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Latest filing: 2026-08-01 13:15
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11 announcements match the current filters (relevance ≥ 5).
60% PAT Growth in Q1 FY27; Retail Segment Turns Profitable as Debt Drops to ₹116 Cr
Nilkamal reported a strong bottom-line performance for Q1 FY27, with consolidated PAT rising to ₹24.32 cr from ₹15.24 cr YoY, despite a 7.2% decline in consolidated revenue to ₹819.73 cr. The profitability surge was primarily driven by the Retail & E-commerce segment, which turned around to an EBIT of ₹1.68 cr from a loss of ₹9.5 cr in the previous year. A significant highlight is the reduction in net borrowing to ₹116 cr, down from ₹331 cr a year ago, representing a ~15% reduction relative to net worth. While B2B volumes saw a sharp 37% degrowth, high-growth pockets like Mattress & Foam (up 49%) and Ready Furniture (up 20%) provided support.
Confidence: HIGH
What changedThe Retail & E-commerce division has moved from a loss-making to a profit-making unit, and the company has substantially deleveraged its balance sheet by over ₹200 cr in a year.
Why it mattersThe turnaround in retail and lower debt levels improve the company's margin profile and financial stability, offsetting the current volume weakness in the core plastic furniture and material handling segments.
Consolidated PAT (Q1 FY27): ₹24.32 crConsolidated Revenue (Q1 FY27): ₹819.73 crNet Borrowing: ₹116 crB2B Volume Growth: -37%Debt Reduction vs Net Worth: ~14.7%
📅 Short termThe market is likely to react positively to the sharp increase in PAT and the successful turnaround of the retail division, despite the overall revenue dip.
📈 Long termStructural improvements in the retail segment and a leaner balance sheet could lead to better ROCE over the next few years if B2B volumes stabilize.
⚠ Risk flags
- Significant volume degrowth (37%) in the B2B segment
- 13% degrowth in the core Plastic Furniture business
- 36% degrowth in the Bubbleguard business
Key Highlights
Consolidated PAT grew ~60% YoY to ₹24.32 cr despite revenue headwinds.
Retail & E-commerce segment achieved a turnaround with EBIT of ₹1.68 cr vs a loss of ₹9.5 cr YoY.
Net borrowing significantly reduced to ₹116 cr from ₹331 cr as of June 30, 2025.
Mattress and Foam business recorded a robust 49% growth during the quarter.
Capex for the quarter stood at ₹41 cr, up from ₹36 cr in Q1 FY26.
👀 What to Watch
Investors should monitor the sustainability of the Retail segment's profitability and watch for a recovery in B2B volumes, which currently show a 37% degrowth. The significant debt reduction is a positive structural change to track in upcoming interest cost savings.
Nilkamal Q1 PAT Rises 60% to ₹24.32 Cr Despite 7% Revenue Dip; Retail Segment Turns Profitable
Nilkamal Limited reported a strong bottom-line performance for Q1 FY27 (ended June 30, 2026), with consolidated PAT growing 60% YoY to ₹24.32 cr. This growth was achieved despite a 7.2% decline in consolidated revenue to ₹819.73 cr, primarily due to a 37% volume degrowth in the B2B segment. A key driver was the Retail & E-commerce division turning EBIT positive at ₹1.68 cr, compared to a ₹9.50 cr loss in the same quarter last year. The company also significantly strengthened its balance sheet, reducing net borrowing by 65% YoY to ₹116 cr.
Confidence: HIGH
What changedThe company's retail division has successfully moved from a loss-making phase to profitability, and the company has aggressively deleveraged its balance sheet.
Why it mattersThe turnaround in the retail segment and lower interest costs (finance costs down to ₹9.87 cr) are improving overall margins, making the company less reliant solely on its core B2B plastic business.
Consolidated PAT (Q1 FY27): ₹24.32 crRevenue from Operations (Q1 FY27): ₹819.73 crRetail Segment EBIT: ₹1.68 crNet Borrowing Reduction: ₹215 crB2B Volume Growth: -37%Q1 Revenue vs TTM Revenue: 21.7%
📅 Short termThe market is likely to react positively to the sharp jump in PAT and the retail segment's turnaround, though the B2B volume decline may cap gains.
📈 Long termThe structural shift toward a profitable retail arm and a low-debt balance sheet improves the company's resilience against raw material price volatility in its plastics business.
⚠ Risk flags
- Significant B2B volume degrowth (37%)
- Raw material price volatility (plastic granules)
- High competition in organized furniture retail
Key Highlights
Consolidated Profit After Tax (PAT) increased 60% YoY to ₹24.32 cr from ₹15.24 cr.
Retail & E-commerce segment achieved a turnaround with EBIT of ₹1.68 cr vs a loss of ₹9.50 cr YoY.
Net borrowing reduced significantly to ₹116 cr as of June 30, 2026, compared to ₹331 cr a year ago.
B2B segment faced a 37% volume degrowth, although value-term profitability was sustained.
Quarterly Capex spend increased to ₹41 cr from ₹36 cr in the corresponding previous year quarter.
👀 What to Watch
Investors should monitor the recovery of B2B volumes, particularly in plastic furniture and material handling which saw double-digit degrowth, and track if the retail segment can maintain its newfound profitability.
Nilkamal FY26: 14% Revenue Growth to ₹3,686 Cr; Non-Plastic Sales Surpass Plastic Furniture
Nilkamal reported a steady 14% growth in revenue to ₹3,686 crore for FY26, with PAT rising to ₹105 crore from ₹91 crore. A significant strategic milestone was reached as sales from non-plastic furniture, mattresses, and foam exceeded plastic furniture sales for the first time. The company invested ₹144 crore in expansion (approx. 9.8% of net worth) and maintains a net cash surplus of ₹67 crore. A final dividend of ₹20 per share (200%) has been recommended.
Confidence: HIGH
What changedThe company has successfully diversified its revenue mix, with non-plastic segments now contributing more than the legacy plastic furniture business.
Why it mattersThis shift reduces the company's high sensitivity to plastic resin prices (crude oil linked) and positions it as a broader home solutions provider, potentially leading to better valuation multiples over time.
FY26 Revenue: ₹3,686 crFY26 PAT: ₹105 crAnnual Capex: ₹144 crCapex vs Net Worth: ~9.8%Net Cash Surplus: ₹67 crFinal Dividend: ₹20 per share
📅 Short termThe stock may see positive sentiment from the dividend announcement and the milestone of successful business diversification.
📈 Long termThe structural shift toward non-plastic furniture and mattresses indicates a successful long-term transformation into a lifestyle brand, though raw material volatility remains a persistent risk.
⚠ Risk flags
- Raw material price volatility due to global supply chain uncertainty
- Impact of new Labour Code implementation costs
- Intense competition in the organized furniture retail segment
Key Highlights
Revenue from operations increased 14% YoY to ₹3,686 crore from ₹3,239 crore
Non-plastic furniture and mattress sales surpassed plastic furniture sales for the first time in company history
Profit After Tax rose to ₹105 crore, despite a one-time ₹5.41 crore charge for new Labour Codes
Total investment of ₹144 crore made during the year for expansion and operational strengthening
Recommended a final dividend of ₹20 per equity share, totaling a payout of ₹29.84 crore
👀 What to Watch
Investors should monitor the margin impact of rising raw material prices noted by the Chairman and track the scaling of the 'Nilkamal Homes' rebranding and Hosur greenfield project.
Nilkamal Sets July 10, 2026, as Record Date for FY 2025-26 Final Dividend
Nilkamal Limited has officially fixed Friday, July 10, 2026, as the record date to determine shareholder eligibility for the final dividend for the financial year 2025-26. This follows the recommendation made by the Board of Directors during their meeting on May 14, 2026. Shareholders whose names appear in the company's Register of Members or depository records as of the record date will be eligible for the payout. The final dividend payment remains subject to approval by the shareholders at the upcoming Annual General Meeting.
Key Highlights
Record date for FY 2025-26 final dividend is fixed for July 10, 2026.
The dividend recommendation was finalized in the Board Meeting held on May 14, 2026.
Eligibility is based on the Register of Members or Depository records as of the close of the record date.
Final dividend payout is subject to shareholder approval at the ensuing Annual General Meeting.
👀 What to Watch
Investors looking to benefit from the dividend should ensure they hold the shares before the ex-dividend date. Existing shareholders should confirm their bank mandates are updated with their DPs for smooth dividend credit.
Nilkamal Reports FY26 Net Profit of ₹105 Cr; Announces ₹20 Dividend
Nilkamal Limited reported a strong financial performance for FY26, with standalone revenue growing 13.8% YoY to ₹3,686.39 crore. The company's standalone net profit increased to ₹105.13 crore from ₹91.27 crore in the previous fiscal year. A significant highlight is the narrowing of losses in the Retail and Ecommerce segment, which reduced from ₹34.50 crore in FY25 to ₹17.64 crore in FY26. Additionally, the board has recommended a final dividend of ₹20 per share (200%), reflecting confidence in cash flows.
Key Highlights
Standalone FY26 Revenue increased by 13.8% YoY to ₹3,686.39 crore
Standalone Net Profit for FY26 rose 15.2% to ₹105.13 crore
Recommended a final dividend of ₹20 per equity share (200% of face value)
Retail and Ecommerce segment losses narrowed significantly to ₹17.64 crore from ₹34.50 crore YoY
Consolidated FY26 Net Profit stood at ₹116.07 crore, up from ₹106.81 crore in FY25
👀 What to Watch
Investors should consider the steady growth in the core B2B business and the improving margins in the retail segment as positive indicators. The healthy dividend payout makes it attractive for yield-focused portfolios.
Nilkamal FY26 Consolidated PAT Rises 8.7% to ₹116 Cr; Declares ₹20 Dividend
Nilkamal reported a steady performance for FY26, with consolidated revenue growing 14% YoY to ₹3,778 crore. Consolidated Profit After Tax (PAT) increased to ₹116 crore from ₹106.8 crore in the previous year, despite an exceptional charge of ₹15.4 crore related to the Labour Code. The company's Retail and Ecommerce segment showed significant improvement, narrowing its losses from ₹34.5 crore in FY25 to ₹17.6 crore in FY26. The Board has recommended a final dividend of ₹20 per share, reflecting a 200% payout on face value.
Key Highlights
Consolidated Revenue from Operations grew 14% YoY to ₹3,77,806 Lakhs in FY26.
Consolidated Net Profit increased by 8.7% YoY to ₹11,607 Lakhs.
Recommended a final dividend of ₹20 per equity share (200% of face value).
Retail and Ecommerce segment losses narrowed significantly to ₹1,764 Lakhs from ₹3,450 Lakhs YoY.
Consolidated Basic EPS improved to ₹77.45 from ₹71.32 in the previous fiscal year.
👀 What to Watch
Investors should take note of the narrowing losses in the retail and e-commerce division, which suggests a path toward segment profitability. The stock remains a stable play in the furniture and material handling space with a healthy dividend yield.
Nilkamal Reports FY26 PAT of ₹115.58 Cr; Declares ₹20 Dividend with July 10 Record Date
Nilkamal Limited has announced a final dividend of ₹20 per share (200%) for the financial year ended March 31, 2026. The company's consolidated revenue for FY26 grew by 14% to ₹3,778.06 crore, while consolidated PAT increased to ₹115.58 crore. The record date for the dividend is fixed as July 10, 2026, with the payment scheduled on or after July 24, 2026. The results show consistent growth across its Business-to-Business and Retail segments.
Key Highlights
Final dividend of ₹20 per share (200%) recommended for FY26.
Consolidated Revenue increased to ₹3,778.06 crore from ₹3,312.74 crore YoY.
Consolidated PAT rose to ₹115.58 crore, up from ₹106.43 crore in the previous year.
Record date for dividend is July 10, 2026; payment to be made on or after July 24, 2026.
Standalone Basic EPS improved to ₹70.45 from ₹61.16.
👀 What to Watch
Shareholders as of the July 10, 2026 record date will be eligible for the ₹20 dividend. The company's steady earnings growth and healthy payout ratio support a positive outlook for long-term investors.
Nilkamal Recommends ₹20 Final Dividend; FY26 Consolidated PAT Rises to ₹115.58 Crore
Nilkamal Limited has recommended a final dividend of ₹20 per equity share (200%) for the financial year ended March 31, 2026. The company reported a steady performance with consolidated revenue growing 14% year-on-year to ₹3,778 crore. Consolidated net profit for FY26 increased to ₹115.58 crore from ₹106.43 crore in the previous year, despite an exceptional labor code impact of ₹15.41 crore. The dividend is scheduled for payment on or after July 24, 2026, following shareholder approval at the upcoming AGM.
Key Highlights
Recommended a final dividend of ₹20 per equity share of face value ₹10 (200%).
FY26 Consolidated Revenue increased to ₹3,77,805.78 Lakhs from ₹3,31,274.06 Lakhs in FY25.
Consolidated Net Profit for the full year grew to ₹11,558.19 Lakhs, up from ₹10,642.66 Lakhs.
Record date for dividend eligibility is fixed as July 10, 2026.
B2B segment revenue grew significantly to ₹3,36,963.69 Lakhs for the full year.
👀 What to Watch
Investors should consider the healthy dividend payout and the company's consistent revenue growth in the B2B segment. The stock remains a steady pick for those seeking a combination of moderate growth and regular dividend income.
Nilkamal Q4 PAT Rises 18% to ₹41.1 Cr; Final Dividend of ₹20 Declared
Nilkamal Limited reported a steady performance for FY26, with consolidated revenue growing 14% YoY to ₹3,778.06 crore. Standalone net profit for the fourth quarter increased by 18.2% YoY to ₹41.11 crore, supported by growth in the core B2B segment. The company has recommended a final dividend of ₹20 per share (200%), reflecting strong cash flow management. Notably, losses in the Retail and E-commerce segment narrowed significantly from ₹34.50 crore in FY25 to ₹17.64 crore in FY26.
Key Highlights
Consolidated FY26 Revenue grew 14% YoY to ₹3,778.06 crore compared to ₹3,312.74 crore in FY25.
Standalone Q4 PAT increased 18.2% YoY to ₹41.11 crore from ₹34.76 crore in the previous year.
Board recommended a final dividend of ₹20 per equity share (200%) for the financial year ended March 31, 2026.
Retail and E-commerce segment losses reduced by nearly 49% YoY to ₹17.64 crore.
Consolidated FY26 PAT stood at ₹116.07 crore, up from ₹106.81 crore in FY25 despite an exceptional labor code impact of ₹15.41 crore.
👀 What to Watch
The narrowing losses in the retail division and steady growth in the B2B segment are positive indicators for long-term value. Investors may consider holding the stock for its consistent dividend yield and improving operational efficiencies in the e-commerce vertical.
Nilkamal Q3 FY26 Net Profit Rises 17.5% YoY to ₹25.4 Cr; Revenue Up 12.6%
Nilkamal Limited reported a steady performance for Q3 FY26 with consolidated revenue reaching ₹962.03 crore, a 12.6% increase from ₹854.28 crore in the same period last year. Consolidated Net Profit grew 17.5% YoY to ₹25.40 crore, although it faced a sequential decline from ₹33.66 crore in Q2 FY26. The B2B segment continues to be the primary revenue driver, contributing ₹852.47 crore. Results were impacted by an exceptional item of ₹15.41 crore related to the new Labour Code provisions.
Key Highlights
Consolidated Revenue from Operations grew 12.6% YoY to ₹962.03 crore.
Consolidated Net Profit increased 17.5% YoY to ₹25.40 crore from ₹21.62 crore.
B2B segment revenue rose to ₹852.47 crore, up from ₹756.36 crore in Q3 FY25.
Retail and Ecommerce segment revenue grew 11.9% YoY to ₹109.56 crore.
Earnings Per Share (EPS) for the quarter stood at ₹16.93, up from ₹14.40 YoY.
👀 What to Watch
Investors should focus on the consistent YoY growth in the B2B segment and the improving scale of the Retail/E-commerce division. While the QoQ profit dip and exceptional items are notable, the overall trajectory remains positive for long-term holders.
Nilkamal Q3 Consolidated Net Profit Rises 17.5% YoY to ₹25.4 Cr; Revenue Up 12.6%
Nilkamal Limited reported a steady year-on-year performance for Q3 FY26, with consolidated revenue growing 12.6% to ₹962.03 crore. However, on a sequential basis, net profit declined by 24.5% to ₹25.40 crore, significantly impacted by an exceptional item of ₹15.41 crore related to the Labour Code. The B2B segment remains the primary revenue driver, contributing approximately 88% of the total turnover. While YoY growth is positive, the quarterly margin pressure and exceptional costs present a mixed financial picture.
Key Highlights
Consolidated Revenue from Operations grew 12.6% YoY to ₹962.03 crore from ₹854.28 crore.
Consolidated Net Profit increased 17.5% YoY to ₹25.40 crore, despite a 24.5% decline from the previous quarter.
An exceptional expense of ₹15.41 crore was recognized in the standalone results due to the impact of the Labour Code.
B2B segment revenue rose to ₹852.47 crore, while Retail and E-commerce segment revenue grew to ₹109.56 crore.
Consolidated EPS for the quarter stood at ₹16.93, compared to ₹14.40 in the corresponding quarter of the previous year.
👀 What to Watch
Investors should monitor if the exceptional labour costs are a one-time hit or lead to structural margin changes. The steady YoY revenue growth is encouraging, but the sequential dip in profitability suggests a cautious 'Hold' until margin stability is restored.
