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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.
💼 Action for Investors
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.
💼 Action for Investors
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.