MRF LTD.

MRF Ltd has announced the closure of its trading window from October 1, 2026, until 48 hours after the declaration of its unaudited financial results for the quarter and half-year ending September 30, 2026. This is in accordance with the company's internal code of conduct for designated persons and their immediate relatives, aimed at preventing insider trading. Investors and stakeholders are advised to note this period of restricted trading activity.

MRF Ltd reported its unaudited financial results for the quarter ended June 30, 2026. Consolidated total income rose to ₹8610.56 Crores from ₹7804.23 Crores in the same period last year. However, consolidated profit before tax decreased to ₹649.69 Crores from ₹671.83 Crores. After tax provision of ₹154.34 Crores, the consolidated net profit stood at ₹495.35 Crores, down from ₹501.82 Crores year-on-year. The company cited strong demand from OE manufacturers and healthy replacement sales, but noted that higher input costs, particularly raw material prices influenced by the Middle East conflict, impacted profitability. MRF has implemented price increases and cost management measures to partially offset these effects, though margin pressure is expected to persist.

MRF Ltd announced the outcome of its Board Meeting held on August 11, 2026. The Board approved the unaudited financial results (standalone and consolidated) for the quarter ended June 30, 2026, along with the Limited Review Report from the auditors. Additionally, the Board appointed Mr. Prasanth Puliakottu as Senior Management Personnel, heading the Information Technology Services function, and Mr. Santhosh Mathew as Senior Management Personnel, heading the Human Resources & Services function. The financial results show Revenue from Operations of ₹8,291.56 Crores for the quarter ended June 30, 2026.

MRF's consolidated revenue rose 9.6% YoY to ₹8,415.50 Cr, comfortably above the ₹7,500-7,800 Cr range flagged in our pre-result preview. But consolidated PAT slipped 1.3% YoY to ₹495.35 Cr (from ₹501.82 Cr) and fell 29.5% QoQ from Q4 FY26's seasonally strong ₹702.25 Cr, as cost pressure outran the topline gain. Standalone told the same story: revenue ₹8,291.56 Cr (+9.7% YoY), PAT ₹474.37 Cr (-2.0% YoY) — close enough to the consolidated move (0.75pp gap) that there's no material standalone/consolidated divergence to flag. The squeeze sat entirely on the cost line. Cost of materials consumed rose to 69.6% of consolidated revenue this quarter, versus 60.2% a year ago and 62.1% last quarter — consistent with the natural rubber (~₹280/kg) and crude (>USD100/bbl) pressure our preview called out. That pushed OPM (EBITDA margin) down to roughly 11.8%, from 13.96% YoY and ~16.2-16.4% QoQ, while NPM eased to 5.75% from 6.41% YoY. Neither the current nor year-ago quarter carried exceptional items, so this is a clean, unadjusted operating-margin move, not accounting noise. Against the Street setup, this reads as a miss on the question that mattered most. The pre-result consensus was neutral and split (46% buy, 21% hold, 33% sell), with bears like Motilal Oswal betting margins couldn't hold near Q4's 16.2% peak. Actual OPM of ~11.8% came in below even the previewed 14.5-15.5% floor, confirming the structural-squeeze thesis. Absolute PAT of ₹495 Cr landed inside the previewed ₹475-550 Cr band, but only because volume/pricing carried revenue — had margin held near 14.5%, profit would have been materially higher. MRF has no formal FY27 guidance on record (none in our tracked filings, none found via web search), so there is no outlook to grade the print against, and this filing itself carries no MD&A or press commentary — only the board-meeting outcome letter — so there is no management framing to reconcile against the numbers. Separately, the board has recommended a ₹229/share dividend at the 65th AGM (Aug 6, 2026) and released its FY26 BRSR sustainability report — governance/capital-allocation items unconnected to this quarter's operating performance. With rubber and crude still elevated per the preview's premise, the next checkpoint is whether the cost-of-materials ratio (69.6% this quarter) eases in Q2, or whether MRF leans on further price hikes to defend margin — something only visible in next quarter's print or subsequent management commentary, since none is offered here.

MRF Ltd has announced that its Board of Directors will convene on August 11, 2026. The primary agenda for this meeting is to consider and approve the company's unaudited financial results for the quarter ending June 30, 2026. These results will be presented on both a standalone and consolidated basis. Additionally, the company has informed that its trading window will remain closed from July 1, 2026, to August 13, 2026, in accordance with its internal code of conduct for designated persons.

MRF Limited has announced that its 65th Annual General Meeting (AGM) will be held on Thursday, August 6, 2026, at 11 a.m. The meeting will be conducted through Video Conference (VC) / Other Audio Visual Means (OAVM) in compliance with current regulations. The Notice of the AGM and the Annual Report for the financial year 2025-26 are being sent electronically to shareholders with registered email addresses. For shareholders whose email addresses are not registered, the company has provided a weblink and path to access the Annual Report on its website, ensuring compliance with SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

MRF Ltd has announced its 65th Annual General Meeting (AGM) will be held on Thursday, August 6, 2026, through Video Conferencing/Other Audio Visual Means (OAVM). The meeting will commence at 11:00 AM. Key agenda items include the adoption of audited financial statements for the fiscal year ended March 31, 2026, declaration of a final dividend of ₹229 per equity share, and the re-appointment of directors retiring by rotation. Additionally, the AGM will address the re-appointment of M M Nissim & Co LLP as Joint Statutory Auditors for five years and the appointment of Mr. J. Karthikeyan as Cost Auditor for the financial year ending March 31, 2027, with a remuneration of ₹8,40,000. The cut-off date for remote e-voting is fixed as July 30, 2026.

MRF Ltd has published its Business Responsibility and Sustainability Report (BRSR) for the financial year 2025-26. The report includes reasonable assurance on BRSR Core indicators provided by SGS India Private Limited. The company's primary business activity is the manufacturing of automotive tyres, tubes, and flaps, accounting for 100% of its turnover. MRF Ltd operates across India, serving all states and union territories, and exports to over 60 countries, with exports contributing 7.58% to its total turnover. The report details employee demographics, including a significant portion of permanent male employees and workers, and highlights the participation of women on the Board of Directors and in Key Management Personnel roles.

MRF Ltd has announced its 65th Annual General Meeting (AGM) to be held on Thursday, August 6, 2026, via Video Conferencing/Other Audio Visual Means (OAVM). The company will present its audited financial statements for the fiscal year ended March 31, 2026, along with the Board and Auditors' reports. A key agenda item is the recommendation of a final dividend of ₹229 per equity share (2290%) of ₹10 face value. The AGM notice also includes the re-appointment of two directors, Mr. Varun Mammen and Dr. (Mrs) Cibi Mammen, who are retiring by rotation. Additionally, M M Nissim & Co LLP is proposed for re-appointment as Joint Statutory Auditors for five years, and Mr. J. Karthikeyan is proposed as Cost Auditor for FY27 with a remuneration of ₹8,40,000. The cut-off date for remote e-voting is fixed as July 30, 2026.

MRF Ltd has announced that its 65th Annual General Meeting (AGM) will be held on Thursday, August 6, 2026, via Video Conferencing. The company has fixed Friday, July 17, 2026, as the record date for the purpose of payment of final dividend, if declared at the AGM. The dividend, if approved, will be paid on or after August 17, 2026. This intimation is in accordance with SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.