ALUFLUORIDE LTD.

Alufluoride Limited announced that its equity shares have been admitted to dealings on the National Stock Exchange of India (NSE) in the Capital Market Segment. This trading facility will be effective from August 17, 2026. The shares will be available for trading on NSE under the 'Permitted to Trade' (PTT) category, while the company's shares remain listed on the BSE. The NSE circular details the symbol (ALUFLUOR), ISIN (INE058F01019), face value, and lot size for trading.

Alufluoride Ltd reported unaudited consolidated profit after tax of ₹2.7 crore for Q1FY27, a 12% year-on-year decline. Revenue from operations fell 39% YoY to ₹26.6 crore, primarily due to a raw material constraint (hydrofluosilicic acid) caused by disruptions in West Asia. This constraint, which impacted operations from late May 2026, has since been resolved as of July 15, 2026. The company's final expansion to 24,000 TPA was completed in June 2026, positioning it for volume recovery as raw material availability improves. Profit was cushioned by contracted pricing, raw material stocking, and higher other income. Operating margin before other income improved to 17.1%.

Alufluoride Ltd announced its unaudited standalone and consolidated financial results for the quarter ended June 30, 2026. The Board of Directors approved these results on August 11, 2026. The results have undergone a limited review by the statutory auditors, who provided an unmodified conclusion. The company cited disruptions in Silicic Acid supply due to geopolitical tensions as a factor impacting production and revenue for the quarter, but anticipates improvement with better raw material availability and completed project expansions.

Alufluoride's consolidated Q1 FY27 (quarter ended 30 June 2026) revenue fell 39.3% YoY to ₹26.57 Cr from ₹43.76 Cr, and consolidated PAT fell 11.5% YoY to ₹2.75 Cr from ₹3.10 Cr (EPS ₹3.51 vs ₹3.97). Sequentially the decline is sharper — revenue down 48.5% QoQ and PAT down 26.9% QoQ versus Q4 FY26 (₹51.60 Cr revenue, ₹3.76 Cr standalone-comparable PAT) — though Q4 FY26 carried a one-off ₹0.96 Cr exceptional charge that limits a clean QoQ read. Standalone PAT was ₹2.88 Cr (EPS ₹3.68), marginally ahead of the consolidated number; the wholly-owned Singapore subsidiary, Alufluoride International Pte Ltd, added a ₹0.14 Cr comprehensive loss on negligible revenue (₹0.0065 Cr) this quarter, per the auditor's note. The revenue decline traces directly to a disruption in Fluo-Silicic Acid (FSA), the company's critical raw material, which management attributes to geopolitical tensions from the US-Iran conflict — this cut production volumes through the quarter, consistent with the company's own 23 May disclosure of 'temporarily reduced' operations at its Visakhapatnam plant and its 15 July disclosure that the plant had 'resumed normal operations.' Despite the steep topline fall, net margin actually expanded to 9.49% from 7.04% a year ago (7.36% in Q4 FY26) — but this is not an operating-improvement story: other income jumped to ₹2.36 Cr from ₹0.34 Cr YoY (~6.9x), while core operating profit (revenue less costs excluding finance and depreciation, by our calculation) fell roughly 37% YoY, in line with the volume loss. Strip out the other-income effect and underlying earnings power tracked the topline decline, not the reported PAT cushion. There is no consensus estimate or brokerage preview available for this print — a web search turned up no organised street coverage for this micro-cap — so vsStreet is unknown; the company has also issued no formal prior guidance on record, so there is no beat/miss call to make there either. Management's own framing, in its results note, is forward-looking rather than a scorecard on this quarter: it says it 'is hoping of improved FSA supplies from the current quarter onwards' (i.e., Q2 FY27) and that completed project expansion should lift production and revenue 'in the coming quarters' — a claim to verify at the next print, not evidence in this one. Corporate-calendar items this quarter were unrelated to the numbers: the board recommended a ₹4/share final dividend with an AGM held 16 July, and shareholders were separately asked to approve a director's continuation past age 75.

Alufluoride Ltd has announced that its Board of Directors will convene on August 11, 2026. The primary agenda item is to consider and approve the unaudited standalone and consolidated financial results for the quarter ended June 30, 2026. In line with SEBI regulations, the trading window for the company's securities will remain closed until 48 hours after the declaration of these financial results. This meeting is crucial for shareholders awaiting the company's financial performance update for the first quarter of the fiscal year 2027.

Alufluoride Ltd announced that the continuance of Non-Executive Independent Director Sri Yugandhar Meka, who is over 75 years old, requires shareholder approval via a special resolution. The Board of Directors approved seeking this approval through postal ballot/e-voting, in compliance with SEBI (LODR) Regulations, 2015. Sri Meka, a Fellow Chartered Accountant with over 47 years of experience, is currently serving his second term as an Independent Director from August 1, 2024, to July 31, 2029. The company will communicate the notice for postal ballot in due course.

Alufluoride Ltd has announced the resumption of normal operations at its Visakhapatnam plant. This follows a temporary reduction in operations due to a disruption in the supply chain for Hydrofluosilicic Acid, a key raw material, caused by the Middle East conflict. The company received confirmation from its supplier on July 15, 2026, that the supply issue has been resolved and the supplier has increased its plant load. Alufluoride is now arranging procurement of the necessary raw material, expecting to restore production to normal levels.

Alufluoride Ltd has announced its Annual General Meeting (AGM) will be held on Thursday, July 16, 2026, at 11:00 AM IST via Video Conference. The company will present the Annual Report for FY 2025-2026 and the notice of the AGM, including e-voting instructions. Key dates include a cut-off date of July 9, 2026, for e-voting eligibility, with remote e-voting available from July 13 to July 15, 2026. The Board of Directors has recommended a final dividend of INR 4 per share for FY 2025-26, with a record date of July 31, 2026, and payment commencing from July 21, 2026. Members are reminded that dividends are taxable and to submit necessary documents for TDS determination by July 9, 2026.

Alufluoride Ltd has announced its Annual General Meeting (AGM) will be held on Thursday, July 16, 2026, at 11:00 AM IST via Video Conference/Other Audio Visual Means. The company is also enclosing the Notice of AGM and the Annual Report for the fiscal year ended March 31, 2026. Key highlights include the Board's recommendation of a final dividend of ₹4 per share for FY 2025-26, with a record date of July 31, 2026. The dividend payment is scheduled to commence on July 21, 2026. Shareholders are reminded that dividends are taxable and to submit necessary documents for TDS purposes by July 9, 2026. The e-voting facility will be available from July 13 to July 15, 2026, and during the AGM.

Alufluoride Ltd has announced that the record date for the payment of the final dividend will be Friday, July 3, 2026. The dividend, if declared by shareholders at the Annual General Meeting (AGM) scheduled for July 17, 2026, will be paid on or after July 21, 2026.