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Rs 4 Dividend: De Nora India Sets September 16, 2026, as Record Date
De Nora India Limited has announced a final dividend of Rs 4 per equity share for the financial year ended March 31, 2026. The company has fixed September 16, 2026, as the record date to determine shareholder eligibility. This payout is subject to approval at the 37th Annual General Meeting (AGM) on September 23, 2026. Based on the current share price of Rs 863.5, the dividend yield is approximately 0.46%.
Confidence: HIGH
What changedThe company has finalized the specific dates for its annual dividend distribution following the conclusion of the 2025-26 financial year.
Why it mattersWhile the yield is relatively low at 0.46%, the dividend confirms the company's continued policy of sharing profits with shareholders, supported by its zero-debt balance sheet.
Dividend per share: Rs 4Dividend Yield: 0.46%Record Date: September 16, 2026AGM Date: September 23, 2026Payment Date: October 5, 2026
📅 Short termThe stock price may see a minor adjustment around the ex-dividend date in mid-September 2026 to reflect the Rs 4 payout.
📈 Long termLimited; this is a routine annual corporate action and does not signify a structural change in the company's engineering or electrochemical business model.
Key Highlights
Dividend of Rs 4 per equity share of face value Rs 10 each.
Record date for eligibility fixed as September 16, 2026.
37th Annual General Meeting scheduled for September 23, 2026, at 11:00 A.M.
Dividend payment to be processed on or after October 5, 2026, post-shareholder approval.
Company maintains a debt-free status with a net worth of Rs 129 Cr as per latest context.
👀 What to Watch
Investors should ensure they hold the shares before the ex-dividend date (typically one business day prior to the record date) to be eligible for the Rs 4 per share payout.
96% YoY PAT Growth to ₹6.39 Cr in Q1 FY27 Despite 16% Revenue Decline
De Nora India reported a significant bottom-line improvement in Q1 FY27, with Net Profit nearly doubling to ₹6.39 Cr from ₹3.25 Cr YoY, despite a 15.9% decline in revenue to ₹35.27 Cr. The profit surge was primarily driven by a sharp 88% reduction in warranty expenses, which fell to ₹0.41 Cr from ₹3.49 Cr in the year-ago period. The Board also approved increasing the Related Party Transaction (RPT) limit with its Italian parent to ₹24.30 Cr for FY27, representing approximately 20% of its annual revenue base. While revenue remains volatile due to the project-based nature of recoating services, the margin expansion is a notable positive.
Confidence: HIGH
What changedThe company reported its Q1 FY27 results showing a sharp recovery in profitability and increased its financial engagement limits with its global parent company.
Why it mattersThe results demonstrate that lower warranty claims can significantly re-rate the company's earnings profile, even when top-line growth is negative. The increased RPT limit underscores the company's deep integration with its parent's technology and supply chain.
Revenue (Q1 FY27): ₹35.27 CrNet Profit (Q1 FY27): ₹6.39 CrWarranty Expense (Q1 FY27): ₹0.41 CrFY27 RPT Limit: ₹24.30 CrRPT vs FY26 Revenue: ~20%EPS (Q1 FY27): ₹12.04
📅 Short termThe stock is likely to react positively to the sharp EPS growth and margin expansion, though the revenue decline may cap gains.
📈 Long termLong-term growth is tied to the domestic caustic soda industry's 6.7% CAGR and the company's ability to manage high-value project concentration risks.
⚠ Risk flags
- High client concentration risk
- Revenue volatility due to project-based business model
- Significant related-party transactions with parent company
Key Highlights
Net Profit increased 96.6% YoY to ₹6.39 Cr in the quarter ended June 30, 2026.
Revenue from operations declined 15.9% YoY to ₹35.27 Cr from ₹41.97 Cr.
Warranty expenses dropped significantly to ₹0.41 Cr compared to ₹3.49 Cr in Q1 FY26.
Approved increase in Material Related Party Transactions with Industrie De Nora S.p.A. to ₹24.30 Cr for FY 2026-27.
Earnings Per Share (EPS) nearly doubled to ₹12.04 from ₹6.12 in the previous year's quarter.
👀 What to Watch
Investors should monitor the sustainability of the reduced warranty provisions, as legacy provisions have historically eroded up to 90% of PBT. Additionally, track the execution timeline of high-value recoating projects which are the primary source of revenue volatility.
De Nora India FY26 Net Profit Surges 435% to ₹9.06 Cr; Recommends ₹4 Dividend
De Nora India reported a stellar performance for the fiscal year ended March 31, 2026, with revenue from operations growing 77% year-on-year to ₹121.62 crore. Net profit witnessed a massive jump of 435%, reaching ₹9.06 crore compared to ₹1.69 crore in the previous year. Consequently, the Board has recommended a dividend of ₹4 per equity share (40% of face value). The company's earnings per share (EPS) improved significantly from ₹3.19 to ₹17.05, reflecting strong operational recovery in its electrode technologies segment.
Key Highlights
Revenue from operations increased by 77.3% YoY to ₹12,162.31 lakhs in FY26.
Net Profit after tax surged by 434.9% to ₹905.54 lakhs from ₹169.29 lakhs in FY25.
Recommended a final dividend of ₹4 per share (40%) for the financial year ended March 31, 2026.
Earnings Per Share (EPS) rose sharply to ₹17.05 from ₹3.19 in the previous fiscal.
Total assets grew to ₹159.80 crore as of March 31, 2026, compared to ₹142.37 crore in the previous year.
👀 What to Watch
Investors should view the sharp turnaround in profitability and the substantial dividend payout as a positive sign of business strength. The stock may see positive momentum given the significant jump in EPS and revenue growth.
De Nora India FY26 Net Profit Surges 435% to ₹9.06 Cr; Recommends ₹4 Dividend
De Nora India reported a robust performance for the financial year ended March 31, 2026, with revenue from operations growing 77.3% YoY to ₹121.62 crore. Net profit witnessed a massive jump of 434.9%, reaching ₹9.06 crore compared to ₹1.69 crore in the previous fiscal. The Board has recommended a dividend of ₹4 per share (40% of face value), reflecting strong cash flow generation. The company's cash and cash equivalents more than doubled during the year to ₹16.96 crore.
Key Highlights
Revenue from operations increased by 77.3% YoY to ₹121.62 crore in FY26 compared to ₹68.58 crore in FY25.
Net Profit skyrocketed to ₹9.06 crore from ₹1.69 crore in the previous year.
Earnings Per Share (EPS) rose significantly to ₹17.05 from ₹3.19 in FY25.
Recommended a dividend of ₹4 per equity share for the financial year ended March 31, 2026.
Cash and cash equivalents as of March 31, 2026, stood at ₹16.96 crore versus ₹8.05 crore in the previous year.
👀 What to Watch
The significant turnaround in profitability and high growth in the Electrode Technologies segment are strong positives. Investors should maintain a positive outlook given the sharp EPS expansion and healthy dividend payout.
De Nora India Shareholders Approve Material Related Party Transactions with 99.98% Majority
De Nora India Limited has received shareholder approval for material related party transactions with its parent company, Industrie De Nora S.p.A., Italy. The resolution was passed via postal ballot with an overwhelming 99.98% of the votes cast in favor. As required by law for interested parties, the promoter group (holding 2,849,500 shares) did not participate in the voting process. This approval is a routine but necessary step to ensure operational continuity and compliance for transactions between the Indian subsidiary and its global parent.
Key Highlights
Shareholders approved material related party transactions with Industrie De Nora S.p.A., Italy
The resolution received 49,000 votes in favor (99.9878%) and only 6 votes against (0.0122%)
Promoter group holding 2,849,500 shares abstained from voting as they were interested parties
The resolution is deemed to have been passed on April 30, 2026, the last date of e-voting
Total public participation was relatively low with 49,006 votes polled out of 2,459,134 public shares
👀 What to Watch
Investors should monitor future financial disclosures to ensure these related party transactions are conducted at arm's length and do not adversely affect minority interests. No immediate action is required as this is a standard regulatory approval for business operations.
De Nora India Seeks Approval for Rs 20.80 Crore Related Party Transactions for FY 2026-27
De Nora India Limited has initiated a postal ballot to obtain shareholder consent for material related party transactions with its Italian parent company, Industrie De Nora S.p.A. The company is seeking approval for transactions up to an aggregate limit of Rs. 2,080 Lakhs for the upcoming financial year 2026-27. These transactions are intended to be conducted on an arm's length basis and within the ordinary course of business. Shareholders can cast their votes electronically between April 1 and April 30, 2026.
Key Highlights
Proposed related party transactions with Industrie De Nora S.p.A. capped at an aggregate of Rs. 2,080 Lakhs.
Transactions pertain to the Financial Year 2026-27 and require an ordinary resolution.
Remote e-voting period is scheduled from April 1, 2026, to April 30, 2026.
The cut-off date for determining shareholder voting eligibility is March 20, 2026.
Results of the postal ballot will be announced on or before May 2, 2026.
👀 What to Watch
Shareholders should review the explanatory statement to ensure the transactions with the parent company are fair and support the subsidiary's margins. While these are routine for MNCs, monitoring the scale of related party dealings is prudent for minority investors.
De Nora India Approves Rs 20.80 Cr Related Party Transactions with Industrie De Nora S.p.A.
De Nora India's Board has approved material related party transactions with its Italian affiliate, Industrie De Nora S.p.A., for the financial year 2026-27. The transactions are capped at an aggregate value of Rs. 2,080 lakhs (Rs. 20.80 Crores) and are subject to shareholder approval. A postal ballot process will be conducted throughout April 2026 to obtain this consent. This is a standard but significant operational move for the company as it involves its parent/group entity.
Key Highlights
Board approved transactions with Industrie De Nora S.p.A., Italy, for FY 2026-27.
Aggregate value of the proposed transactions is capped at Rs. 2,080 lakhs.
Shareholder approval will be sought via Postal Ballot starting April 1, 2026.
The cut-off date for determining member eligibility for voting is March 20, 2026.
Remote e-voting period ends on April 30, 2026, at 5:00 P.M. IST.
👀 What to Watch
Investors should monitor the upcoming Postal Ballot notice for specific details on the nature of these transactions to ensure they are being conducted at arm's length. No immediate action is required other than participating in the voting process.
De Nora India Q3 Results: Revenue Jumps 104% YoY, Significant Turnaround to Profit
De Nora India Limited reported a robust performance for the quarter ended December 31, 2025, with revenue from operations surging 104% year-on-year to ₹3,584.14 lakhs. The company achieved a net profit of ₹257.18 lakhs, marking a significant turnaround from a net loss of ₹781.08 lakhs in the corresponding quarter of the previous year. For the nine-month period (9M FY26), revenue has already reached ₹9,965.48 lakhs, which is substantially higher than the full-year FY25 revenue of ₹6,858.24 lakhs. While the year-on-year growth is exceptional, the quarterly profit saw a sequential decline from Q2 FY26 due to higher raw material costs and warranty provisions.
Key Highlights
Revenue from operations grew 104% YoY to ₹3,584.14 lakhs in Q3 FY26 compared to ₹1,755.86 lakhs in Q3 FY25.
Reported a net profit of ₹257.18 lakhs for the quarter, recovering from a loss of ₹781.08 lakhs in the same period last year.
9M FY26 revenue stands at ₹9,965.48 lakhs, more than doubling the 9M FY25 revenue of ₹4,845.13 lakhs.
Earnings per share (EPS) for the quarter improved to ₹4.84 from a negative ₹14.71 YoY.
Recognized a warranty expense provision of ₹586.51 lakhs during the quarter based on past claims.
👀 What to Watch
The massive year-on-year growth and nine-month turnaround indicate strong business momentum in the Electrode Technologies segment. Investors should maintain a positive outlook but monitor the impact of warranty provisions and raw material costs on operating margins in upcoming quarters.
De Nora India Q3 FY26 Revenue Jumps 104% YoY to ₹35.8 Cr, Returns to Profit
De Nora India reported a strong turnaround in Q3 FY26, with revenue from operations doubling to ₹35.84 crore compared to ₹17.56 crore in the same quarter last year. The company posted a net profit of ₹2.57 crore, a significant recovery from a net loss of ₹7.81 crore in Q3 FY25. For the nine-month period ending December 2025, revenue surged to ₹99.65 crore from ₹48.45 crore, indicating robust growth in its core Electrode Technologies segment. While sequential profit dipped slightly from Q2 FY26, the year-on-year recovery and massive top-line expansion remain the primary highlights.
Key Highlights
Revenue from operations grew 104% YoY to ₹3,584.14 lakhs in Q3 FY26.
Net Profit stood at ₹257.18 lakhs, compared to a net loss of ₹781.08 lakhs in the previous year's corresponding quarter.
Nine-month revenue for FY26 reached ₹9,965.48 lakhs, more than double the ₹4,845.13 lakhs recorded in the same period last year.
Earnings Per Share (EPS) improved to ₹4.84 for the quarter from a negative ₹14.71 in Q3 FY25.
Warranty expenses remained a significant cost factor at ₹586.51 lakhs for the quarter, impacting margins.
👀 What to Watch
The company has demonstrated a strong operational turnaround and massive revenue growth, though sequential margins compressed due to higher material and warranty costs. Investors should monitor the sustainability of this growth in the Electrode Technologies segment and the impact of recurring warranty provisions on bottom-line stability.
De Nora India Shareholders Approve Director Appointments and Re-appointments
De Nora India Limited has announced the successful passage of three key resolutions via postal ballot, all receiving 99.9998% approval from voting shareholders. The resolutions include the appointment of Mr. Deepak Nagvekar as a Whole-time Director and Mr. Guido Picari as a Non-Executive Non-Independent Director. Furthermore, shareholders approved the re-appointment of Mr. Purushottam Mantri as an Independent Director for a second five-year term. The voting process saw a total turnout of 54.42% of the company's total outstanding shares.
Key Highlights
Appointment of Mr. Deepak Nagvekar as Whole-time Director approved with 2,889,148 votes in favor.
Re-appointment of Mr. Purushottam Mantri as Independent Director for a second 5-year term confirmed.
Mr. Guido Picari appointed as Non-Executive Non-Independent Director with near-unanimous support.
Total voting turnout recorded at 54.42%, representing 2,889,155 shares out of 5,308,634 total shares.
All resolutions passed with a requisite majority, with only 7 votes cast against each resolution.
👀 What to Watch
These appointments ensure leadership continuity and regulatory compliance for the company. Investors should view this as a routine governance update with no immediate impact on stock fundamentals.
