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Butterfly Gandhimathi Q3 FY26 PAT Rises 30% YoY to ₹10.8 Cr; Revenue Up 3%
Butterfly Gandhimathi reported a 3% YoY revenue growth to ₹245 crore for Q3 FY26, driven by strong performance in cookers and gas stoves. Net profit increased by 30% YoY to ₹10.77 crore, despite a ₹1.6 crore exceptional charge related to new labor code provisions. Operational efficiency improved significantly, with material margins expanding by 300 bps to 38.8% and EBITDA margins rising to 8.2%. The company's focus on premiumization and retail expansion helped offset inflationary pressures.
Key Highlights
Net Profit grew 30% YoY to ₹10.77 Cr; excluding exceptional items, PAT grew 44% YoY.
Revenue from operations increased 3% YoY to ₹244.58 Cr for the quarter ended Dec 31, 2025.
Material margins expanded by 300 bps YoY to 38.8% due to better product mix and pricing.
EBITDA grew 17% YoY to ₹20 Cr with margins improving by 100 bps to 8.2%.
Recognized an exceptional liability of ₹1.59 Cr following the implementation of New Labour Codes.
💼 Action for Investors
Investors should focus on the significant margin improvement and premiumization strategy which is driving bottom-line growth. The company's ability to grow profits significantly faster than revenue indicates strong operational leverage and pricing power.
Butterfly Gandhimathi Q3 PAT Rises 30% YoY to ₹10.77 Cr; EBITDA Margin Expands to 8.2%
Butterfly Gandhimathi reported a steady 3% YoY revenue growth to ₹245 Cr for Q3 FY26, while net profit surged 30% to ₹10.77 Cr. Excluding a one-time exceptional charge of ₹1.59 Cr related to new labour codes, adjusted PAT grew by a robust 44% YoY. The company saw significant margin expansion, with material margins improving by 300 bps to 38.8% due to better pricing and a premium product mix. EBITDA grew 17% YoY to ₹20 Cr, reflecting strong operational efficiency despite a sequential dip in revenue compared to the previous quarter.
Key Highlights
Revenue for Q3 FY26 stood at ₹245 Cr, a 3% increase compared to ₹238 Cr in Q3 FY25.
Net Profit (PAT) grew 30% YoY to ₹10.77 Cr; excluding exceptional items, PAT growth was 44%.
EBITDA margin expanded by 100 bps YoY to 8.2%, driven by a 300 bps improvement in material margins.
Recognized an exceptional expense of ₹1.59 Cr due to the implementation of New Labour Codes effective Nov 2025.
9M FY26 revenue reached ₹725 Cr with a PAT of ₹34.20 Cr, marking a 45% YoY growth in net profit.
💼 Action for Investors
Investors should monitor the company's successful premiumization strategy and margin expansion, which are driving bottom-line growth despite modest top-line increases. The stock remains a strong regional player with improving operational efficiency.
Butterfly Gandhimathi Q3 PAT Rises 30% YoY to ₹10.77 Cr; EBITDA Margins Expand 100 bps
Butterfly Gandhimathi reported a steady Q3 FY26 with revenue growing 3% YoY to ₹244.58 Cr, supported by strong momentum in the cookers and gas stoves segments. Net profit (PAT) increased by 30% YoY to ₹10.77 Cr, even after accounting for a one-time exceptional expense of ₹1.59 Cr related to new labor code provisions. Excluding this exceptional item, PAT growth was robust at 44% YoY. The company demonstrated significant operational efficiency, with material margins expanding by 300 bps to 38.8% and EBITDA margins rising to 8.2%.
Key Highlights
Revenue from operations grew 3% YoY to ₹244.58 Cr for the quarter ended December 31, 2025.
EBITDA increased by 17% YoY to ₹20 Cr, with EBITDA margins expanding 100 bps to 8.2%.
Net Profit (PAT) rose 30% YoY to ₹10.77 Cr; excluding exceptional items, PAT grew 44% YoY to ₹12.36 Cr.
Material margins improved by 300 bps YoY to 38.8% driven by better product mix and pricing actions.
Recognized a one-time exceptional liability of ₹159.18 Lakhs due to the implementation of New Labour Codes.
💼 Action for Investors
Investors should focus on the company's successful margin expansion and premiumization strategy which is driving profitability despite modest revenue growth. The impact of the new labor codes appears to be a manageable one-time hit, while operational metrics remain strong.
CRISIL Reaffirms Butterfly Gandhimathi's AA/Stable Credit Rating; Facilities Reduced to Rs 100 Cr
CRISIL Ratings has reaffirmed the credit ratings for Butterfly Gandhimathi Appliances Limited's bank loan facilities. The long-term rating is maintained at 'CRISIL AA/Stable' and the short-term rating at 'CRISIL A1+', indicating a high degree of safety regarding timely servicing of financial obligations. Notably, the total rated bank loan facilities have been reduced from Rs 225 crore to Rs 100 crore, suggesting a lower requirement for external debt or improved internal accruals.
Key Highlights
Long-term credit rating reaffirmed at 'CRISIL AA' with a 'Stable' outlook
Short-term credit rating reaffirmed at the highest level of 'CRISIL A1+'
Total rated bank loan facilities reduced significantly from Rs 225 crore to Rs 100 crore
The ratings reflect the company's strong credit profile and financial stability as of January 2026
💼 Action for Investors
Investors can take confidence in the company's maintained high credit quality and reduced debt facilities. No immediate action is required as the reaffirmation confirms the existing financial strength of the business.