly exceed its FY26 revenue of ₹170 Cr, potentially leading to a re-rating if margins stabilize.
⚠ Risk flags
- High raw material cost sensitivity
- Competitive intensity from larger tyre players
- Low promoter holding (37.7%)
Key Highlights
Revenue from operations increased 30.7% YoY to ₹52.57 Cr from ₹40.23 Cr.
Net profit grew 25.5% YoY to ₹1.97 Cr compared to ₹1.57 Cr in Q1 FY26.
Raw material consumption costs surged to ₹40.44 Cr, accounting for 76.9% of total revenue.
Earnings Per Share (EPS) improved to ₹1.96 from ₹1.57 in the corresponding previous quarter.
Total expenses rose 30.7% YoY to ₹50.09 Cr, matching the pace of revenue growth.
👀 What to Watch
Monitor the trend in raw material prices (synthetic rubber and carbon black) as they currently consume over 75% of revenue. Investors should watch if the company can sustain this 30%+ growth rate in the 2/3 wheeler replacement market in upcoming quarters.
Dolfin Rubbers Q1 Results: Revenue up 31% YoY to ₹52.57 Cr, PAT rises 25% to ₹1.97 Cr
Dolfin Rubbers reported a strong start to the new fiscal year with Q1 FY27 revenue growing 30.7% YoY to ₹52.57 Cr, surpassing its previous quarterly run rate of ₹40-48 Cr. Net profit increased by 25.5% YoY to ₹1.97 Cr, showing resilient performance despite a significant rise in raw material costs which reached ₹40.44 Cr. The company achieved a sequential (QoQ) profit growth of 20.9% compared to the March 2026 quarter. No dividend was recommended for the period.
Confidence: HIGH
What changedThe company has significantly scaled its quarterly revenue from a previous average of ~₹42 Cr to over ₹52 Cr, representing a step-up in operational scale.
Why it mattersFor a small-cap company with a ₹162 Cr market cap, maintaining 30%+ top-line growth is critical for valuation re-rating, especially as it operates in the competitive 2/3 wheeler replacement market.
Revenue (Q1 FY27): ₹52.57 CrNet Profit (Q1 FY27): ₹1.97 CrYoY Revenue Growth: 30.7%Material Cost as % of Revenue: 76.9%EPS (Q1 FY27): ₹1.96
📅 Short termThe stock may see positive momentum in the short term as the results show both YoY and QoQ growth in revenue and profitability.
📈 Long termIf the company maintains this growth trajectory, it is on track to significantly exceed its FY26 annual revenue of ₹170 Cr, though high material cost sensitivity remains a structural risk.
⚠ Risk flags
- High raw material cost concentration
- Low promoter holding (37.7%)
- Competitive pressure from larger tyre manufacturers
Key Highlights
Revenue from operations increased 30.7% YoY to ₹52.57 Cr from ₹40.23 Cr in June 2025.
Net profit for the quarter rose to ₹1.97 Cr, up from ₹1.57 Cr in the corresponding quarter last year.
Cost of materials consumed surged to ₹40.44 Cr, representing approximately 77% of total revenue.
Earnings Per Share (EPS) for the quarter improved to ₹1.96 from ₹1.57 YoY.
Total expenses for the quarter stood at ₹50.09 Cr against ₹38.31 Cr in the previous year's June quarter.
👀 What to Watch
Investors should monitor if the company can sustain this new quarterly revenue baseline of >₹50 Cr and watch for any margin compression if raw material prices (synthetic rubber and carbon black) continue to rise.
25.5% PAT Growth: Dolfin Rubbers Reports Rs 1.97 Cr Net Profit in Q1 FY27
Dolfin Rubbers reported a strong start to FY27, with revenue from operations growing 30.7% YoY to Rs 52.57 Cr. Net profit for the quarter increased by 25.5% YoY to Rs 1.97 Cr, up from Rs 1.57 Cr in the same period last year. The company's operating performance improved, with an estimated EBITDA margin of approximately 6.3%, surpassing its TTM average of 5.3%. Despite the growth, raw material costs remain high, consuming nearly 77% of total revenue.
Confidence: HIGH
What changedDolfin Rubbers has transitioned into a higher revenue bracket, reporting its highest quarterly revenue in recent periods at Rs 52.57 Cr.
Why it mattersThe results indicate strong demand in the 2/3 wheeler replacement market and improved operational efficiency, which is critical for a small-cap player with a thin 3.5% net profit margin.
Revenue (Q1 FY27): Rs 52.57 CrNet Profit (Q1 FY27): Rs 1.97 CrYoY Revenue Growth: 30.7%YoY PAT Growth: 25.5%Material Cost to Revenue: 76.9%Q1 Revenue vs TTM Revenue: 30.9%
📅 Short termThe stock may see positive momentum as the earnings reflect both top-line and bottom-line growth exceeding historical averages.
📈 Long termStructural growth depends on the company's ability to scale its 5 Lakh tyre capacity and manage input cost risks in a highly competitive tyre industry dominated by large players.
⚠ Risk flags
- High raw material cost sensitivity
- Small-cap liquidity risk
- Intense competition from top 10 industry players
Key Highlights
Revenue from operations increased 30.7% YoY to Rs 52.57 Cr from Rs 40.23 Cr.
Net profit rose 25.5% YoY to Rs 1.97 Cr, compared to Rs 1.57 Cr in Q1 FY26.
Cost of materials consumed stood at Rs 40.44 Cr, accounting for 76.9% of revenue.
Basic and Diluted EPS improved to Rs 1.96 from Rs 1.57 YoY.
Finance costs were contained at Rs 0.34 Cr, representing only 0.6% of revenue.
👀 What to Watch
Investors should monitor the sustainability of the current revenue run rate, which now exceeds Rs 200 Cr annually. Key focus areas include the impact of synthetic rubber price volatility on margins and the company's ability to maintain market share against larger industry players.
