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Latest filing: 2026-08-11 16:24
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7 announcements match the current filters (relevance ≥ 5).
Sunflag Q1 PAT up 88% QoQ to ₹64 Cr; Revenue Grows 6.5% YoY
Sunflag Iron and Steel reported a steady Q1 FY27 with standalone revenue of ₹1,078.95 Cr, marking a 6.5% YoY growth. While net profit grew marginally by 3.1% YoY to ₹63.96 Cr, it showed a significant sequential recovery of 88.4% from the ₹33.95 Cr reported in Q4 FY26. A notable reduction in finance costs (down 31.8% YoY) and a mark-to-market gain of ₹32.32 Cr on strategic investments in Lloyds Metals and Energy Ltd bolstered the overall financial position.
Confidence: HIGH
What changedThe company reported its Q1 FY27 results, showing a return to higher profitability levels compared to the previous quarter and a reduction in interest expenses.
Why it mattersThe results demonstrate operational stability in a cyclical industry and highlight the financial benefit of the company's strategic investment in Lloyds Metals, which adds significant value to its adjusted net worth.
Revenue (Q1 FY27): ₹1,078.95 CrNet Profit (Q1 FY27): ₹63.96 CrRevenue vs FY26 Total: ~27.4%Finance Cost (YoY Change): -31.8%MTM Gain on Investment: ₹32.32 Cr
📅 Short termThe stock may see positive sentiment due to the strong sequential profit growth and the reduction in finance costs.
📈 Long termLong-term value depends on the successful ramp-up of high-margin super-alloy products and achieving raw material self-sufficiency through new mine developments.
⚠ Risk flags
- High client concentration (75% revenue from Auto OEMs)
- Cyclicality of steel prices
- Volatility in investment valuations (Lloyds Metals)
Key Highlights
Standalone Revenue from operations reached ₹1,078.95 Cr, up 6.5% from ₹1,012.81 Cr in the year-ago quarter.
Net Profit after tax stood at ₹63.96 Cr, a sharp recovery from ₹33.95 Cr in the preceding quarter.
Finance costs decreased significantly to ₹14.01 Cr from ₹20.54 Cr in Q1 FY26.
Other Comprehensive Income included a ₹32.32 Cr gain from the fair value adjustment of equity shares in Lloyds Metals.
Basic EPS for the quarter improved to ₹3.55 compared to ₹1.88 in the previous quarter.
👀 What to Watch
Investors should monitor the sustainability of the sequential margin improvement and the impact of steel price volatility on the automotive OEM segment, which typically accounts for 70-75% of the company's sales.
Sunflag Q1 FY27 Standalone Revenue up 6.5% to ₹1,079 Cr; PAT at ₹64 Cr
Sunflag Iron and Steel reported a steady Q1 FY27 with standalone revenue growing 6.5% YoY to ₹1,078.95 Cr. Standalone Net Profit saw a marginal increase of 3.1% YoY to ₹63.96 Cr, while EPS rose to ₹3.55 from ₹3.44. A significant non-cash gain of ₹2,761.55 Cr was recorded in Other Comprehensive Income (OCI), driven by Mark-to-Market (MTM) gains on its strategic investment in Lloyds Metal & Energy Limited. Finance costs decreased significantly by 31.8% YoY to ₹14.01 Cr, aiding the bottom line.
Confidence: HIGH
What changedThe company reported its Q1 FY27 financial results, showing modest operational growth and a massive accounting gain on its investment portfolio.
Why it mattersThe results demonstrate operational stability and a significant reduction in interest expenses. The large OCI figure highlights the substantial value of the company's strategic investment in Lloyds Metal, which significantly impacts its total comprehensive income and net worth.
Standalone Revenue (Q1 FY27): ₹1,078.95 CrStandalone Net Profit (Q1 FY27): ₹63.96 CrFinance Cost Reduction (YoY): 31.8%MTM Gain on LMEL (OCI): ₹2,761.55 CrStandalone EPS: ₹3.55
📅 Short termThe stock is likely to react positively to the steady earnings growth and the reduction in finance costs, though the OCI gain is non-cash and subject to market volatility.
📈 Long termLong-term value depends on the successful ramp-up of high-value product lines like super-alloys and the performance of its strategic investment in Lloyds Metal & Energy Ltd.
⚠ Risk flags
- High sensitivity to Lloyds Metal & Energy Ltd share price volatility
- Cyclicality of the steel industry
- High client concentration with 70-75% sales to auto OEMs
Key Highlights
Standalone Revenue from operations increased to ₹1,078.95 Cr in Q1 FY27 from ₹1,012.81 Cr in Q1 FY26.
Standalone Net Profit for the quarter stood at ₹63.96 Cr, up from ₹62.04 Cr in the previous year's corresponding quarter.
Other Comprehensive Income (OCI) reached ₹2,761.55 Cr, primarily due to MTM gains on equity shares of Lloyds Metal & Energy Limited.
Finance costs were reduced by 31.8% YoY, falling from ₹20.54 Cr to ₹14.01 Cr.
Standalone Basic and Diluted EPS improved to ₹3.55 for the quarter.
👀 What to Watch
Investors should monitor the core steel business margins and the volatility of the Other Comprehensive Income, which is highly sensitive to the share price of Lloyds Metal & Energy Ltd. Watch for the impact of the recently completed blooming mill and super-alloy plant expansions on future revenue growth.
Sunflag Iron & Steel Recommends ₹1 Dividend; Reduces Debt to ₹154.97 Crores in FY26
Sunflag Iron and Steel Company Limited has approved its audited financial results for the fiscal year ended March 31, 2026. The Board recommended a final dividend of ₹1.00 per share (10% of face value), pending shareholder approval. A significant highlight of the year is the reduction in outstanding qualified borrowings, which dropped from ₹270.20 crores at the start of the year to ₹154.97 crores by year-end. The company continues to maintain a strong credit rating of AA- from Crisil Ratings.
Key Highlights
Recommended a final dividend of 10.00% (₹1.00 per equity share) for the financial year 2025-26.
Reduced outstanding qualified borrowings by approximately 42.6%, from ₹270.20 crores to ₹154.97 crores.
Maintained a high credit rating of AA- (Crisil Ratings Limited) for unsupported bank borrowings.
Statutory auditors issued an unmodified opinion on both standalone and consolidated financial results for FY26.
Re-appointed M/s. G. R. Paliwal & Company as Cost Auditors for FY 2026-27 and M/s. VTSA and Company as Tax Auditors.
👀 What to Watch
Investors should view the substantial debt reduction and the recommendation of a dividend as positive indicators of financial health and management discipline. The stock remains a watch for long-term value given the clean audit report and strong credit profile.
Sunflag Iron And Steel Recommends ₹1.00 Final Dividend for FY 2025-26
Sunflag Iron and Steel Company Limited has recommended a final dividend of ₹1.00 per equity share (10% of face value) for the financial year ended March 31, 2026. The company demonstrated significant deleveraging, with outstanding qualified borrowings reducing from ₹270.20 crores at the start of the year to ₹154.97 crores by year-end. The Board also approved audited financial results for Q4 and FY26, which received an unmodified opinion from statutory auditors. The company maintains a strong credit profile with a Crisil rating of AA-.
Key Highlights
Recommended a final dividend of ₹1.00 per equity share of face value ₹10 each for FY 2025-26.
Reduced total outstanding qualified borrowings by approximately 42.6% to ₹154.97 crores.
Maintained a high credit rating of AA- (Crisil) for unsupported bank borrowings.
Approved audited standalone and consolidated financial results for the quarter and year ended March 31, 2026.
Re-appointed M/s. G. R. Paliwal & Company as Cost Auditors and M/s. VTSA and Company as Tax Auditors.
👀 What to Watch
Investors should consider the dividend as a sign of stable cash flow and note the positive trend in debt reduction. Monitor the upcoming Annual General Meeting for final approval of the dividend payout.
Sunflag Steel Declared Successful Bidder for Tambia South Coal Block in Madhya Pradesh
Sunflag Iron and Steel Company Limited has been officially declared the successful bidder for the Tambia South Coal Block in Madhya Pradesh. The allocation was made by the Ministry of Coal under the 12th tranche of commercial mining auctions. This strategic win is expected to provide long-term fuel security and cost optimization for the company's steel manufacturing operations. The official communication from the Nominated Authority was received on May 14, 2026.
Key Highlights
Declared Successful Bidder for the Tambia South Coal Block (Commercial Mining) in Madhya Pradesh.
Allocation secured under the 12th tranche of auctions held by the Ministry of Coal.
Official communication received from the Nominated Authority on May 14, 2026.
The move strengthens backward integration and reduces reliance on external coal procurement.
👀 What to Watch
This is a positive development for long-term margin stability; investors should monitor the company's timeline for mine development and operationalization.
Sunflag Iron & Steel Q3 Net Profit Rises 17% YoY to ₹59.10 Cr; Revenue at ₹942.47 Cr
Sunflag Iron and Steel reported a steady performance for Q3 FY26, with standalone revenue growing 5.6% YoY to ₹942.47 crore. Net profit for the quarter increased by 17.2% YoY to ₹59.10 crore, despite an exceptional charge of ₹8.70 crore related to new labour code liabilities. The company's bottom line was supported by lower tax expenses during the quarter compared to the previous year. Notably, total comprehensive income saw a massive swing due to mark-to-market gains on its investment in Lloyds Metal & Energy Limited.
Key Highlights
Standalone Revenue from operations grew 5.6% YoY to ₹942.47 crore from ₹892.00 crore.
Net Profit after tax increased to ₹59.10 crore, up from ₹50.44 crore in the same quarter last year.
The company recorded an exceptional loss of ₹8.70 crore due to increased gratuity and leave liabilities from new Labour Codes.
Earnings Per Share (EPS) improved to ₹3.28 for the quarter, compared to ₹2.80 in Q3 FY25.
Re-appointed PwC Services LLP as Internal Auditors for the upcoming financial year 2026-27.
👀 What to Watch
The company shows resilient operational performance with YoY growth in both top and bottom lines. Investors should monitor the volatility in Other Comprehensive Income caused by the LMEL investment, as it significantly impacts the total comprehensive income.
Sunflag Iron Q3 Net Profit Rises 17% YoY to ₹59.10 Cr; Massive MTM Gains on LMEL Stake
Sunflag Iron and Steel reported a standalone net profit of ₹59.10 crore for the quarter ended December 31, 2025, representing a 17% growth over the same period last year. Revenue from operations increased to ₹942.47 crore, up from ₹892.00 crore YoY, despite a slight sequential dip. The company recognized an exceptional loss of ₹8.70 crore due to increased liabilities from new Labour Codes. Notably, total comprehensive income reached ₹551.73 crore, largely driven by a significant mark-to-market gain of ₹576.41 crore on its equity investment in Lloyds Metal & Energy Limited.
Key Highlights
Revenue from operations grew 5.6% YoY to ₹94,247 lakhs (₹942.47 crore).
Net Profit after tax increased to ₹5,910 lakhs (₹59.10 crore) from ₹5,044 lakhs YoY.
Exceptional item of ₹870 lakhs recorded for gratuity and leave liability following new Labour Code assessments.
Other Comprehensive Income (OCI) surged to ₹57,641 lakhs due to MTM gains on shares of Lloyds Metal & Energy Limited.
PricewaterhouseCoopers Services LLP re-appointed as Internal Auditors for the Financial Year 2026-27.
👀 What to Watch
Investors should monitor the core steel business margins which remain steady, while recognizing that the company's book value is significantly bolstered by its investment in Lloyds Metal & Energy. The stock remains a play on both the secondary steel sector and the valuation of its strategic equity holdings.
