YOGI Ltd (511702)
Latest quarterly results (Q1 FY27)
| Q1 FY27 (₹ Cr) | Value | YoY vs Q1 FY26 | QoQ |
|---|---|---|---|
| Operating profit | ₹45.1 | — | — |
| Net profit | ₹-1.6 | to loss | to loss |
📢 Recent Corporate Announcements
Yogi Ltd has received two purchase orders totaling Rs 50.63 crore (excluding taxes) from domestic client Companion Vinimay Trading Private Limited. The orders entail supplying industrial equipment including Structure Assembly, Head Assembly, Rotary Tables, and Tool Changers. The contract value represents approximately 12.6% of the company's TTM revenue of Rs 402 crore and matches its recent Q1 FY27 revenue of Rs 49.81 crore. The orders have an execution window of approximately 15 days.
- Received 2 purchase orders totaling approximately Rs 50.63 crore (excluding all taxes)
- Contract awarded by domestic entity Companion Vinimay Trading Private Limited
- Scope covers 1 complete set per order of industrial components like Structure Assembly and Rotary Tables
- Execution timeline is short, slated for approx. 15 days
- No promoter interest or related-party transaction involved
Yogi Ltd announced that its equity shares have been admitted to dealings and permitted to trade on the National Stock Exchange of India Limited (NSE) effective August 17, 2026. The listing follows NSE Circular No. 1355/2026 dated August 14, 2026. The company's shares are listed under the NSE symbol 'YOGI' (ISIN: INE290E01011) with a face value of Rs 10 per share, broadening trading access beyond its existing BSE listing.
- Equity shares admitted to trade on NSE with effect from August 17, 2026
- Pursuant to NSE Circular Ref. No. 1355/2026 dated August 14, 2026
- Trading under NSE symbol 'YOGI' with ISIN INE290E01011
- Securities comprise equity shares with a face value of Rs 10 per share
YOGI Ltd reported a weak start to FY27, with consolidated total income falling to ₹49.81 Cr, a 45% decline from ₹90.75 Cr in Q1 FY26. The company swung to a net loss of ₹1.67 Cr for the quarter, compared to a profit of ₹6.32 Cr in the same period last year. The real estate segment was a major drag, posting a loss of ₹3.48 Cr on minimal revenue of ₹1.19 Cr. The trading segment remains the primary revenue driver, contributing ₹48.62 Cr, though its profitability also declined significantly compared to previous quarters.
- Total Income fell 68.5% QoQ to ₹49.81 Cr from ₹158.32 Cr in March 2026
- Consolidated Net Loss of ₹1.67 Cr vs a profit of ₹6.32 Cr in June 2025
- Real Estate segment reported a loss of ₹3.48 Cr on revenue of just ₹1.19 Cr
- Trading segment revenue contributed 97.6% of total income at ₹48.62 Cr
- Issued 18.40 lakh shares on April 2, 2026, following warrant conversions
Yogi Ltd reported a weak set of results for Q1 FY27, with consolidated total income falling 45% YoY to ₹49.81 Cr from ₹90.75 Cr. The company swung to a net loss of ₹1.62 Cr compared to a profit of ₹6.32 Cr in the same quarter last year. This downturn was primarily driven by a ₹3.48 Cr loss in the Real Estate segment, despite the Trading segment remaining profitable. The board also approved the re-appointment of the Managing Director and Whole-Time Director for five-year terms, ensuring management continuity.
- Total consolidated income dropped to ₹49.81 Cr in Q1 FY27 from ₹90.75 Cr in Q1 FY26.
- Consolidated net loss of ₹1.62 Cr recorded against a profit of ₹6.32 Cr in the year-ago period.
- Real Estate segment reported a loss of ₹3.48 Cr on a revenue of just ₹1.19 Cr.
- Trading segment contributed 97.6% of total revenue at ₹48.62 Cr, yielding a segment profit of ₹1.47 Cr.
- Final conversion of 18,40,000 warrants into equity shares was completed in April 2026.
YOGI Ltd has scheduled a board meeting for August 12, 2026, to consider and approve the unaudited financial results for the quarter ended June 30, 2026. This follows a significant growth year where TTM revenue reached Rs 440 Cr compared to Rs 113 Cr in FY25. The trading window for insiders remains closed from July 1, 2026, until August 14, 2026. Investors will be monitoring if the company can maintain the profitability momentum seen in FY26, where it recorded a PAT of Rs 20 Cr.
- Board meeting scheduled for August 12, 2026, to approve Q1 FY27 unaudited results.
- Trading window for insiders closed from July 1, 2026, to August 14, 2026.
- Company reported a TTM PAT of Rs 20 Cr against a market cap of Rs 703 Cr.
- Previous quarter (March 2026) revenue stood at Rs 157.65 Cr with a net profit of Rs 3.23 Cr.
Financial Performance
Revenue Growth by Segment
The company recorded a total revenue from operations of INR 111.07 Cr (11,107.20 Lakhs) for FY 2024-25, representing a complete turnaround from zero revenue in the previous year. Business is classified into Real Estate and Trading in Machinery segments, though specific percentage splits per segment were not disclosed.
Profitability Margins
Net profit margin stood at 1.31% for FY 2024-25, with a net profit of INR 1.46 Cr (145.98 Lakhs) compared to a loss of INR 0.38 Cr (38.11 Lakhs) in FY 2023-24. This shift reflects improved operational discipline and strategic turnaround initiatives.
EBITDA Margin
EBITDA margin was 1.81% for FY 2024-25, based on a Profit Before Tax (EBIDTA) of INR 2.01 Cr (201.12 Lakhs) on total revenue from operations of INR 111.07 Cr.
Operational Drivers
Operational analysis data not yet available for this company.
Strategic Growth
Growth Strategy
Growth will be achieved by focusing on core real estate development, town planning, and infrastructure projects while leveraging the Trading in Machinery segment for steady cash flows. The company also incorporated a new wholly-owned subsidiary, Yogi Elitemach Private Limited, in FY 2024-25 to expand its allied market presence.
Products & Services
Residential and commercial buildings, infrastructure development projects, and the trading, renting, or leasing of construction machinery, equipment, vehicles, and plants.
Brand Portfolio
Yogi Limited.
New Products/Services
Expansion into machinery-related operations through the newly incorporated subsidiary, Yogi Elitemach Private Limited.
External Factors
Industry Trends
The real estate sector is benefiting from favorable government policies, increasing urbanization, and rising demand for residential and commercial spaces. The capital market ecosystem is also evolving with enhanced transparency and governance standards.
Competitive Landscape
The company faces intense competition from both established and emerging players in the real estate and allied machinery segments.
Competitive Moat
The company's moat is built on a balanced business model that combines core real estate development with machinery trading, providing resilience against cyclical fluctuations in the property market.
Macro Economic Sensitivity
The business is sensitive to global economic volatility and domestic market fluctuations, which impact investor sentiment and project funding.
Consumer Behavior
Demand is driven by a shift toward urbanization and a rising need for quality residential and commercial infrastructure.
Geopolitical Risks
Global uncertainties and supply chain disruptions are identified as external threats that could impact the robust Indian industry environment.
Regulatory & Governance
Industry Regulations
Operations are governed by real estate development regulations, town planning norms, taxation laws, and capital market frameworks.
Taxation Policy Impact
The company recorded a current tax of INR 29.92 Lakhs for FY 2024-25 on a Profit Before Tax of INR 201.12 Lakhs, representing an effective current tax rate of approximately 14.87%.
Risk Analysis
Key Uncertainties
Key risks include volatile capital markets impacting funding, interest rate fluctuations affecting affordability, and liquidity risks arising from potential delays in collections or mismatched cash flows.
Third Party Dependencies
Dependency on M/s MUFG Intime India Private Limited (formerly Link Intime) as the Registrar and Share Transfer Agent for handling share-related processes.
Credit & Counterparty Risk
Liquidity risks are noted specifically regarding potential delays in collections, which could affect operational flexibility.
