StockWatch
·

Kama Holdings Limited-$

BSE: 532468

P/L Snapshot

Q1 FY27 · standalone

vs Q4 FY26·vs Q1 FY26
Revenue
0.00
-100.0%+11.1%
Expenditure
0.51
-73.8%+29.4%
Net Profit
-0.49
-100.7%-29.6%
OPM %
-100.00%
-197.41pp

Shareholding

Pattern breakdown

P/L Trends

(in crores)

RevenueExpenditureNet Profit
-9.7913.9037.5961.2884.97Q1 FY19Q2 FY19Q3 FY19Q4 FY19Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Price Chart
Reports

Kama Holdings Q1 FY27: consolidated PAT +75% YoY to ₹761 Cr as SRF margins expand

specialty chemicals · performance films · holding company

ResultsQ1 FY2714 Aug 20263 min

Holding Company Earnings: SRF Performance & Valuation Discount in Focus

holding company · SRF · subsidiary performance

Result previewQ1 FY2709 Aug 20263 min
Latest
Quarterly Result14 Aug, 12:28 pm

Kama Holdings Q1 FY27: consolidated PAT +75% YoY to ₹761 Cr as SRF margins expand

Kama Holdings' consolidated (SRF-driven) revenue rose 31.5% YoY and 8.9% QoQ to ₹5,070.88 Cr, with PAT for the period up 74.5% YoY and 30.4% QoQ to ₹761.50 Cr — comfortably ahead of our pre-result preview's ₹3,800–4,100 Cr revenue band, while owners'-attributable PAT of ₹383.68 Cr landed just under the preview's ₹400–500 Cr range. Growth was broad-based: Performance Films & Foil segment result more than doubled YoY (+149.5% to ₹349.73 Cr) on firmer BOPP/BOPET film pricing, Technical Textiles nearly tripled (+186.4% to ₹107.80 Cr), and the largest segment, Chemicals, grew a steadier 25.9% in revenue and 26.9% in segment result to ₹638.41 Cr. Net margin expanded to 15.0% from 11.3% a year ago and 12.5% last quarter, and the improvement sits mainly on the topline/gross-margin line rather than cost cuts, consistent with subsidiary SRF's own reporting of operational EBIT up 61% YoY. The underlying driver — subsidiary SRF Limited, which our preview flagged as the key swing factor — separately reported standalone-consolidated PAT of ₹759 Cr (+76% YoY) on revenue of ₹5,033 Cr (+32% YoY), a near-exact read-through to Kama's own numbers and external confirmation this was a genuine beat rather than a consolidation artefact. We have no prior formal guidance on record for this line item; management's own commentary alongside the print maintained FY27 Chemicals segment growth guidance at 15–20% (with scope to trend to the higher end given this quarter's pace) and flagged that Q1's unusually strong Performance Films margins should stabilize at a higher post-Q1 baseline before normalizing sequentially in Q2 — a caution investors should weight against this quarter's outsized QoQ jump. Standalone Kama Holdings, the pure holding entity, posted a token loss of ₹0.49 Cr on ₹0.002 Cr of income — it hadn't yet booked a dividend from SRF this quarter — underscoring that the consolidated numbers, not standalone, are the operative basis for this stock. Corporate context this quarter includes today's board meeting that approved the results (and considered a dividend at the Kama level), SRF's own board separately declaring a ₹5/share interim dividend, and Kama's 26th AGM scheduled for September 1, 2026; none of these change the print but the interim dividend signals confidence in the cash generation behind this quarter's margin expansion.

14 Aug 2026, 12:28 pm

Corporate Events

Board MeetingKAMAHOLD
2026
9Sep

Board Meeting

The Board of Directors of KAMA Holdings Limited approved and…

BSE Filing ↗
Board MeetingKAMAHOLD
2026
9Sep

Board Meeting

The Board of Directors of KAMA Holdings Limited approved and…

BSE Filing ↗
Board MeetingKAMAHOLD
2026
1Sep

Board Meeting

To receive, consider and adopt the standalone and consolidat…

BSE Filing ↗
DividendKAMAHOLD
2026
20Aug

₹22.25 / share

BSE Filing ↗
Board MeetingKAMAHOLD
2026
14Aug

Board Meeting

The Board of Directors meeting is scheduled to be held on Au…

BSE Filing ↗
Board MeetingKAMAHOLD
2026
25May

Board Meeting

The board meeting is scheduled to consider and approve the a…

BSE Filing ↗
DividendKAMAHOLD
2026
20Mar

₹23.2 / share

BSE Filing ↗
Board MeetingKAMAHOLD
2026
16Mar

Board Meeting

To consider and approve the declaration of 2nd interim divid…

BSE Filing ↗
Board MeetingKAMAHOLD
2025
30May

Board Meeting

considering and approving the audited financial results for …

BSE Filing ↗
DividendKAMAHOLD
2025
28Mar

₹2 / share

BSE Filing ↗
Board MeetingKAMAHOLD
2025
24Mar

Board Meeting

Consideration of a proposal for declaration of 2" interim di…

BSE Filing ↗
DividendKAMAHOLD
2024
30Aug

₹16 / share

BSE Filing ↗
Board MeetingKAMAHOLD
2024
22Aug

Board Meeting

Interim Dividend 2024-2025

BSE Filing ↗
Board MeetingKAMAHOLD
2024
13Aug

Board Meeting

Inter-alia, considering and approving the un-audited financi…

BSE Filing ↗
Board MeetingKAMAHOLD
2024
24May

Board Meeting

considering and approving the audited financial results for …

BSE Filing ↗
DividendKAMAHOLD
2024
19Mar

₹19 / share

BSE Filing ↗
Board MeetingKAMAHOLD
2024
13Feb

Board Meeting

consider and approve unaudited financial results for the qua…

BSE Filing ↗
Board MeetingKAMAHOLD
2023
9Nov

Board Meeting

Considering and approving the un-audited financial results f…

BSE Filing ↗
BonusKAMAHOLD
2023
17Oct

1:4

BSE Filing ↗
BonusKAMAHOLD
2023
1Sep

4:1

BSE Filing ↗
DividendKAMAHOLD
2023
31Aug

₹82 / share

BSE Filing ↗
Board MeetingKAMAHOLD
2023
14Aug

Board Meeting

Considering and approving the un-audited financial results f…

BSE Filing ↗