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Latest filing: 2026-08-13 17:30
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Rs 7.50 Cr Q1 PAT: Kothari Products Recovers from Previous Quarter Loss
Kothari Products reported a consolidated net profit of Rs 7.50 Cr for the quarter ended June 30, 2026, marking a recovery from the Rs 1.95 Cr loss in the preceding March quarter. However, profitability remains significantly lower than the Rs 21.25 Cr reported in the same period last year (June 2025). Consolidated revenue grew 5.5% YoY to Rs 289.78 Cr, primarily driven by the trading segment. Notably, the Real Estate segment contributed Rs 7.25 Cr to the segment results, slightly outperforming the much larger Trading segment's profit of Rs 6.56 Cr.
Confidence: HIGH
What changedThe company has returned to profitability on a consolidated basis after reporting a loss in the previous quarter, though it has not yet reached the profit levels seen in early FY26.
Why it mattersAs a trading-heavy business with thin margins, the company's ability to generate stable profits is highly dependent on commodity cycles and its secondary real estate business, which currently provides more stable earnings than its core trading operations.
Consolidated Revenue (Q1): Rs 289.78 CrConsolidated PAT (Q1): Rs 7.50 CrTrading Segment Profit: Rs 6.56 CrReal Estate Segment Profit: Rs 7.25 CrRevenue vs TTM Revenue: 31.8%
📅 Short termThe recovery from a loss in the previous quarter is a positive signal, but the sharp YoY decline in PAT may limit immediate stock price appreciation.
📈 Long termThe company's structural reliance on real estate for a majority of its profits, despite it being a small fraction of revenue, suggests the core trading business remains under margin pressure.
⚠ Risk flags
- High volatility in trading segment margins
- Significant YoY decline in net profit
- Dependence on non-core real estate segment for profitability
Key Highlights
Consolidated Revenue from operations stood at Rs 289.78 Cr, up 5.5% from Rs 274.68 Cr in June 2025.
Net Profit recovered to Rs 7.50 Cr from a loss of Rs 1.95 Cr in the previous quarter (March 2026).
Trading segment revenue reached Rs 273.80 Cr, accounting for 94.5% of total consolidated revenue.
Real Estate segment profit of Rs 7.25 Cr provided a significant buffer to the bottom line compared to the Trading segment's Rs 6.56 Cr profit.
Earnings Per Share (EPS) for the quarter was Rs 1.26, down from Rs 3.03 in the year-ago period.
👀 What to Watch
Investors should monitor the volatility in the trading segment's operating margins, which have fluctuated significantly over recent quarters. The performance of the Real Estate segment remains a critical driver of net profitability and should be watched for consistency.
Kothari Products FY26 Total Income at ₹389.32 Cr; No Dividend Declared
Kothari Products reported a standalone total income of ₹38,932 Lacs for the full year ended March 31, 2026, representing a decline from ₹44,847 Lacs in the previous fiscal year. However, the fourth quarter (Q4 FY26) showed a significant recovery with total income rising to ₹11,039 Lacs compared to ₹7,126 Lacs in Q4 FY25. The Board has decided not to recommend any dividend for FY 2025-26 to conserve resources for future growth. Total expenses for the full year also decreased to ₹37,309 Lacs from ₹39,106 Lacs in FY25.
Key Highlights
Full-year standalone total income declined by 13.2% YoY to ₹38,932 Lacs.
Q4 FY26 total income grew by 54.9% YoY to ₹11,039 Lacs compared to ₹7,126 Lacs in Q4 FY25.
The company skipped dividend payments for FY 2025-26 to conserve cash for future requirements.
Full-year total expenses were reduced to ₹37,309 Lacs from ₹39,106 Lacs in the previous year.
Statutory auditors issued an unmodified opinion on the financial results for the period.
👀 What to Watch
The sharp recovery in Q4 revenue is encouraging, but the overall annual decline and lack of dividend suggest a period of consolidation. Investors should monitor if the Q4 momentum translates into sustained growth in the next fiscal year.
Kothari Products Q3 Standalone PAT up 14% YoY to ₹18.3 Cr; Aided by ₹24.5 Cr Exceptional Gain
Kothari Products reported a standalone revenue of ₹63.18 crore for Q3 FY26, marking a 70% increase YoY but a decline from ₹89.30 crore in Q2. The standalone PAT rose to ₹18.30 crore, supported by a significant exceptional gain of ₹24.48 crore related to stake changes in a component. On a consolidated basis, the performance is impacted by the Singapore subsidiary's loss of ₹15.62 crore for the quarter. For the nine-month period, standalone total income is down significantly to ₹278.93 crore from ₹377.21 crore in the previous year.
Key Highlights
Standalone revenue from operations grew 70% YoY to ₹63.18 crore in Q3 FY26.
Recorded a one-time exceptional gain of ₹24.48 crore from stake changes in a component during the quarter.
Standalone Net Profit increased to ₹18.30 crore compared to ₹16.00 crore in the previous year's corresponding quarter.
The Singapore subsidiary reported a net loss of ₹15.62 crore on revenue of ₹98.73 crore for the quarter.
Total standalone income for the nine-month period ended Dec 2025 fell to ₹278.93 crore from ₹377.21 crore YoY.
👀 What to Watch
Investors should look past the standalone profit which was inflated by a one-time gain and focus on the consolidated losses from international operations. Monitor the stability of core revenue which has seen a sharp sequential decline and a year-to-date drop.
