MAFATLAL INDUSTRIES LTD.-$

Mafatlal Industries Ltd has announced the closure of its trading window effective October 1, 2026. This closure is in compliance with SEBI (Prohibition of Insider Trading) Regulations, 2015, and the company's internal code of conduct. The window will remain shut for all designated persons and their immediate relatives until 48 hours after the declaration of the company's un-audited financial results for the quarter and half-year ended September 30, 2026. The exact date of the board meeting to consider these results will be communicated later.

Mafatlal Industries Limited reported unaudited financial results for the quarter ended June 30, 2026. Total revenue from operations stood at ₹942.5 Cr, a decrease of 24% year-on-year from ₹1,240.2 Cr in Q1FY26. Operating EBITDA was ₹23.5 Cr, down from ₹47.0 Cr in the prior year period. The company highlighted growth in its core business segments, Textiles & Related Products and Digital Infrastructure, which generated ₹447.9 Cr in revenue, a 14.6% YoY increase. This growth was attributed to a strategic portfolio realignment, reducing low-margin consumer durable products and focusing on the Uniforms Solution business. The Digital Infrastructure segment also showed healthy growth, supported by institutional projects and long-term AMCs. The company commissioned a 4 MWp captive solar power project and initiated rainwater harvesting as part of its green initiatives. Gross debt reduced slightly to ₹58.8 Cr from ₹60.8 Cr.

Mafatlal Industries Ltd has announced the appointment of M/s. Deloitte Haskins & Sells Chartered Accountants LLP as its Statutory Auditors. This appointment is for a term of five consecutive years, commencing from the conclusion of the 113th Annual General Meeting (AGM) in FY 2027-28 until the conclusion of the 118th AGM in FY 2031-32. The decision was approved by the Board of Directors following recommendations from the Audit Committee and is subject to shareholder approval at the upcoming 113th AGM. Deloitte Haskins & Sells Chartered Accountants LLP, established in 1997 and converted to an LLP in 2012, will replace M/s. Price Waterhouse Chartered Accountants LLP, who will continue until the conclusion of the 113th AGM, completing their second five-year term.

Mafatlal Industries Ltd announced that its Board of Directors, in a meeting held on August 7, 2026, considered and approved the unaudited standalone and consolidated financial results for the first quarter ended June 30, 2026. The results were prepared in accordance with SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The company's statutory auditors, Price Waterhouse Chartered Accountants LLP, have conducted a limited review of these results and issued an unmodified opinion. The board meeting commenced at 12:30 PM and concluded at 1:58 PM.

Mafatlal Industries' consolidated Q1 FY27 (quarter ended June 30, 2026) print is weak on the YoY basis that matters most: revenue fell 24.0% to ₹942.65 Cr from ₹1,240.28 Cr, and PAT fell 67.8% to ₹14.68 Cr from ₹45.56 Cr. Both metrics rose sequentially (revenue +6.7%, though PAT still fell 18.2% QoQ against Q4 FY26's ₹17.94 Cr), but for a consumer-durables-linked business a QoQ uptick from a March-quarter base is not a reliable signal of a turn. No brokerage coverage or consensus estimates for this stock turned up in a search, so vsStreet is unknown; management has issued no formal quarterly guidance either, so the print cannot be benchmarked against a prior outlook. The revenue decline is concentrated in the Consumer durables and others segment, down 41.8% YoY to ₹494.65 Cr from ₹849.51 Cr, which dragged segment profit down 27.9% to ₹7.95 Cr. The core Textile and related products segment actually grew revenue 5.7% YoY (₹406.05 Cr vs ₹384.25 Cr), yet its segment profit nearly halved, down 50.8% YoY to ₹18.45 Cr — pointing to margin pressure within textiles itself, not just an unfavourable mix shift. Digital infrastructure was the bright spot, revenue up more than six-fold YoY to ₹41.95 Cr and profit to ₹5.05 Cr (from ₹6.52 Cr / ₹0.52 Cr), though still too small to move the consolidated numbers. Consolidated NPM compressed to 1.56% from 3.66% a year ago and 2.01% in Q4 FY26. Below the operating line, a swing from a ₹3.68 Cr tax credit in the year-ago quarter to a ₹4.97 Cr tax charge this quarter widened the PAT decline (-67.8%) well beyond the pre-tax profit decline (-53.1%, PBT ₹19.65 Cr vs ₹41.88 Cr). There were no exceptional items in either the current or year-ago quarter — unlike Q4 FY26, which carried a ₹2.87 Cr one-off gratuity provision tied to the New Labour Codes — so this YoY decline is entirely operational, not a base-effect artifact. Alongside the results, the company commissioned a 4 MWp solar power project with generation starting at its Nadiad textile unit (July 20, 2026), and its digital infrastructure business was appraised at CMMI Maturity Level 5 (August 6, 2026), a quality certification that may support that segment's early growth. Standalone and consolidated results are near-identical this quarter (standalone PAT ₹14.62 Cr vs consolidated ₹14.68 Cr); the Group's three subsidiaries added only ₹1.33 Cr revenue and ₹0.07 Cr PAT combined. Going into Q2 FY27, the markers to watch are whether Consumer durables stabilises after this quarter's sharp drop, whether Textile segment margins recover from the near-halving in profit despite revenue growth, and whether Digital infrastructure's early-stage growth holds at scale.

Mafatlal Industries Limited has achieved Maturity Level 5 (ML5) in Capability Maturity Model Integration (CMMI) for both CMMI-DEV and CMMI-SVC. This appraisal, conducted by Univate Solutions, signifies an 'optimizing' level of performance, indicating continuous process improvement based on quantitative understanding of business objectives and performance needs. CMMI is a globally recognized framework for enhancing capability and optimizing business performance. This milestone is particularly significant for the company's digital infrastructure business, reflecting its strong process framework, engineering capabilities, and commitment to continuous improvement and quantitative performance management. The company aims to leverage this achievement to deliver high-quality solutions and support customer digital transformation requirements.

Mafatlal Industries Limited has commissioned a 4 MWp captive ground-mounted solar photovoltaic power project at its Nadiad manufacturing unit. The project, developed with an investment of approximately INR 11 crores, is expected to generate 66 lakh kWh of electricity annually, partially meeting the unit's energy needs. This initiative aims to improve cost competitiveness by reducing energy expenses, decrease reliance on conventional power sources, and lower the company's carbon footprint, reinforcing its commitment to responsible business practices and green energy. The company continues to invest in operational excellence and sustainable growth.

Mafatlal Industries Ltd has announced the commencement of electricity generation from its 4 MWp (DC) ground-mounted solar photovoltaic (PV) power plant at its Nadiad Unit. This plant is for captive consumption and is expected to enhance cost competitiveness by reducing energy expenses, a significant component of manufacturing costs. The initiative also underscores the company's commitment to environmental sustainability through green energy production and a reduced carbon footprint. This development follows an earlier intimation regarding the plant's setup.

Mafatlal Industries Ltd has announced that its Board of Directors will convene on August 7, 2026, to consider and approve the un-audited financial results for the quarter ended June 30, 2026. In line with SEBI regulations and the company's insider trading code, the trading window for the company's equity shares will remain closed from July 1, 2026, until 48 hours after the results are publicly declared. This closure is to prevent potential insider trading during the sensitive period leading up to the financial results announcement.

Mafatlal Industries Limited has announced its 112th Annual General Meeting (AGM) will be held on Friday, August 7, 2026, at 03:30 p.m. (IST) via Video Conference/Other Audio Visual Means. The Notice convening the AGM and the Annual Report for FY 2025-26 have been sent to shareholders via email. For shareholders whose email addresses are not registered, the company is providing a weblink to access the Annual Report on its website and through Kfin Technologies Limited and BSE. A cut-off date of Friday, July 31, 2026, has been fixed for determining voting eligibility and dividend entitlement. Remote e-voting will be open from August 4 to August 6, 2026.