ALFA Finder| Margins | EBITDA margins compressed by 340 bps YoY to 23.6% (consolidated). |
|---|---|
| Demand visibility | Encouraging customer enquiries suggest sustained demand momentum in coming quarters. |
Growth
Consolidated revenue grew 21% YoY; Domestic up 17%, Exports up 29%. Standalone PAT fell 81% to ₹0.7 cr.
Outlook
New Panchla cell culture lines commissioning by Q2FY27; revenue contribution from new facilities expected to scale in FY28-29.
Risks
High raw material prices due to supply chain disruptions; higher depreciation and finance costs from new facilities.
Last quarter's promises, checked
Delivered
- Guided full commissioning of capex in H1 FY27 → delivered Q2 FY27 timeline (= BEAT)
- Guided domestic business resilience → delivered 17% YoY growth (= BEAT)
- Guided export recovery from Q4 lows → delivered 29% YoY growth (= BEAT)
Partly delivered
- Guided gradual revenue scale-up from new plants → delivered 21% consol growth but PAT fell 81% (= PARTIAL)
Missed
- Guided stable gross margins (71-72%) → delivered 23.6% EBITDA margin with high RM pressure (= MISS)
Investor Presentation filed with BSE, NSE: TARSONS. Summary written with AI assistance from the document.
Tarsons Products Ltd: key numbers
- Share price
- ₹325.10
- Market cap
- ₹1,730 Cr
- Revenue (annual)
- ₹422.5 Cr
- Net profit (annual)
- ₹14.32 Cr
- P/E (TTM)
- 155.9×Sector 54.5×
- Promoter holding
- 47.30%+0.00% QoQ
- FII holding
- 0.55%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Tarsons Products Ltd
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Tarsons Products will hold a board meeting on November 12, 2026 to consider unaudited standalone and consolidated half-year results for September 2026. The trading window is closed from October 1 to November 14, 2026.
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Tarsons Products Ltd submitted its quarterly shareholding pattern for the period ended September 30, 2026, as required by SEBI regulations.
Tarsons Products Management Change
Tarsons Products Limited re-appointed Sanjive Sehgal as Executive Director following his retirement by rotation. This filing updates his directorial status.
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Tarsons Products Limited held its 43rd Annual General Meeting on September 24, 2026, through video conferencing. Shareholders discussed financial statements and approved various resolutions.
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Tarsons Products Other Announcement
Tarsons Products Ltd sent a letter to shareholders without registered emails, providing the web link to access the Annual Report and Notice of the 43rd AGM.