ALFA Finder| Management target | Revenue 15.0% FY27 |
|---|
| Revenue growth | 21% YoY consolidated growth to ₹110.2Cr; record standalone Q1 performance. |
|---|---|
| Margins | Margins impacted by 25-50% raw material inflation and new facility costs. |
| Order book | Export inquiries recovered with 29% YoY growth in the first quarter. |
| Demand visibility | Strong recovery in domestic demand and healthy export order pipelines noted. |
| Management confidence | Optimistic on volume recovery but cautious regarding volatile raw material costs. |
Growth
Standalone revenue rose 21% to ₹86Cr; growth is primarily volume-led from existing products with minimal new-facility contribution.
Outlook
Management expects 15% sustainable growth; new facilities (Panchla/Amta) targeted to contribute 20-25% of standalone revenue by FY28.
Risks
Gross margins collapsed due to polymer inflation; management struggled to pass on costs fully amid global competition.
Last quarter's promises, checked
Delivered
- Guided full capex commissioning by H1 FY27 → delivered (BEAT)
- Guided domestic growth outperformance → delivered 17% growth (BEAT)
Partly delivered
- Guided debt reduction/deleveraging → delivered ₹380Cr gross debt with ₹40-50Cr annual target (PARTIAL)
Missed
- Guided gross margins at 71-72% → delivered collapse due to RM inflation (MISS)
- Guided export recovery from Q4 lows → delivered 29% YoY but margins severely squeezed (MISS)
Earnings Call Transcript filed with NSE, 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.
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