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Latest filing: 2026-08-08 15:40
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📊 Last 7 days — analysed filings by sentiment
Note: These are AI-generated, educational summaries of public NSE
filings — grounded in each document, but not investment advice and possibly incomplete.
Verify against the original filing and consult a SEBI-registered adviser before acting.
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Beardsell Q1 FY27: Revenue up 10% to ₹72.2 Cr; PAT declines 22% to ₹2.26 Cr
Beardsell reported a 9.9% YoY revenue growth to ₹72.20 Cr for Q1 FY27, primarily driven by its core insulation segment. However, net profit declined 22% YoY to ₹2.26 Cr, down from ₹2.90 Cr in the same quarter last year, as raw material costs surged by 23.5% to ₹48.70 Cr. The company has fixed September 21, 2026, as the record date for a final dividend of ₹0.10 per share. Operating margins faced pressure, with material costs consuming 67.4% of revenue compared to 60% in the previous year's quarter.
Confidence: HIGH
What changedBeardsell released its Q1 FY27 financial results, showing top-line growth but bottom-line contraction, and finalized the dividend record date.
Why it mattersThe results highlight the company's sensitivity to petroleum-linked raw material prices despite steady demand in the insulation segment, which accounts for nearly all revenue.
Q1 Revenue: ₹72.20 CrQ1 PAT: ₹2.26 CrMaterial Cost as % of Revenue: 67.4%Dividend per share: ₹0.10Record Date: 21st September 2026
📅 Short termThe stock may see neutral to slightly negative sentiment due to the 22% PAT decline, though the dividend record date provides a minor near-term anchor.
📈 Long termLong-term growth is tied to the planned EPS capacity expansion and the strategy to focus on high-margin AMC services for PSUs.
⚠ Risk flags
- Raw material price volatility (crude-linked EPS resins)
- Margin compression due to inability to pass on costs
- High industry fragmentation
Key Highlights
Revenue from operations increased 9.9% YoY to ₹72.20 Cr in Q1 FY27.
Net profit fell 22% YoY to ₹2.26 Cr, impacted by higher input costs.
Cost of materials consumed rose to ₹48.70 Cr from ₹39.42 Cr in Q1 FY26.
Insulation segment revenue contributed ₹67.81 Cr, representing 93.9% of total revenue.
Record date for ₹0.10 per share final dividend fixed for September 21, 2026.
👀 What to Watch
Investors should monitor the company's ability to pass on rising raw material costs (EPS resins) to customers, as margins were squeezed this quarter. The upcoming Thane plant expansion in H2 FY26 remains a key trigger for volume growth.
Beardsell Sets Sep 21 Record Date for Re 0.10 Dividend; Q1 PAT Declines 22% to Rs 2.26 Cr
Beardsell Limited has fixed September 21, 2026, as the record date for a final dividend of Re. 0.10 per share for FY26. For Q1 FY27, the company reported a 10% YoY growth in consolidated revenue to Rs 72.20 crore, driven by its core insulation segment. However, net profit for the quarter fell to Rs 2.26 crore from Rs 2.90 crore in the previous year's corresponding quarter, reflecting margin pressure. The board also confirmed the reappointment of B Thulasiram & Co as Cost Auditors for the current financial year.
Confidence: HIGH
What changedThe company has finalized the timeline for its FY26 dividend payment and reported mixed Q1 FY27 results with higher revenue but lower profitability.
Why it mattersWhile the top line is growing, the decline in PAT suggests rising input costs or operational inefficiencies that could impact the company's low P/E valuation of 9.4 if sustained.
Dividend per share: Re. 0.10Q1 FY27 Revenue: Rs 72.20 CrQ1 FY27 PAT: Rs 2.26 CrYoY Revenue Growth: 9.96%YoY PAT Growth: -22.07%
📅 Short termThe stock may see neutral to slightly negative sentiment due to the year-on-year decline in quarterly profits, despite the dividend announcement.
📈 Long termLong-term performance depends on the successful relocation and expansion of the Thane plant and the company's ability to scale its high-margin AMC services.
⚠ Risk flags
- Margin compression due to petroleum-linked raw material price volatility
- High segment concentration with 94% revenue from Insulation
Key Highlights
Final dividend of Re. 0.10 per share announced on a face value of Rs 2.00
Q1 FY27 consolidated revenue increased to Rs 72.20 crore from Rs 65.66 crore YoY
Consolidated PAT for Q1 FY27 declined 22% to Rs 2.26 crore compared to Rs 2.90 crore YoY
Insulation segment revenue grew to Rs 67.81 crore, accounting for 94% of total operations
Record date for dividend eligibility confirmed as September 21, 2026
👀 What to Watch
Investors should monitor the company's ability to manage raw material costs, as profit margins contracted despite revenue growth. The upcoming EPS capacity expansion in H2 FY26 remains a key trigger for future volume growth.
Beardsell Q1 PAT Drops 21% YoY to ₹2.16 Cr; Record Date for ₹0.10 Dividend Set for Sept 21
Beardsell reported a 10.5% YoY increase in standalone revenue to ₹69.57 Cr for Q1 FY27, but Profit After Tax (PAT) declined 21.2% YoY to ₹2.16 Cr. The profitability hit was primarily driven by a 22% surge in raw material costs, which rose to ₹49.43 Cr. The core Insulation segment saw its margin contract significantly, with segment results falling to ₹3.88 Cr from ₹5.45 Cr in the previous year's quarter. Additionally, the company has fixed September 21, 2026, as the record date for a final dividend of ₹0.10 per share.
Confidence: HIGH
What changedBeardsell released its Q1 FY27 results showing a disconnect between revenue growth and profitability, alongside finalizing the dividend timeline.
Why it mattersThe results highlight the company's vulnerability to input cost volatility in a fragmented market where pricing power is limited. The significant sequential drop in PAT (₹2.16 Cr vs ₹4.34 Cr in Q4) suggests a sharp recent deterioration in operating conditions.
Revenue (Q1 FY27): ₹69.57 CrPAT (Q1 FY27): ₹2.16 CrYoY PAT Growth: -21.2%Material Cost as % of Revenue: 71.0%Dividend per share: ₹0.10Record Date: 21st September 2026
📅 Short termThe stock may face downward pressure in the short term due to the earnings miss and the sharp contraction in operating margins.
📈 Long termLong-term value depends on the successful shift toward high-margin AMC services and the efficiency gains from the upcoming H2 FY26 capacity expansions.
⚠ Risk flags
- Significant margin compression
- High sensitivity to petroleum-linked raw material prices
- Fragmented industry with limited pricing power
Key Highlights
Standalone Revenue from Operations grew 10.5% YoY to ₹69.57 Cr from ₹62.93 Cr.
Standalone PAT fell 21.2% YoY to ₹2.16 Cr, and dropped 50.2% on a sequential (QoQ) basis.
Cost of materials consumed increased by 22.1% YoY to ₹49.43 Cr, outpacing revenue growth.
Insulation segment revenue rose to ₹65.18 Cr, but segment profit dropped to ₹3.88 Cr from ₹5.45 Cr YoY.
Final dividend of ₹0.10 per share (5% of face value) confirmed with Record Date of September 21, 2026.
👀 What to Watch
Investors should monitor the company's ability to pass on petroleum-linked input costs, as raw material spikes are currently squeezing margins. The execution of the planned Thane plant expansion in H2 FY26 will be critical to watch for potential margin recovery.
Beardsell Wins Trademark Infringement Case; High Court Upholds Perpetual Injunction
Beardsell Limited has successfully defended its corporate name and trademark 'BEARDSELL' in a legal battle against Beardsell Polymers Private Limited. The Division Bench of the Hon’ble High Court of Madras dismissed an appeal filed by the opponents on June 1, 2026, upholding a previous perpetual injunction. This ruling prevents unauthorized entities from using the company's brand name, thereby protecting its market identity and brand equity. Although the company stated there is no material financial impact, the decision secures its long-term intellectual property rights.
Key Highlights
Hon’ble High Court of Madras dismissed the appeal filed by Beardsell Polymers Private Limited on June 1, 2026.
The court upheld a perpetual injunction in favor of Beardsell Limited regarding the 'BEARDSELL' trademark.
The legal victory prevents trademark infringement and 'passing off' by the opponent entities.
The company received the formal court order on June 4, 2026, confirming the favorable legal outcome.
Management has clarified that the order will not have any material financial impact on the company.
👀 What to Watch
Investors should view this as a positive development for brand protection and intangible asset security. No immediate action is required as the ruling does not significantly alter the company's current financial position.
Beardsell FY26 Net Profit Rises 12.6% to ₹11.8 Cr; Recommends ₹0.10 Dividend & Plant Relocation
Beardsell Limited reported a steady financial performance for the fiscal year ended March 31, 2026, with annual revenue growing 4.3% to ₹261.19 crore. Net profit for the full year increased by 12.6% to ₹11.80 crore, although Q4 profit saw a slight dip to ₹3.13 crore from ₹3.33 crore YoY. The company is exploring a strategic relocation of its Turbhe manufacturing facility to optimize resources and potentially unlock value through the redevelopment or commercial use of the existing land.
Key Highlights
Annual Net Profit grew by 12.6% YoY to ₹1,180 lakhs for the financial year ended March 31, 2026.
Revenue from operations for FY26 stood at ₹26,119 lakhs compared to ₹25,051 lakhs in the previous year.
Board recommended a final dividend of ₹0.10 per equity share (5% of face value).
Evaluating relocation of the Turbhe MIDC facility to improve efficiency and explore commercial utilization/redevelopment of the land.
Reappointed M/s A V Subbarao & Co. as Internal Auditors for a three-year term starting FY 2026-27.
👀 What to Watch
Investors should monitor the progress of the Turbhe facility relocation as it could lead to significant asset monetization or operational cost savings. The steady annual profit growth and consistent dividend provide a stable outlook for long-term holders.
Beardsell FY26 Revenue Grows to ₹261 Cr; Recommends ₹0.10 Dividend & Turbhe Facility Relocation
Beardsell Limited reported a steady performance for FY26 with annual revenue from operations reaching ₹26,119 lakhs, up from ₹25,051 lakhs in the previous year. The Board has recommended a final dividend of ₹0.10 per equity share (5% of face value). A key strategic highlight is the decision to evaluate the relocation of the Turbhe MIDC manufacturing facility to improve operational efficiency and potentially unlock value through redevelopment or commercial utilization of the existing land.
Key Highlights
Annual Revenue from Operations increased to ₹261.19 crore in FY26 compared to ₹250.51 crore in FY25.
Recommended a final dividend of ₹0.10 per equity share of ₹2/- each for the financial year ended March 31, 2026.
Board is exploring the relocation of the Turbhe MIDC facility to optimize resources and future expansion.
Reappointed M/s A V Subbarao & Co. as Internal Auditors for a three-year term starting FY 2026-27.
Statutory auditors G Balu Associates LLP issued an unmodified audit opinion on the financial results.
👀 What to Watch
Investors should monitor the potential value unlocking from the Turbhe MIDC land redevelopment and the impact of relocation on operational margins. The steady revenue growth and dividend payout reflect management's confidence in the company's stability.
Beardsell Recommends Rs 0.10 Final Dividend; FY26 Revenue Rises to Rs 261.19 Crore
Beardsell Limited has recommended a final dividend of Rs. 0.10 per equity share (5% of face value Rs. 2) for the financial year ended March 31, 2026. The company reported a standalone annual revenue of Rs. 26,119 lakhs, marking a growth from Rs. 25,051 lakhs in the previous fiscal year. Additionally, the board is exploring the relocation of its Turbhe MIDC manufacturing facility to enhance operational efficiency and future expansion capabilities. Internal auditors have also been reappointed for a three-year term starting FY 2026-27.
Key Highlights
Recommended a final dividend of Rs. 0.10 per equity share for FY 2025-26.
Standalone annual revenue from operations grew to Rs. 26,119 lakhs from Rs. 25,051 lakhs YoY.
Decided to evaluate the relocation of the Turbhe MIDC manufacturing facility for better resource optimization.
Reappointed M/s A V Subbarao & Co. as Internal Auditors for a period of three years.
Statutory auditors provided an unmodified opinion on the standalone and consolidated financial results.
👀 What to Watch
Investors should note the dividend recommendation and await the announcement of the record date; the proposed facility relocation should be monitored as a long-term efficiency play.
Beardsell FY26 Revenue Grows to ₹261.19 Cr; Recommends ₹0.10 Dividend
Beardsell Limited reported a steady performance for the financial year ended March 31, 2026, with standalone revenue from operations rising to ₹26,119 lakhs from ₹25,051 lakhs in the previous year. The Board has recommended a final dividend of ₹0.10 per equity share (5% of face value). A significant strategic update involves the company exploring the relocation and potential redevelopment of its Turbhe MIDC manufacturing facility to improve operational efficiency and optimize resources.
Key Highlights
Standalone annual revenue from operations increased by 4.26% YoY to ₹26,119 lakhs.
Recommended a final dividend of ₹0.10 per equity share of face value ₹2 each.
Total standalone income for the quarter ended March 31, 2026, was ₹6,990 lakhs.
Evaluating relocation of the Turbhe MIDC facility to explore land redevelopment or commercial utilization.
Reappointed M/s A V Subbarao & Co. as Internal Auditors for a three-year term starting FY 2026-27.
👀 What to Watch
Investors should track the feasibility study regarding the Turbhe facility relocation, as land redevelopment could unlock significant asset value. The steady revenue growth and dividend payout reflect stable management.
Beardsell Seeks Approval for Material RPTs and Re-appointment of Whole-time Director
Beardsell Limited has issued a postal ballot notice to seek shareholder approval for material related party transactions with Saideep Polytherms for FY2025-26 and FY2026-27. The company also proposes the re-appointment of Mrs. Anumolu Jayasree as Whole-time Director for a three-year term starting April 1, 2026. Notably, her remuneration is proposed to be entirely variable, set at 5% of the company's net profits. The e-voting period is scheduled from February 18 to March 19, 2026, with results to be declared by March 21, 2026.
Key Highlights
Approval sought for material Related Party Transactions with Saideep Polytherms for FY26 and FY27.
Proposed re-appointment of Mrs. Anumolu Jayasree as Whole-time Director for a 3-year term from April 2026.
Director remuneration structured as 5% of Net Profit, making it entirely performance-linked.
E-voting period set from February 18, 2026, to March 19, 2026.
Cut-off date for shareholder voting eligibility is February 13, 2026.
👀 What to Watch
Investors should review the transparency of the related party transactions and assess if the 5% profit-linked remuneration for the director aligns with company performance goals. Monitor the voting results on March 21, 2026, for confirmation of these governance changes.
Beardsell Limited Announces Q3 FY26 Financial Results with Unmodified Audit Opinion
Beardsell Limited has submitted its unaudited standalone and consolidated financial results for the quarter ended December 31, 2025. The Board of Directors approved the results in a meeting held on February 11, 2026, which concluded at 3:00 p.m. The statutory auditors, M/s. G BALU ASSOCIATES LLP, have issued a Limited Review Report with an unmodified opinion, indicating no major accounting concerns. These results will be published in newspapers and made available on the company's website for public review.
Key Highlights
Board approved unaudited standalone and consolidated financial results for the quarter ended December 31, 2025.
Statutory auditors issued a Limited Review Report with an unmodified opinion for the period.
The Board meeting was conducted on February 11, 2026, between 11:30 a.m. and 3:00 p.m.
Compliance maintained with Regulation 47 of SEBI (LODR) Regulations, 2015 regarding result publication.
👀 What to Watch
Investors should review the detailed profit and loss statements once the full tables are published to assess year-on-year growth and margin performance. The unmodified audit opinion is a positive sign of financial transparency.
