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Bhageria Industries Q1 FY27 Net Profit Surges 211% YoY to ₹33.91 Cr
Bhageria Industries reported a robust performance for Q1 FY27, with consolidated revenue growing 84.2% YoY to ₹302.03 Cr. Net profit witnessed a massive jump of 211.7% YoY, reaching ₹33.91 Cr compared to ₹10.88 Cr in the same quarter last year. Sequentially, profits tripled from ₹11.30 Cr in Q4 FY26, indicating a significant expansion in margins. This single quarter's profit represents approximately 75% of the entire TTM profit, signaling a potential structural shift in the business.
Confidence: HIGH
What changedThe company has reported a sharp acceleration in both revenue and profitability for the first quarter of FY27 compared to both the previous year and the previous quarter.
Why it mattersThe significant jump in profitability (tripling QoQ) suggests that the company's strategy to move from commodity dye intermediates to high-margin specialty and pharma products may be gaining traction, potentially leading to a valuation re-rating.
Q1 FY27 Consolidated Revenue: ₹302.03 CrQ1 FY27 Consolidated Net Profit: ₹33.91 CrYoY Revenue Growth: 84.2%YoY Net Profit Growth: 211.7%Q1 Revenue vs TTM Revenue: ~34.5%Q1 Net Profit vs TTM Net Profit: ~75.3%
📅 Short termThe stock is likely to react positively in the short term due to the substantial earnings beat and the sharp improvement in EPS.
📈 Long termIf the company maintains this run rate, it indicates a successful transition into higher-margin segments, which could structurally improve the ROCE and long-term growth profile.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Sustainability of high margins in the volatile chemical sector
- Sensitivity to global supply-demand dynamics in the textile industry
Key Highlights
Consolidated Revenue for Q1 FY27 reached ₹302.03 Cr, an 84.2% increase from ₹163.97 Cr in Q1 FY26
Net Profit (Consolidated) surged to ₹33.91 Cr, up 211.7% YoY and 200.1% QoQ
Earnings Per Share (EPS) rose significantly to ₹7.83 from ₹2.58 in the year-ago period
Standalone Revenue stood at ₹300.78 Cr, contributing the bulk of the consolidated performance
Total Comprehensive Income for the quarter was ₹34.00 Cr, reflecting strong operational efficiency
👀 What to Watch
Investors should monitor the sustainability of these higher margins to determine if they are driven by the company's stated shift toward specialty chemicals and pharma intermediates (MCP). Watch for management commentary on capacity utilization and the progress of high-value exports to regulatory markets like Japan.
Bhageria Q1 FY27 Revenue Surges 81% YoY to ₹286.5 Cr; PBT Grows 38%
Bhageria Industries reported a robust performance for Q1 FY27, with consolidated revenue growing 80.8% YoY to ₹286.51 Cr, significantly exceeding the ₹158.48 Cr reported in the same quarter last year. Profit Before Tax (PBT) rose 37.8% YoY to ₹20.97 Cr, driven primarily by a sharp recovery in the Chemicals segment. While the core Chemicals business remains the dominant revenue driver (93% share), the Solar Power segment continues to provide high-margin stability. However, the Pharma segment remains in a gestation phase, reporting a PBIT loss of ₹1.29 Cr for the quarter.
Confidence: HIGH
What changedThe company has achieved a significant scale-up in its Chemicals business compared to the previous year, with quarterly revenue now representing approximately 33% of its total TTM revenue.
Why it mattersThe strong top-line growth and sequential profit improvement suggest high capacity utilization and potentially better pricing power in the dye intermediates and specialty chemicals market.
Revenue (Q1 FY27): ₹286.51 CrYoY Revenue Growth: 80.8%PBT (Q1 FY27): ₹20.97 CrChemicals Segment Revenue: ₹267.47 CrQ1 Revenue vs TTM Revenue: ~32.8%
📅 Short termThe stock is likely to react positively to the strong YoY growth and sequential improvement in profitability.
📈 Long termThe long-term outlook depends on the successful ramp-up of the Pharma portfolio in regulatory markets like Japan and the stabilization of margins in the specialty chemicals segment.
⚠ Risk flags
- Continued losses in the Pharma segment
- High revenue concentration in the Chemicals segment (93%)
- Sensitivity to global textile industry demand
Key Highlights
Consolidated revenue from operations grew 80.8% YoY to ₹286.51 Cr from ₹158.48 Cr.
Chemicals segment revenue jumped 84% YoY to ₹267.47 Cr, up from ₹145.11 Cr in Q1 FY26.
Profit Before Tax (PBT) increased 37.3% sequentially to ₹20.97 Cr compared to ₹15.27 Cr in Q4 FY26.
Solar Power segment delivered a high PBIT margin of 47.9% with ₹5.20 Cr profit on ₹10.85 Cr revenue.
Pharma segment reported a loss of ₹1.29 Cr at the PBIT level on revenue of ₹6.54 Cr.
👀 What to Watch
Investors should monitor the margin trajectory in the Chemicals segment and the timeline for the Pharma segment to reach break-even, as the company shifts toward higher-margin specialty molecules.
₹2.50 Dividend: Bhageria Industries Sets July 24, 2026, as Record Date
Bhageria Industries has fixed July 24, 2026, as the record date for its final dividend of ₹2.50 per share for FY26. This dividend represents a 50% payout on the face value of ₹5 and is subject to shareholder approval at the 37th AGM scheduled for August 1, 2026. Based on the current market price of ₹227, the dividend yield stands at approximately 1.1%. The total estimated payout of ~₹10.6 Cr is well-covered by the company's TTM PAT of ₹45 Cr.
Confidence: HIGH
What changedThe company has formalized the schedule for its annual dividend distribution and the 37th Annual General Meeting.
Why it mattersThis is a routine distribution of profits to shareholders, confirming a yield of ~1.1% and providing a timeline for the annual corporate governance meeting.
Dividend per share: ₹2.50Dividend Yield: ~1.1%Record Date: July 24, 2026AGM Date: August 1, 2026Dividend Payout vs TTM PAT: ~23.5%
📅 Short termThe stock is likely to see a minor price adjustment on the ex-dividend date reflecting the ₹2.50 payout.
📈 Long termLimited; this is a routine administrative filing. Long-term value depends on the successful shift toward higher-margin specialty chemicals and pharma intermediates.
Key Highlights
Final dividend of ₹2.50 per equity share (50% of face value ₹5) recommended for FY 2025-26.
Record date for determining shareholder eligibility is Friday, July 24, 2026.
37th Annual General Meeting (AGM) to be held via video conferencing on August 1, 2026.
Dividend payment to be processed on or after August 6, 2026, post-shareholder approval.
Dividend payout ratio is approximately 23.7% based on the TTM EPS of ₹10.55.
👀 What to Watch
Investors seeking the dividend must hold shares before the ex-dividend date (typically one session prior to the July 24 record date). Monitor the AGM for management commentary on the specialty chemical expansion and the status of the ₹50-75 Cr incremental revenue target.
Bhageria Industries Commissions 7 MW Solar Power Plant in Maharashtra
Bhageria Industries, through its wholly-owned subsidiary Rahuri Cleantech Private Limited, has successfully commissioned a 7 MW Solar PV Power Plant in Khanapur, Maharashtra. This commissioning is part of a larger 32 MW aggregate capacity allocated under the Mukhyamantri Saur Krushi Vahini Yojana (MSKVY) 2.0. The plant consists of two bays of 3.5 MW each and is now grid-connected and operational. This move strengthens the company's renewable energy portfolio and aligns with its long-term sustainability and revenue diversification goals.
Key Highlights
Commissioned 7 MW Solar PV Power Plant at Khanapur, Maharashtra on May 25, 2026
Project is part of an aggregate 32 MW capacity under the MSKVY 2.0 scheme
Executed through wholly-owned subsidiary Rahuri Cleantech Private Limited
The 7 MW capacity is split into two bays of 3.5 MW each
Enhances the company's renewable energy portfolio and supports green energy initiatives
👀 What to Watch
Investors should view this as a positive operational milestone that will contribute to steady long-term revenue. Monitor the execution of the remaining 25 MW capacity under the MSKVY 2.0 scheme for further growth triggers.
Bhageria Industries: SAT Adjourns SEBI Order Appeal to July 28-30, 2026; Stay Continues
Bhageria Industries has informed that the Securities Appellate Tribunal (SAT) has adjourned the hearing regarding an appeal filed by its promoters and directors against a SEBI adjudication order dated March 31, 2023. The matter was previously listed for May 7, 2026, but has now been rescheduled for final disposal between July 28 and July 30, 2026. Importantly, the original SEBI order remains stayed until the final disposal of the matter. This procedural delay extends the period of legal uncertainty for the company's leadership, though the stay prevents immediate enforcement of SEBI's previous directives.
Key Highlights
SAT has adjourned the appeal against the SEBI adjudication order dated March 31, 2023
Final disposal hearing is now scheduled for July 28, 2026, to July 30, 2026
The SEBI order against promoters and directors remains stayed until the next hearing
The delay is due to the case being a group matter involving multiple applicants and law firms
The company was formally notified of the order via the SAT website on May 15, 2026
👀 What to Watch
Investors should monitor the final outcome in late July 2026 as the SEBI order pertains to promoters and directors. No immediate action is required as the stay order prevents any current operational or financial impact.
Bhageria Industries Incorporates New Subsidiary Bhageria Rare Earth Minerals
Bhageria Industries Limited has incorporated a new wholly-owned subsidiary (WOS) named Bhageria Rare Earth Minerals Private Limited on May 14, 2026. The company will hold 100% of the equity, subscribing to an initial share capital of Rs. 1,00,000 in cash. This strategic move is intended to facilitate business expansion and serve as a vehicle for holding investments in various entities. While the initial capital is nominal, the name suggests a potential strategic entry into the rare earth minerals sector.
Key Highlights
Incorporated Bhageria Rare Earth Minerals Private Limited as a 100% Wholly Owned Subsidiary.
Initial authorized share capital and cash investment of Rs. 1,00,000.
The subsidiary is established to hold investments and align with strategic expansion goals.
The entity is newly incorporated and has not yet commenced business operations as of May 14, 2026.
👀 What to Watch
Investors should watch for further disclosures regarding the specific business activities and capital expenditure plans for this new subsidiary, particularly in the rare earth minerals domain.
Bhageria Industries FY26 Consolidated Revenue Jumps 46% to ₹880.79 Cr, Net Profit Up 15%
Bhageria Industries reported a strong performance for the full year ended March 31, 2026, with consolidated total income rising significantly to ₹880.79 crore from ₹601.59 crore in the previous year. Consolidated net profit for FY26 grew by 15% to ₹44.49 crore compared to ₹38.69 crore in FY25. However, the Q4 FY26 standalone net profit saw a decline to ₹14.10 crore from ₹16.51 crore in Q4 FY25, despite a 43% increase in quarterly revenue. The company maintains a healthy equity share capital of ₹21.82 crore.
Key Highlights
Consolidated annual revenue grew by 46.4% YoY to ₹88,078.83 Lakhs
Full-year consolidated net profit increased to ₹4,449.13 Lakhs from ₹3,869.06 Lakhs
Standalone EPS for FY26 improved to ₹11.52 from ₹9.68 in the previous fiscal
Q4 FY26 standalone revenue rose 43% YoY to ₹26,404.21 Lakhs, though quarterly profit dipped
Reserves excluding revaluation stood at ₹57,851.74 Lakhs as of March 31, 2026
👀 What to Watch
Investors should focus on the strong annual revenue growth and improved full-year EPS, while monitoring the margin pressure observed in the final quarter. The stock remains a hold for long-term investors given the steady growth in the chemicals and dyes sector.
Bhageria Industries Declares ₹2.50 Dividend, Approves FY26 Results & Appoints New Auditors
Bhageria Industries' board approved the audited financial results for the quarter and year ended March 31, 2026. The company recommended a dividend of ₹2.50 per equity share, which is 50% of the ₹5 face value. To enhance internal controls, the board appointed M/s Kamal Dhanuka & Co as Internal Auditors and M/s K V M & Co as Cost Auditors for a one-year term. These appointments follow the company's commitment to robust risk management and compliance across its diverse business sectors.
Key Highlights
Recommended a dividend of ₹2.50 per share (50% of face value) for the financial year 2025-26.
Approved audited standalone and consolidated financial results for the period ending March 31, 2026.
Appointed Mr. Kamal Dhanuka, a professional with 35+ years of experience, as the Internal Auditor.
Appointed M/s K V M & Co as Cost Auditors for chemical manufacturing and solar power operations.
👀 What to Watch
Investors should view the dividend and auditor appointments as signs of stable governance and cash flow. Monitor the upcoming AGM for the final dividend approval and detailed segment-wise performance.
Bhageria Industries Approves FY26 Results, Recommends ₹2.50 Final Dividend
Bhageria Industries has approved its audited financial results for the fiscal year ending March 31, 2026. The Board recommended a final dividend of ₹2.50 per share (50% of face value), which will be paid within 30 days of the upcoming Annual General Meeting. To strengthen governance, the company appointed new internal and cost auditors for the 2026-27 period. The statutory auditors have issued an unmodified opinion on the financial statements, indicating no major accounting discrepancies.
Key Highlights
Recommended a final dividend of ₹2.50 per equity share of face value ₹5 each (50% payout).
Approved audited standalone and consolidated financial results for the full year ended March 31, 2026.
Appointed M/s Kamal Dhanuka & Co as Internal Auditor for a one-year term starting May 2, 2026.
Appointed M/s K V M & Co as Cost Auditor for the upcoming financial year, subject to shareholder approval.
Statutory auditors Sarda & Pareek LLP issued a clean audit report with an unmodified opinion.
👀 What to Watch
Investors should check the detailed P&L for margin trends in the chemical and solar segments. The ₹2.50 dividend provides a steady return for long-term shareholders.
Bhageria Industries Commissions 7 MW Solar Power Plant in Maharashtra
Bhageria Industries' wholly-owned subsidiary, Rahuri Cleantech Private Limited, has successfully commissioned a 7 MW Solar PV Power Plant in Maharashtra. This project is part of a larger 32 MW aggregate capacity under the Mukhyamantri Saur Krushi Vahini Yojana (MSKVY) 2.0 scheme. The plant, located at Bhatkudgaon, consists of two bays of 3.5 MW each and is now fully operational. This commissioning strengthens the company's renewable energy portfolio and is expected to contribute positively to its long-term revenue and sustainability goals.
Key Highlights
Successfully commissioned 7 MW Solar PV Power Plant through subsidiary Rahuri Cleantech Private Limited.
The project is part of an aggregate 32 MW capacity under the MSKVY 2.0 scheme.
The 7 MW capacity is divided into two bays of 3.5 MW each at Bhatkudgaon, Maharashtra.
The plant became operational on March 27, 2026, enhancing the company's green energy footprint.
👀 What to Watch
Investors should view this as a positive development in the company's diversification into renewable energy. Monitor the execution and commissioning of the remaining 25 MW capacity under the MSKVY 2.0 scheme for further growth triggers.
Bhageria Industries to Restart Tarapur H-Acid Unit Following MPCB Approval
Bhageria Industries has received conditional approval from the Maharashtra Pollution Control Board (MPCB) to restart its H-Acid manufacturing unit at Tarapur. The unit had been shut down since March 2, 2026, following a voluntary closure direction related to environmental compliance. As part of the restart order, the company faced a ₹1,00,000 bank guarantee forfeiture for previous non-compliance. Operations are now permitted to resume subject to strict adherence to safety and environmental protocols.
Key Highlights
Conditional restart directions issued for the Sulphonation section of the H-Acid unit at Tarapur
Resumption follows a closure period initiated on March 02, 2026
Penalty of ₹1,00,000 imposed via bank guarantee forfeiture due to non-compliance
Mandatory adherence to safety directives regarding oleum handling in the H-Acid plant
👀 What to Watch
The restart of the Tarapur unit is a positive step towards restoring full production capacity and revenue flow. Investors should monitor the company's ability to maintain environmental standards to avoid future regulatory disruptions.
Bhageria Industries: SAT Adjourns SEBI Order Appeal to May 2026; Stay Continues
Bhageria Industries has informed that the Securities Appellate Tribunal (SAT) has adjourned the hearing regarding an appeal against a SEBI adjudication order dated March 31, 2023. The matter, which involves the company's promoters and directors, was originally scheduled for March 12, 2026, but is now rescheduled for final disposal between May 5 and May 7, 2026. Crucially, the SAT has extended the stay on the original SEBI order until the next hearing dates. This delay maintains the status quo for the management and promoters involved in the litigation without immediate regulatory penalties.
Key Highlights
SAT adjourned the hearing from March 12, 2026, to the new dates of May 5-7, 2026.
The appeal challenges a SEBI adjudication order originally passed on March 31, 2023.
The stay on the SEBI order remains in effect until the final disposal in May 2026.
The litigation involves the company's Promoters, Promoter Group, and Directors.
Final disposal of the matter is expected during the May 2026 hearing window.
👀 What to Watch
Investors should monitor the final verdict in May 2026 as it involves promoter-level regulatory issues. While the stay is a temporary relief, the nature of the SEBI adjudication could impact corporate governance perception.
Bhageria Industries' ₹91 Cr Bank Facilities Placed on Rating Watch with Negative Implications
CARE Ratings has placed Bhageria Industries' bank facilities totaling ₹91.00 crore on 'Rating Watch with Negative Implications' (RWN). This action is primarily driven by a voluntary closure notice from the Maharashtra Pollution Control Board (MPCB) for the company's sulphonication plant in Palghar. The rating agency is also assessing the impact of the company's 9M FY26 financial performance on its credit profile. This status indicates a potential downgrade if regulatory issues persist or financial metrics deteriorate further.
Key Highlights
CARE Ratings placed ₹91.00 crore of long-term and short-term bank facilities on Rating Watch with Negative Implications.
The rating action follows a voluntary closure notice issued by the MPCB for the Palghar sulphonication plant.
The review also considers the company's operational and financial performance for the 9M FY26 period.
Previous ratings were CARE A (Stable) for long-term and CARE A1 for short-term facilities.
The rating agency will finalize its view once the exact implications of the plant closure on the credit profile are clear.
👀 What to Watch
Investors should monitor the duration of the plant closure and its impact on the company's production and revenue. The 'Negative Watch' suggests a heightened risk of a credit downgrade, which could increase future borrowing costs.
Bhageria Industries Faces Temporary Closure of Tarapur Unit Section After Oleum Leakage
Bhageria Industries has received a voluntary closure direction from the Maharashtra Pollution Control Board (MPCB) for the Sulphonation section of its H Acid unit in Tarapur. The order follows an incident where an Oleum measuring tank fell, causing a localized fume leakage, though no casualties were reported. While the company states there is no material financial impact, operations at this specific section are temporarily halted pending a safety audit. Investors should monitor the timeline for the resumption of operations and any potential impact on production volumes.
Key Highlights
MPCB issued closure directions for the Sulphonation section of the H Acid unit at Plot No. D-17, Tarapur.
The incident involved the fall of an Oleum measuring tank leading to fume leakage; no injuries were reported.
Company must conduct a safety audit and obtain approvals from MPCB and DISH before restarting operations.
Management stated there is no material financial impact expected from this temporary disruption.
👀 What to Watch
Investors should watch for updates regarding the safety audit and the timeline for restarting the affected section. Any prolonged delay in resuming H Acid production could impact the chemicals segment's revenue.
Bhageria Industries Reports Operational Disruption at Tarapur Plant Due to Oleum Leakage
Bhageria Industries Limited reported an operational incident on March 2, 2026, at its manufacturing facility in MIDC Tarapur, Maharashtra. The incident involved the fall of a measuring tank containing Oleum, which led to a leakage of fumes and a temporary fog-like situation in the area. While the company confirmed there were no casualties or injuries, operations at the site have been temporarily disrupted. Management is currently assessing the extent of the impact on production and assets.
Key Highlights
Incident occurred on March 2, 2026, at the Plot No. D-17, MIDC Tarapur manufacturing plant.
A measuring tank containing Oleum fell, causing a leakage of fumes and temporary environmental disruption.
Zero casualties or injuries were reported as all personnel were safely evacuated from the site.
Operations at the facility are temporarily halted while the company assesses the total impact.
👀 What to Watch
Investors should monitor for updates regarding the duration of the plant shutdown and any potential regulatory actions from environmental boards. Expect short-term volatility in the stock price until production resumes and the financial impact is quantified.
Bhageria Industries Commissions 7MW Solar Power Plant in Maharashtra
Bhageria Industries' wholly-owned subsidiary, Rahuri Cleantech Private Limited, has successfully commissioned a 7MW Solar PV Power Plant at Pimpalgaon Wagha, Maharashtra. This 7MW capacity is the first phase of a larger 32MW total project planned under the MSKVY 2.0 scheme. The commissioning was completed on February 25, 2026, and marks a significant step in the company's renewable energy expansion. This development is expected to contribute to the company's green energy revenue stream and long-term sustainability goals.
Key Highlights
Commissioned 7MW Solar PV Power Plant at Pimpalgaon Wagha, Ahilyanagar
Project executed through wholly-owned subsidiary Rahuri Cleantech Private Limited
Represents the first phase of a total 32MW capacity under the MSKVY 2.0 scheme
Official commissioning date recorded as February 25, 2026
Strengthens the company's presence in the renewable energy sector
👀 What to Watch
Investors should view this as a positive development for long-term cash flow stability and monitor the execution timeline for the remaining 25MW capacity. The shift towards renewable energy provides a hedge against the cyclical nature of the company's core chemical business.
Bhageria Industries Q3 FY26 Revenue Jumps 45% to ₹244.5 Cr; Net Profit Dips to ₹10.8 Cr
Bhageria Industries reported a significant 45% year-on-year increase in consolidated revenue for Q3 FY26, reaching ₹244.50 crore. Despite the top-line growth, consolidated net profit for the quarter saw a marginal decline to ₹10.84 crore from ₹11.38 crore in the previous year, suggesting margin compression. However, the nine-month performance remains strong, with cumulative net profit rising to ₹33.20 crore compared to ₹23.57 crore in the same period last year. The results reflect robust demand but highlight potential challenges in maintaining profitability levels on a quarterly basis.
Key Highlights
Consolidated total income for Q3 FY26 rose to ₹244.50 crore from ₹168.39 crore in Q3 FY25.
Consolidated net profit for the quarter stood at ₹10.84 crore, down approximately 4.7% from ₹11.38 crore YoY.
Nine-month consolidated revenue grew substantially to ₹614.49 crore from ₹417.98 crore in the previous year.
Consolidated Earnings Per Share (EPS) for the quarter was ₹2.56, compared to ₹2.78 in the year-ago period.
Standalone revenue for Q3 FY26 was ₹245.35 crore with a net profit of ₹12.02 crore.
👀 What to Watch
Investors should investigate the cause of the margin contraction despite the strong revenue growth. While the nine-month trajectory is positive, the quarterly profit dip suggests a need to monitor rising input costs or operational expenses.
Bhageria Industries Q3 Revenue Jumps 45% YoY to ₹244.5 Cr; Net Profit Dips to ₹10.8 Cr
Bhageria Industries reported a robust 45.2% year-on-year growth in consolidated revenue for Q3 FY26, reaching ₹244.50 crore. Despite the top-line surge, consolidated net profit declined slightly to ₹10.84 crore from ₹11.38 crore in the same quarter last year. Sequentially, revenue grew by 18.7%, but net profit fell from ₹11.47 crore in Q2 FY26. The results indicate strong demand but suggest rising operational costs or margin compression as EPS fell to ₹2.56.
Key Highlights
Consolidated Total Income rose 45.2% YoY to ₹24,450.29 Lakhs from ₹16,838.62 Lakhs.
Consolidated Net Profit for the quarter stood at ₹1,083.98 Lakhs, a decline from ₹1,137.54 Lakhs YoY.
9M FY26 consolidated revenue showed a significant jump to ₹61,448.87 Lakhs compared to ₹41,797.89 Lakhs in 9M FY25.
Earnings Per Share (EPS) for Q3 FY26 decreased to ₹2.56 from ₹2.78 in the corresponding previous year quarter.
Standalone Net Profit for the quarter was higher than consolidated at ₹1,202.07 Lakhs.
👀 What to Watch
While the revenue growth is impressive, the decline in net profit despite higher sales warrants caution regarding margin sustainability. Investors should monitor if the company can pass on rising costs to maintain profitability in future quarters.
Bhageria Industries Q3 Revenue Jumps 41% YoY to ₹242 Cr; Plans New Mineral Subsidiary
Bhageria Industries reported a robust 41% YoY growth in revenue for Q3 FY26, reaching ₹241.92 crore. Despite the top-line surge, net profit for the quarter declined by 7% YoY to ₹12.02 crore, reflecting margin pressure from increased raw material and stock-in-trade costs. On a nine-month basis, the performance remains strong with PAT up 40.5% to ₹36.20 crore. Additionally, the board has approved a strategic diversification into the mineral business via a new wholly-owned subsidiary.
Key Highlights
Revenue from operations increased 41% YoY to ₹24,192.57 Lakhs in Q3 FY26.
Net profit for the quarter stood at ₹1,202.07 Lakhs, a slight decline from ₹1,293.69 Lakhs in Q3 FY25.
9-Month PAT grew significantly by 40.5% YoY to ₹3,619.66 Lakhs.
Chemical segment remains the dominant revenue driver, contributing ₹22,958.01 Lakhs during the quarter.
Board approved in-principle the incorporation of a Wholly Owned Subsidiary for the Mineral business.
👀 What to Watch
Investors should monitor the rising cost of materials which impacted quarterly margins despite high revenue growth. The planned entry into the mineral business suggests a diversification strategy that could impact future capital expenditure and long-term growth profiles.
Bhageria Industries Q3 FY26 Revenue Rises 41% to ₹242 Cr; Net Profit Dips 7% YoY
Bhageria Industries reported a strong 41% YoY growth in revenue to ₹241.93 crore for Q3 FY26, primarily driven by its core chemical segment. However, net profit declined by 7% YoY to ₹12.02 crore due to a significant surge in raw material costs and stock-in-trade purchases. The company also announced a strategic diversification plan to incorporate a wholly-owned subsidiary for the mineral business. While the chemical segment remains robust, the pharma segment continues to report losses at the operational level.
Key Highlights
Revenue from operations increased 41% YoY to ₹24,192.57 Lakhs from ₹17,160.19 Lakhs.
Net Profit for the quarter fell 7% YoY to ₹1,202.07 Lakhs compared to ₹1,293.69 Lakhs.
Chemical segment revenue grew significantly to ₹22,958.01 Lakhs from ₹14,255.26 Lakhs YoY.
Pharma segment reported a loss of ₹125.83 Lakhs at the segment result level.
Board approved the incorporation of a new Wholly Owned Subsidiary to invest in the mineral business.
👀 What to Watch
Investors should monitor the company's ability to pass on rising raw material costs to protect margins and track the progress of the new mineral business venture. The persistent losses in the pharma segment remain a drag on overall profitability.
