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14 announcements match the current filters (relevance ≥ 5).
Mayur Uniquoters Q1 FY27: 38% PAT Growth; New Capacity to Add ₹150 Cr Revenue by March 2027
Mayur Uniquoters reported a strong Q1 FY27 with consolidated revenue growing 25% YoY to ₹269.23 cr and PAT rising 38% to ₹56.12 cr. While volume growth was modest at 2%, the performance was driven by a superior product mix, specifically high-value US OEM exports which contributed significantly to realization gains. The company is on track to commission a new 5 lakh meter production line by Feb-March 2027, estimated to add ₹150 cr to annual revenue. Management remains cautious on international greenfield expansion due to global volatility and noted that the PU plant continues to face intense Chinese competition.
Confidence: HIGH
What changedThe Q1 FY27 earnings call transcript confirms a significant shift in revenue mix toward high-margin exports and provides a clear timeline for the next phase of domestic capacity expansion.
Why it mattersThe company is successfully leveraging its position as a preferred supplier for global Auto OEMs, which is driving margin expansion (PAT growth outpacing revenue growth) despite low volume growth and a struggling PU segment.
Consolidated Revenue (Q1 FY27): ₹269.23 crConsolidated PAT (Q1 FY27): ₹56.12 crYoY Revenue Growth: 25%New Line Capacity: 5 lakh metersEst. Revenue from New Line: ₹150 crNew Line Revenue vs TTM Revenue: 15.5%
📅 Short termThe stock may react positively to the 38% PAT growth and the management's confidence in maintaining margins through a better export mix.
📈 Long termThe structural shift toward global Auto OEM supply chains and the planned ₹250-400 cr revenue headroom suggest steady growth, provided the PU segment can eventually turn around.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Intense competition from China in the PU (Polyurethane) segment
- Low volume growth of only 2%
- Global trade volatility delaying international expansion decisions
Key Highlights
Consolidated PAT increased 38% YoY to ₹56.12 cr for the quarter ended June 30, 2026.
Export segment performed strongly, contributing ₹103.80 cr to standalone revenue, led by Auto OEMs at ₹73.56 cr.
New production line of 5 lakh meters expected to be operational by Q4 FY27 (Feb-March 2027).
Volume growth was limited to 2%, with the remaining 23% revenue growth driven by realization and product mix changes.
Management estimates total additional revenue potential of ₹250-400 cr from current and planned capacity expansions.
👀 What to Watch
Watch for the timely commissioning of the new production line in March 2027 and any concrete updates regarding the location of the proposed international plant (Mexico/USA).
Mayur Uniquoters Appoints New Independent Director; Sets Aug 21 as Dividend Record Date
Mayur Uniquoters approved its Q1 FY27 results and announced key board changes during its August 5 meeting. Mr. Vinod Kumar Haritwal has been appointed as an Independent Director for a 5-year term effective August 6, 2026, while Mr. Ratan Kumar Roongta will retire on September 27, 2026. The company fixed August 21, 2026, as the record date for the final dividend of FY26. Additionally, the board recommended the re-appointment of Executive Director Arun Bagaria for another 5-year term starting August 2027.
Confidence: HIGH
What changedThe company has initiated a transition in its independent board membership and finalized the timeline for its annual general meeting and dividend payout.
Why it mattersThese are standard governance and administrative actions that ensure board continuity and fulfill regulatory requirements for dividend distribution and financial reporting.
Q1 FY27 Revenue: ₹247.03 CrQ1 Revenue vs TTM Revenue: 25.5%Dividend Record Date: August 21, 2026AGM Date: September 18, 2026Q1 FY27 Profit Before Tax: ₹77.79 Cr
📅 Short termThe stock may see minor activity around the dividend record date (Aug 21) and in response to the Q1 earnings performance.
📈 Long termLimited structural impact; these are routine governance and compliance-related updates.
Key Highlights
Appointment of Mr. Vinod Kumar Haritwal as Independent Director for a 5-year term until August 2031
Record date for final FY26 dividend fixed for August 21, 2026
Q1 FY27 standalone revenue from operations reported at ₹247.03 Cr
Re-appointment of Mr. Arun Bagaria as Executive Director for 5 years starting August 1, 2027
33rd Annual General Meeting (AGM) scheduled for September 18, 2026
👀 What to Watch
Investors should note the August 21 record date for dividend eligibility and monitor the AGM on September 18 for shareholder approval of management appointments.
Mayur Uniquoters Q1 Revenue at ₹247 Cr, Sets Aug 21 Record Date for Final Dividend
Mayur Uniquoters approved its Q1 FY27 results, reporting revenue from operations of ₹247.03 Cr, a 19.7% increase compared to ₹206.41 Cr in the same quarter last year. The company has fixed August 21, 2026, as the record date for the final dividend of FY26. Significant management changes were announced, including the appointment of Mr. Vinod Kumar Haritwal as an Independent Director for 5 years and the re-appointment of Executive Director Mr. Arun Bagaria for another 5-year term starting August 2027. Mr. Ratan Kumar Roongta will retire as Independent Director on September 27, 2026, after completing his second tenure.
Confidence: HIGH
What changedThe company has reported its first-quarter financials, scheduled its 33rd AGM, and initiated a planned transition in its board of directors.
Why it mattersThe results show steady year-on-year revenue growth, while the management re-appointments ensure leadership continuity in the executive and independent board functions.
Q1 FY27 Revenue: ₹247.03 CrQ1 FY27 PBT: ₹77.79 CrDividend Record Date: August 21, 2026Q1 Revenue vs TTM Revenue: ~25.5%New Director Term: 5 years
📅 Short termThe stock may react to the ~20% YoY revenue growth in Q1 and the upcoming dividend record date in late August.
📈 Long termLeadership continuity is maintained with the re-appointment of the Executive Director, which is critical for the company's stated 10-12% growth strategy in automotive OEMs.
⚠ Risk flags
- Related-party appointment (Executive Director is the son-in-law of the CMD)
Key Highlights
Revenue from operations for Q1 FY27 reached ₹247.03 Cr, up from ₹206.41 Cr in Q1 FY26.
Profit Before Tax (PBT) for the quarter ended June 30, 2026, stood at ₹77.79 Cr.
Record date for the final dividend of FY26 is set for August 21, 2026.
Mr. Vinod Kumar Haritwal appointed as Additional Independent Director for a 5-year term starting August 6, 2026.
Mr. Arun Bagaria re-appointed as Executive Director for 5 years effective August 1, 2027.
👀 What to Watch
Investors should monitor the Q1 earnings growth sustainability and ensure they hold shares by the August 21 record date to be eligible for the final dividend, pending AGM approval on September 18.
Mayur Uniquoters Reports Rs 247 Cr Q1 Revenue; Appoints New Independent Director for 5 Years
Mayur Uniquoters has announced a board reshuffle, appointing Mr. Vinod Kumar Haritwal as an Independent Director for a 5-year term starting August 6, 2026. The company also re-appointed Mr. Arun Bagaria, Executive Director and son-in-law of the CMD, for a further 5-year term effective August 2027. Alongside management changes, the company reported Q1 FY27 standalone revenue of Rs 247.03 crore and a profit of Rs 55.32 crore. A record date of August 21, 2026, has been fixed for the final dividend of FY26, subject to shareholder approval at the upcoming AGM.
Confidence: HIGH
What changedThe company has refreshed its board with a new Independent Director and extended the tenure of a key Executive Director while confirming its Q1 financial performance.
Why it mattersLeadership continuity is maintained through the re-appointment of the Executive Director, while the new Independent Director brings experience from various industry associations like CII and CREDAI.
Q1 FY27 Standalone Revenue: Rs 247.03 CrQ1 FY27 Standalone PAT: Rs 55.32 CrDividend Record Date: August 21, 2026Executive Director Term: 5 YearsIndependent Director Term: 5 Years
📅 Short termThe stock may react to the Q1 earnings performance and the upcoming dividend record date in the next few weeks.
📈 Long termThe management changes ensure stability; long-term growth remains dependent on the ramp-up of PU operations and expansion in the automotive OEM segment.
⚠ Risk flags
- Related-party appointment (Executive Director is the son-in-law of the CMD)
Key Highlights
Mr. Vinod Kumar Haritwal appointed as Independent Director for a 5-year term ending August 2031
Mr. Arun Bagaria re-appointed as Executive Director for 5 years starting August 1, 2027
Standalone Q1 FY27 revenue reached Rs 247.03 crore, up from Rs 206.41 crore in the previous year's quarter
Standalone Net Profit for Q1 FY27 stood at Rs 55.32 crore
Record date for final dividend set for August 21, 2026, with the AGM scheduled for September 18, 2026
👀 What to Watch
Investors should track the upcoming AGM on September 18, 2026, for the formal approval of director appointments and the final dividend payout.
Mayur Uniquoters Q1 Revenue up 19.7% YoY to ₹247 Cr; PBT Surges 40.6% YoY
Mayur Uniquoters reported a strong year-on-year performance for Q1 FY27, with revenue from operations rising 19.7% to ₹247.03 Cr compared to ₹206.41 Cr in Q1 FY26. Profit Before Tax (PBT) saw a significant jump of 40.6% YoY to ₹77.79 Cr, reflecting improved operational efficiencies or a better product mix. However, on a sequential basis, revenue and PBT declined by 5.2% and 5.8% respectively compared to Q4 FY26. The company also confirmed August 21, 2026, as the record date for its final dividend and announced key board re-appointments.
Confidence: HIGH
What changedThe company has transitioned into the new financial year with strong YoY growth and has refreshed its board composition with the appointment of Vinod Kumar Haritwal as an Independent Director.
Why it mattersThe strong YoY profit growth (40%+) significantly outpacing revenue growth (20%) suggests high operating leverage or successful premiumization in the automotive OEM segment, which is critical for maintaining its 26% ROCE.
Revenue (Q1 FY27): ₹247.03 CrPBT (Q1 FY27): ₹77.79 CrYoY Revenue Growth: 19.7%YoY PBT Growth: 40.6%Dividend Record Date: August 21, 2026
📅 Short termThe stock may react positively to the strong YoY earnings beat and margin expansion, although the sequential dip in revenue compared to Q4 FY26 might temper the rally.
📈 Long termThe company's focus on high-value automotive OEM exports and the 'Texture and Hues' retail brand remains the primary structural driver for its 10-12% targeted growth rate.
⚠ Risk flags
- Sequential decline in revenue and profit compared to the immediate previous quarter (Q4 FY26)
- Raw material cost sensitivity as noted in qualitative profiles
Key Highlights
Revenue from operations reached ₹247.03 Cr in Q1 FY27, a 19.7% increase over ₹206.41 Cr in Q1 FY26.
Profit Before Tax (PBT) grew to ₹77.79 Cr from ₹55.32 Cr in the corresponding quarter of the previous year.
Total income for the quarter stood at ₹269.71 Cr, including other income of ₹22.68 Cr.
The company fixed August 21, 2026, as the record date for the final dividend of FY26.
Arun Bagaria re-appointed as Executive Director for a 5-year term starting August 1, 2027.
👀 What to Watch
Watch for the management's commentary on the ramp-up of PU operations (target ₹100-125 Cr) and the sustainability of the current ~31% PBT margins in upcoming quarters.
19.7% Revenue Growth in Q1 FY27; PBT Surges 40.6% YoY to ₹77.79 Cr
Mayur Uniquoters reported a strong start to FY27, with Q1 revenue from operations rising 19.7% YoY to ₹247.03 Cr. Profit Before Tax (PBT) grew significantly by 40.6% YoY to ₹77.79 Cr, reflecting improved operational efficiency and higher other income of ₹22.68 Cr. The company has fixed August 21, 2026, as the record date for the final dividend of FY26. Additionally, the board approved key leadership changes, including the re-appointment of Executive Director Arun Bagaria for a five-year term.
Confidence: HIGH
What changedThe company reported its Q1 FY27 financial results and announced the record date for its final dividend, alongside the appointment of a new Independent Director and the re-appointment of an Executive Director.
Why it mattersThe strong growth in PBT and revenue indicates robust demand in the automotive OEM and export segments, which are higher-margin areas for the company. Maintaining a PBT margin of ~31% (including other income) demonstrates strong pricing power and cost management.
Revenue (Q1 FY27): ₹247.03 CrPBT (Q1 FY27): ₹77.79 CrYoY Revenue Growth: 19.7%YoY PBT Growth: 40.6%Dividend Record Date: August 21, 2026
📅 Short termThe stock is likely to react positively to the strong earnings growth and the clarity on the dividend record date.
📈 Long termThe company's strategy to focus on premium automotive OEMs and the expansion of its 'Texture and Hues' retail brand supports its long-term growth target of 10-12% and high ROCE profile.
⚠ Risk flags
- Volatility in raw material costs
- Potential logistics cost increases affecting margins
Key Highlights
Revenue from operations increased to ₹247.03 Cr in Q1 FY27 from ₹206.41 Cr in Q1 FY26.
Profit Before Tax (PBT) rose to ₹77.79 Cr, a 40.6% increase over the ₹55.32 Cr reported in the same quarter last year.
Other income contributed ₹22.68 Cr to the total income of ₹269.71 Cr.
Record date for the final dividend for FY26 is set for August 21, 2026.
Mr. Arun Bagaria re-appointed as Executive Director for 5 years effective August 1, 2027.
👀 What to Watch
Investors should monitor the progress of the PU (Polyurethane) operations ramp-up, which has a medium-term revenue target of ₹100-125 Cr, and track the execution of export orders for US and European automotive OEMs.
Mayur Uniquoters Q4 FY26 PAT Surges 73% YoY; Export Growth Drives Margins to 30%
Mayur Uniquoters reported a robust Q4 FY26 with standalone PAT growing 73% YoY to ₹60.71 crore, driven by a 35.5% value growth in exports. The company achieved a high exit margin of approximately 30%, supported by a favorable product mix and foreign exchange gains. Management has guided for 15-20% export growth and 8-10% domestic growth in the coming years, focusing on high-margin automotive sectors. While the PU business remains muted at ₹27.08 crore for the year, the addition of new platforms for global OEMs like Ford provides a positive outlook for future volumes.
Key Highlights
Standalone Q4 revenue rose 22% YoY to ₹260.55 crore, while PAT jumped 73% to ₹60.71 crore.
Export value grew by 35.5% in FY26, now contributing 42.5% to the total revenue mix.
Total sales volume for FY26 reached 31 million meters, representing a 5% volume growth compared to 15% value growth.
Management targets 15-20% growth in exports and 8-10% in the domestic market for the next 2-3 years.
PU business revenue for FY26 was ₹27.08 crore, with the company recently passing audits for major global brands.
👀 What to Watch
Investors should focus on the company's ability to sustain 30% margins as the export mix increases. The stock remains a strong play on the premiumization of automotive upholstery and global OEM expansion.
Mayur Uniquoters FY26 Net Profit Jumps 44% to ₹203 Cr; Final Dividend of ₹6/Share Declared
Mayur Uniquoters reported a strong financial performance for FY26, with standalone revenue growing 14.8% YoY to ₹941.7 crore. Net profit for the full year surged by 43.9% to ₹202.97 crore, driven by robust operational performance and improved margins. The Board has recommended a final dividend of ₹6 per share, representing a 120% payout on the face value. The company's annual EPS improved significantly from ₹32.28 to ₹46.71, reflecting enhanced shareholder value.
Key Highlights
Standalone Revenue from operations grew to ₹94,170.96 lakhs in FY26 from ₹82,020.64 lakhs in FY25.
Net Profit after tax for FY26 increased by 43.9% YoY to ₹20,296.97 lakhs.
Recommended a final dividend of ₹6 per equity share (120% on face value of ₹5).
Basic EPS for the full year rose to ₹46.71 compared to ₹32.28 in the previous fiscal year.
Total income for Q4 FY26 stood at ₹26,357.98 lakhs, showing steady quarterly momentum.
👀 What to Watch
Investors should take note of the significant bottom-line growth and healthy dividend yield. The strong improvement in EPS suggests operational efficiency, making it a positive signal for long-term holders.
Mayur Uniquoters FY26 PAT Jumps 45% to ₹203 Cr; Recommends ₹6 Final Dividend
Mayur Uniquoters reported a robust performance for the financial year ended March 31, 2026, with standalone net profit surging 45% YoY to ₹202.97 crore. Revenue from operations grew by 14.8% to reach ₹941.71 crore, driven by improved operational efficiencies. The Board has recommended a final dividend of ₹6 per share (120% of face value), signaling strong cash flow and management confidence. Additionally, the company has streamlined its governance by appointing S. Bhandari & Company LLP as Internal Auditors for FY 2026-27.
Key Highlights
Standalone Net Profit increased 45% YoY to ₹202.97 crore in FY26 from ₹140.01 crore in FY25.
Revenue from operations rose to ₹941.71 crore in FY26 compared to ₹820.21 crore in the previous year.
Recommended a final dividend of ₹6 per equity share (120%) for FY 2025-26.
Basic EPS for the full year improved significantly to ₹46.71 from ₹32.28 YoY.
Appointed M/s S. Bhandari & Company LLP as Internal Auditors for the 2026-27 fiscal year.
👀 What to Watch
The strong double-digit growth in both revenue and profitability makes this a positive result; investors should hold for long-term gains and monitor the upcoming AGM for dividend approval.
Mayur Uniquoters FY26 Net Profit Jumps 45% to ₹203 Cr; Recommends ₹6 Final Dividend
Mayur Uniquoters reported a robust performance for the financial year ended March 31, 2026, with standalone net profit rising 45% YoY to ₹202.97 crore. Annual revenue from operations grew by 14.8% to reach ₹941.71 crore compared to ₹820.21 crore in the previous fiscal. The Board has recommended a final dividend of ₹6 per share (120% of face value), signaling strong cash flow and shareholder commitment. The company also confirmed the re-appointment of its internal and cost auditors for the 2026-27 period.
Key Highlights
Standalone Net Profit for FY26 increased to ₹202.97 crore from ₹140.09 crore in FY25, a 44.9% growth.
Annual Revenue from operations stood at ₹941.71 crore, up from ₹820.21 crore in the previous year.
Recommended a final dividend of ₹6 per equity share (120%) for the financial year 2025-26.
Earnings Per Share (EPS) improved significantly to ₹46.71 in FY26 compared to ₹32.28 in FY25.
Standalone Total Income for Q4 FY26 grew to ₹26,357.98 lakhs compared to ₹22,564.07 lakhs in Q4 FY25.
👀 What to Watch
Investors should take note of the significant margin expansion and strong bottom-line growth which suggests improved operational efficiency. The healthy dividend payout makes it an attractive proposition for long-term investors in the textile and synthetic leather sector.
Mayur Uniquoters FY26 Net Profit Surges 44% to ₹203 Cr; Final Dividend of ₹6 Declared
Mayur Uniquoters reported a robust performance for FY26, with standalone revenue growing 14.8% YoY to ₹941.71 crore. The company's net profit for the full year saw a significant jump of 43.9%, reaching ₹202.97 crore compared to ₹140.99 crore in the previous fiscal. Quarterly performance was particularly strong, with Q4 net profit rising 73.8% YoY to ₹60.71 crore. In light of these results, the board has recommended a final dividend of ₹6 per share (120% of face value).
Key Highlights
Standalone Revenue from operations grew 14.8% YoY to ₹941.71 crore in FY26.
Annual Net Profit increased by 43.9% to ₹202.97 crore from ₹140.99 crore in FY25.
Q4 FY26 standalone net profit stood at ₹60.71 crore, a 73.8% jump from ₹34.92 crore in Q4 FY25.
Recommended a final dividend of ₹6 per equity share (120% of face value) for the financial year.
Full-year Basic EPS improved significantly to ₹46.71 from ₹32.28 in the previous year.
👀 What to Watch
The company demonstrates strong growth momentum and margin expansion; investors should consider holding or accumulating on dips given the healthy dividend yield and EPS growth. The 73% jump in quarterly profit suggests improving operational efficiency and demand.
Mayur Uniquoters Reports Partial Strike at Dhodsar Plant; 15,000 Linear Meters Daily Production Loss
Mayur Uniquoters has reported a partial strike by contractual workers at its Dhodsar manufacturing plant in Rajasthan, effective May 9, 2026. The strike has resulted in the stoppage of one coating line, leading to an estimated production loss of 15,000 linear meters per day. While this specific unit is affected, the company's other manufacturing plants remain fully operational. Management is currently negotiating with workers who are demanding wage increases beyond existing industry standards to reach an amicable resolution.
Key Highlights
Strike by contractual workers at Dhodsar plant started on May 9, 2026
Estimated production loss of approximately 15,000 linear meters per day
Operations partially affected with one coating line currently shut down
All other manufacturing plants of the company remain fully operational
Management is in active discussions with contractors to resolve wage demands
👀 What to Watch
Investors should monitor the duration of the strike, as a prolonged shutdown of the coating line could impact near-term volume growth. The immediate impact is limited given that other plants are operational, but labor unrest can be a risk to margins if wage hikes are significant.
Mayur Uniquoters Q3 FY26: PAT Surges 77% YoY to ₹52.9 Cr; Strong Export Momentum
Mayur Uniquoters reported a robust performance for Q3 FY26, with stand-alone PAT growing 77% YoY to ₹52.93 crores and revenue increasing 22% to ₹236.99 crores. The company maintained healthy margins of 24-25%, driven by a strong export contribution of ₹97.18 crores. Management is actively evaluating a ₹200 crore capex for a South India plant and a potential ₹300 crore global facility to mitigate long-term tariff risks. Expansion into Europe is also gaining traction through a new subsidiary in Estonia focusing on the Marine and Furnishing segments.
Key Highlights
Stand-alone PAT increased 77% YoY to ₹52.93 crores, while stand-alone revenue grew 22% to ₹236.99 crores.
Export revenue reached ₹97.18 crores for the quarter, with management expecting export growth to continue outpacing domestic growth.
Total sales volume stood at 76.3 lakh meters, which includes 2.56 lakh meters of PU leather.
Evaluating a ₹200 crore capex for a South India PVC plant with an ultimate capacity of 1 million meters per month.
Maintained EBITDA margins in the 24-25% range due to a favorable product mix and increased focus on high-margin export OEMs.
👀 What to Watch
Investors should take note of the significant profit growth and the company's successful expansion into high-margin export markets. Monitor the final decision on the South India and global capex plans as these will be key drivers for future volume growth.
Mayur Uniquoters Q3 FY26 Standalone Net Profit Surges 77% YoY to ₹52.94 Crore
Mayur Uniquoters reported a robust performance for the quarter ended December 31, 2025, with standalone revenue growing 21.6% YoY to ₹236.99 crore. The company's net profit saw a significant jump of 77.4% YoY, reaching ₹52.94 crore, supported by a 70.6% increase in Profit Before Tax. Alongside the financial results, the board approved the appointment of Mr. Samdar Singh as Senior General Manager - HR and Administration to the senior management team. These results indicate strong operational leverage and growth in their core synthetic leather business.
Key Highlights
Standalone Revenue from operations rose 21.6% YoY to ₹23,698.52 lakhs in Q3 FY26.
Net Profit for the quarter surged 77.4% YoY to ₹5,293.51 lakhs from ₹2,984.16 lakhs in Q3 FY25.
Earnings Per Share (EPS) increased to ₹12.18 for the quarter, up from ₹6.88 in the previous year's corresponding period.
Profit Before Tax (PBT) stood at ₹7,008.79 lakhs, representing a 70.6% growth over the previous year.
Appointed Mr. Samdar Singh as Senior General Manager - HR and Administration (SMP) effective January 30, 2026.
👀 What to Watch
The strong double-digit growth in both top-line and bottom-line figures is a positive signal for shareholders. Investors should maintain a positive outlook while monitoring the company's ability to sustain these high margins in the coming quarters.
