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Latest filing: 2026-10-09 19:05
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Note: These are AI-generated, educational summaries of public NSE
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9 announcements match the current filters (relevance ≥ 5).
FMGOETZE Approves ₹335.1 Cr Capex Across Multiple Plants Over 18 Months
Federal-Mogul Goetze has approved a major capacity expansion requiring an investment of ₹3,351 million (~₹335.1 Cr), which accounts for ~16.7% of its TTM revenue and ~24.6% of its net worth. The company reported 100% capacity utilization across existing operations and plans to fund this expansion entirely through internal accruals. The expansion spans facilities in Patiala, Bengaluru, and Bhiwadi, adding volume across pistons, rings, guides, and introducing a new engine valve line. The project is targeted for completion within 18 months to meet growing demand and optimize manufacturing footprints.
Confidence: HIGH
What changedBoard approved a ₹335.1 Cr multi-location brownfield/greenfield capacity expansion across rings, pistons, and a new engine valve line.
Why it mattersOperating at 100% capacity utilization had capped organic volume growth; this internally-funded capex unlocks revenue potential without leveraging the debt-free balance sheet.
Investment Required: Indian Rupees 3,351 MillionCapex vs Net Worth: ~24.6%Capex vs TTM Revenue: ~16.7%Current Capacity Utilization: 100%Implementation Period: Within 18 months
📅 Short termPositive sentiment driver as the company confirms full capacity utilization and announces sizable growth investment without taking on debt.
📈 Long termExpands core piston and ring capabilities while introducing engine valves, providing long-term revenue growth visibility and margin stability upon commissioning.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Project execution delays beyond the 18-month window
- Dependence on automotive cycle and OEM production schedules
- Input cost fluctuations during project construction
Key Highlights
Approved ₹3,351 Million (~₹335.1 Cr) capex funded fully via internal accruals
Current annualized capacity utilization stands at 100%
Capacity additions include 8.15M CI Rings, 5.04M Steel Ring PVD sets, and 3.96M Pistons
Introduces a new Engine Valve product line with 3.24M volume capacity
Project targeted for completion within 18 months across Patiala, Bengaluru, and Bhiwadi plants
👀 What to Watch
Track quarterly execution updates, progress on commissioning across the three plant locations, and management commentary on volume ramp-up over the 18-month horizon.
FMGOETZE Declares ₹94/Share Dividend (₹86.50 Special + ₹7.50 Interim); Record Date Sep 4, 2026
Federal-Mogul Goetze has declared a total dividend of ₹94.00 per share, comprising a special dividend of ₹86.50 and an interim dividend of ₹7.50 per equity share of face value ₹10. The record date to determine eligible shareholders is set for September 4, 2026, with payment to be completed on or before September 25, 2026. At the prevailing market price of ₹533.50, this combined dividend represents a substantial one-time yield of ~17.6%, distributing significant accumulated cash reserves to shareholders.
Confidence: HIGH
What changedThe Board of Directors approved a ₹94.00 per share dividend distribution consisting of a ₹7.50 interim dividend and an ₹86.50 special dividend.
Why it mattersThe massive one-off payout returns surplus cash to shareholders (yielding ~17.6% on the current share price) and reflects high capital return efficiency from its debt-free balance sheet.
Special Dividend per share: INR 86.50Interim Dividend per share: INR 7.50Total Dividend per share: INR 94.00Record Date: 04-Sep-2026Dividend yield on current price: ~17.6%
📅 Short termThe stock price is likely to see strong short-term interest ahead of the September 4, 2026 record date, followed by an ex-dividend price adjustment.
📈 Long termLimited structural impact as special dividends are non-recurring; long-term value will depend on sustained automotive component demand and core earnings growth.
⚠ Risk flags
- One-off nature of special dividend does not represent recurring run-rate yield
- Substantial cash outflow reduces surplus treasury reserves
Key Highlights
Special dividend of ₹86.50 per equity share approved by the Board
Interim dividend of ₹7.50 per share declared, bringing total payout to ₹94.00 per share
Record date fixed as September 4, 2026
Dividend payment to be credited on or before September 25, 2026
👀 What to Watch
Track the ex-dividend date ahead of the September 4, 2026 record date and monitor the subsequent impact of the substantial cash payout on balance sheet liquidity.
Federal-Mogul Goetze Declares ₹94/Share Dividend (₹7.50 Interim + ₹86.50 Special)
Federal-Mogul Goetze (India) Limited has declared an aggregate dividend of ₹94.00 per equity share (face value ₹10), consisting of an interim dividend of ₹7.50 and a special dividend of ₹86.50. At the current share price of ₹533.50, this represents a massive dividend yield of approximately 17.6%. The total payout will be around ₹546 crore, which is over 3x the company's TTM net profit of ₹178 crore and roughly 40% of its net worth. The record date is fixed as September 4, 2026, with payment to be completed on or before September 25, 2026.
Confidence: HIGH
What changedThe board approved a total dividend payout of ₹94 per share (₹7.50 interim + ₹86.50 special) payable to shareholders on the register as of September 4, 2026.
Why it mattersThe ₹546 crore distribution represents a substantial cash return to shareholders (~17.6% yield), utilizing accumulated surplus while leaving the core operations virtually debt-free.
Interim dividend: INR 7.50 per shareSpecial dividend: INR 86.50 per shareTotal dividend per share: INR 94.00Dividend yield: ~17.6%Estimated payout vs Net worth: ~40.1%Record date: 04-Sep-2026
📅 Short termShare price is likely to see strong buying interest ahead of the cum-dividend cut-off, followed by a corresponding price adjustment on the ex-dividend date.
📈 Long termLimited operational impact; reflects strong historical cash accumulation and shareholder distributions, though future annual capex (~₹80-90 Cr) will rely on ongoing internal accruals.
⚠ Risk flags
- One-off nature of the special dividend
- Large cash outflow of ~₹546 Cr reduces treasury surplus
Key Highlights
Interim dividend declared at INR 7.50 per equity share of INR 10 each.
Special dividend declared at INR 86.50 per equity share, bringing total payout to INR 94.00 per share.
Record date for dividend eligibility fixed as Friday, September 4, 2026.
Dividend payment scheduled to be completed on or before September 25, 2026.
👀 What to Watch
Track the ex-dividend date ahead of the September 4, 2026 record date and monitor the post-payout balance sheet liquidity in subsequent quarterly filings.
FMGOETZE Declares ₹94/Share Dividend (₹86.50 Special + ₹7.50 Interim)
Federal-Mogul Goetze (India) Limited has declared a total dividend of ₹94.00 per share (face value ₹10), comprising an interim dividend of ₹7.50 and a special dividend of ₹86.50. At the current market price of ₹533.50, this represents a substantial one-time dividend yield of approximately 17.6%. The company has fixed September 4, 2026, as the record date, with payout scheduled on or before September 25, 2026.
Confidence: HIGH
What changedThe Board of Directors approved an interim dividend of ₹7.50 and a special dividend of ₹86.50 per share for eligible shareholders.
Why it mattersThe massive ₹94.00 per share distribution (~17.6% of current stock price) returns substantial surplus cash to shareholders, enabled by the company's debt-free balance sheet (D/E 0.00) and healthy cash reserves.
Special dividend: INR 86.50 per shareInterim dividend: INR 7.50 per shareTotal dividend: INR 94.00 per shareDividend yield on current price: ~17.6%Record Date: 4 September 2026Payment Date: on or before 25 September 2026
📅 Short termExpect high investor interest leading up to the September 4, 2026 record date, followed by an ex-dividend price downward adjustment corresponding to the ₹94 payout.
📈 Long termLimited operational impact; signals management confidence and capital discipline in distributing excess liquidity while sustaining steady capex.
⚠ Risk flags
- Significant one-off reduction in cash and book value following the dividend disbursement
- Stock price will adjust downward by the dividend amount on the ex-dividend date
Key Highlights
Declared a special dividend of INR 86.50 per equity share (face value INR 10)
Declared an interim dividend of INR 7.50 per equity share, taking aggregate payout to INR 94.00 per share
Record date set for Friday, September 4, 2026
Payment to be completed on or before Friday, September 25, 2026
👀 What to Watch
Track the ex-dividend date preceding the September 4, 2026 record date to determine dividend entitlement, and note the upcoming ex-dividend price adjustment.
Federal-Mogul Goetze Declares ₹94/Share Dividend (₹7.50 Interim + ₹86.50 Special)
Federal-Mogul Goetze (India) Limited's Board of Directors has declared a total dividend of ₹94.00 per equity share of face value ₹10, consisting of an interim dividend of ₹7.50 and a special dividend of ₹86.50. Relative to the current share price of ₹533.50, this represents a significant one-time cash return with an implied dividend yield of ~17.6%. The company has fixed September 4, 2026, as the record date, with payments to be completed on or before September 25, 2026. Total cash outflow will be ~₹546 Cr, utilizing a notable portion of its ₹1,363 Cr net worth.
Confidence: HIGH
What changedThe board approved a combined interim and special dividend payout of ₹94.00 per share.
Why it mattersDistributes substantial accumulated cash reserves (~₹546 Cr total payout vs TTM PAT of ₹178 Cr) directly to shareholders, including the 75% promoter parent.
Interim dividend: INR 7.50Special dividend: INR 86.50Total dividend per share: INR 94.00Dividend yield: ~17.6%Record date: 4 September 2026Payment completion date: 25th September 2026
📅 Short termThe announcement is likely to drive immediate buying interest and stock re-pricing leading into the September 4, 2026 record date, followed by an equivalent ex-dividend price adjustment.
📈 Long termWhile it rewards shareholders, the large one-off distribution reduces treasury cash reserves available for major aggressive capex expansions beyond routine maintenance.
⚠ Risk flags
- Significant depletion of balance sheet cash reserves for one-off payout
Key Highlights
Interim dividend declared at ₹7.50 per equity share
Special dividend declared at ₹86.50 per equity share, totaling ₹94.00 per share
Implies a ~17.6% dividend yield based on current market price of ₹533.50
Record date set for September 4, 2026, with payment on or before September 25, 2026
👀 What to Watch
Watch for the ex-dividend date ahead of the September 4, 2026 record date and monitor the subsequent cash balance impact in upcoming quarterly balance sheet disclosures.
FMGOETZE Q1 FY27: Revenue Up 9.3% YoY to ₹543 Cr; PAT Stagnant at ₹45.3 Cr
Federal-Mogul Goetze (India) reported a 9.3% YoY growth in consolidated revenue to ₹543.43 Cr for Q1 FY27. Despite the revenue growth, consolidated net profit remained nearly flat at ₹45.33 Cr compared to ₹45.15 Cr in the year-ago period, reflecting margin pressure. Standalone material costs rose significantly by 24% YoY to ₹237.17 Cr, impacting the bottom line. The company remains debt-free with a strong ROCE of 20%, though quarterly EPS growth has stalled at ₹7.81.
Confidence: HIGH
What changedThe filing represents the first quarter financial results for FY27, showing steady top-line growth but flat bottom-line performance compared to the previous year.
Why it mattersAs a dominant player in the piston and rings industry, the company's ability to maintain margins amidst rising input costs is critical for its valuation, which currently sits at a P/E of 15.9.
Consolidated Revenue (Q1): ₹543.43 CrConsolidated PAT (Q1): ₹45.33 CrYoY Revenue Growth: 9.3%YoY PAT Growth: 0.4%Standalone Material Cost: ₹237.17 CrConsolidated EPS: ₹7.81
📅 Short termThe stock is likely to remain range-bound as the market digests the flat profit growth despite a healthy top-line increase.
📈 Long termLong-term prospects depend on the successful transition to TGDI and mild-hybrid vehicle components to meet evolving emission norms, alongside maintaining its dominant market share.
⚠ Risk flags
- Rising raw material costs (Aluminum/Steel) impacting margins
- High client concentration with top OEMs accounting for 90% of sales
- Stagnant net profit growth despite revenue expansion
Key Highlights
Consolidated Revenue from operations increased 9.3% YoY to ₹543.43 Cr from ₹497.12 Cr.
Consolidated Net Profit grew marginally by 0.4% YoY to ₹45.33 Cr.
Standalone cost of materials consumed surged to ₹237.17 Cr from ₹191.33 Cr in the previous year's quarter.
Employee benefit expenses (Consolidated) rose to ₹113.00 Cr from ₹107.72 Cr YoY.
Finance costs remained negligible at ₹2.38 Cr, consistent with the company's near-zero debt profile.
👀 What to Watch
Monitor the company's ability to pass on rising raw material costs (Aluminum/Steel) to the 10% of customers not covered by pass-through agreements. Watch for execution on the planned ₹80-90 Cr annual technology upgrade capex.
Federal-Mogul Goetze Approves FY26 Audited Financial Results with Unmodified Auditor Opinion
Federal-Mogul Goetze (India) Limited has approved its audited standalone and consolidated financial results for the quarter and full year ending March 31, 2026. The statutory auditors have issued an unmodified opinion, confirming the reliability of the financial statements. The company has scheduled its 71st Annual General Meeting (AGM) for August 25, 2026. While the specific profit and loss figures were not detailed in the cover letter, the formal approval marks the completion of the annual reporting cycle for the Tenneco Group company.
Key Highlights
Board approved audited standalone and consolidated financial results for the fiscal year ended March 31, 2026.
Statutory auditors issued an unmodified opinion on the financial results, indicating no major accounting discrepancies.
The 71st Annual General Meeting (AGM) is scheduled to be held on Tuesday, August 25, 2026.
The Board Report for the Financial Year 2025-26 was formally approved during the meeting.
👀 What to Watch
Investors should examine the detailed financial statements in Annexure-A to evaluate year-on-year growth in revenue and margins. The unmodified opinion is a positive sign of corporate governance and financial transparency.
Federal-Mogul Goetze Q3 Revenue Up 14% YoY to ₹486 Cr; PAT Impacted by Exceptional Labour Cost
Federal-Mogul Goetze reported a 14.3% YoY increase in revenue from operations to ₹486.48 crore for the quarter ended December 31, 2025. While Profit Before Tax (before exceptional items) showed strong growth of 35.7% reaching ₹51.04 crore, the bottom line was constrained by a one-time exceptional charge of ₹14.88 crore related to the new Labour Code. Consequently, Net Profit remained nearly flat YoY at ₹27.78 crore compared to ₹27.44 crore in the previous year's quarter. The company's nine-month performance remains robust with a 19% growth in PAT.
Key Highlights
Revenue from operations grew 14.3% YoY to ₹48,647.98 lakhs.
Profit Before Tax (before exceptional items) rose 35.7% YoY to ₹5,104.41 lakhs.
Recognized a one-time exceptional charge of ₹1,488.04 lakhs due to the impact of new Government Labour Codes.
Net Profit for the quarter stood at ₹2,778.41 lakhs, a marginal 1.25% increase YoY.
Nine-month PAT increased by 19% YoY to ₹12,063.36 lakhs.
👀 What to Watch
Investors should focus on the strong underlying operational growth (PBT up 35% YoY) rather than the flat PAT, which was hit by a non-recurring regulatory provision. The stock remains a watch for how the new labour codes affect long-term operating margins.
Federal-Mogul Goetze Q3 Revenue Up 14% YoY to ₹486 Cr; PAT Impacted by ₹14.88 Cr Exceptional Item
Federal-Mogul Goetze (India) reported a steady 14.3% YoY growth in standalone revenue to ₹486.48 crore for the quarter ended December 31, 2025. While operational profitability was strong with Profit Before Tax (before exceptional items) rising 35.7% YoY to ₹51.04 crore, the net profit was weighed down by a one-time exceptional provision of ₹14.88 crore related to the new Labour Code. Consequently, PAT for the quarter remained flat at ₹27.78 crore compared to ₹27.44 crore in the previous year. However, the nine-month performance remains robust with PAT growing 19% YoY to ₹120.63 crore.
Key Highlights
Revenue from operations increased 14.3% YoY to ₹486.48 crore from ₹425.50 crore.
Profit Before Tax (before exceptional items) grew significantly by 35.7% YoY to ₹51.04 crore.
Recognized a one-time exceptional expense of ₹14.88 crore for estimated financial implications of the new Labour Code.
Nine-month PAT for FY26 stands at ₹120.63 crore, up from ₹101.30 crore in the same period last year.
Quarterly EPS stood at ₹4.99, nearly unchanged from ₹4.93 in the corresponding quarter of the previous year.
👀 What to Watch
Investors should focus on the strong operational PBT growth of 35% rather than the flat PAT, as the latter was impacted by a non-recurring regulatory provision. The company's consistent revenue growth suggests a healthy demand environment in the auto-component sector.
