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Earnings Call

Black Rose Industries Earnings Call: Key Takeaways

Black Rose Industries reported FY26 consolidated revenue of ₹3,258M, a 17.5% YoY decline, while PAT grew 5.8% to ₹224M due to improved manufacturing margins.

Highlights
Revenue growthStandalone FY26 revenue fell 4.36% YoY to ₹3,258.38M.
MarginsEBITDA margins improved from 9.7% to 11.0% YoY.
Order bookStrong order pipeline for merchant export volumes.
Demand visibilitySubdued Q1 demand; second-half domestic recovery expected.
Management confidenceHigh in manufacturing segment growth and operational efficiencies.

Growth

Manufacturing revenue grew 20% to ₹1,141M with EBITDA up 46%. Distribution revenue fell 14% on price corrections.

Outlook

Ongoing specialty amines project decision expected; PAM solid project advanced to piloting. Expect domestic demand recovery.

Risks

Distribution faces weak merchant exports due to U.S. tariffs and global uncertainties impacting Q1 demand.

Source

Earnings Call filed with BSE, NSE: BLACKROSE. Summary written with AI assistance from the document.

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Black Rose Industries Ltd: key numbers

Share price
₹115.55
Market cap
₹589.3 Cr
Revenue (annual)
₹323.0 Cr
Net profit (annual)
₹22.42 Cr
P/E (TTM)
20.6×Sector 41.4×
Promoter holding
75.00%+0.00% QoQ
FII holding
0.00%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Annual General Meeting

Black Rose Industries Annual General Meeting

Black Rose Industries held its 36th Annual General Meeting. Shareholders discussed and considered ordinary and special business items, including dividend declaration and auditor remuneration ratification.

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Financial Results

Black Rose Industries Q4 FY26 Results: Net Profit ₹9.4 Cr, Up 54.1% YoY

Black Rose Industries Ltd reported revenue from operations of ₹104 Cr (+26.2% YoY) and net profit of ₹9.4 Cr (+54.1% YoY) for Q4 FY26.

Key figure
Net profit ₹9.4 Cr · +54.1% YoY