NILKAMAL LTD.

Nilkamal Ltd has announced the closure of its trading window for dealing in the company's securities. This closure is in compliance with SEBI's Insider Trading Regulations and the company's internal code of conduct. The trading window will be shut from October 01, 2026, until 48 hours after the declaration of the Unaudited Financial Results for the second quarter and half-year ended September 30, 2026. During this period, directors, promoters, designated persons, and their immediate relatives are prohibited from trading in Nilkamal's shares. The specific date for the board meeting to approve these financial results will be communicated separately.

Madanlal Jain and Persons Acting in Concert (PACs) have disclosed an acquisition of 8,09,224 equity shares, representing 5.42% of the total voting capital in Nilkamal Limited. This acquisition was made through an off-market inter-se transfer by way of gift. Prior to this transaction, Krithika Jain held 30,617 shares (0.20%). Post-acquisition, the total holding of Madanlal Jain and PACs stands at 8,39,841 shares, amounting to 5.62% of the company's total voting capital. The transaction date is reported as September 21, 2026.

Nilkamal Limited has received a disclosure under SEBI (Substantial Acquisition of Shares & Takeovers) Regulations, 2011, from Seetha Kumari and Persons Acting in Concert (PACs). Prior to the disposal, Seetha Kumari and PACs held 5.62% (8,39,841 shares) of Nilkamal's voting capital. They have disposed of 5.42% (8,09,224 shares) through an off-market inter-se transfer by way of gift. Post-disposal, their holding has reduced to 0.20% (30,617 shares). The acquirers do not belong to the promoter group.

Nilkamal Ltd has announced that its appeal against an order from the Office of The Superintendent of CGST & Central Excise has been rejected by the Joint Commissioner CGST & Central Excise (Appeals), Siliguri. The original order, dated November 20, 2025, had raised a demand of ₹7,22,362 for wrongly availed and utilized Input Tax Credit (ITC) for FY 2018-19 and FY 2019-20. The appellate authority upheld this demand, which includes tax dues of ₹3,61,181 and a penalty of ₹3,61,181. The company stated that based on professional advice, it will take necessary action. Nilkamal Ltd also clarified that there is no material impact on its financial and operational activities due to this order.

Nilkamal Ltd has issued a clarification regarding recent volume movements in its shares. The company stated that it regularly intimates stock exchanges with all relevant information impacting its operations and performance, as per SEBI regulations. As of the current date, Nilkamal Ltd confirmed that there is no undisclosed information or announcement, including price-sensitive details, that would explain the observed price or volume behavior of its stock. Investors are advised to take note of this clarification.

Nilkamal Ltd announced that its Board of Directors, in a meeting held on August 1, 2026, has approved the unaudited standalone and consolidated financial results for the first quarter ended June 30, 2026. The Statutory Auditors have issued an unmodified opinion on these results. The company has also uploaded the results and a press release on its website. The board meeting commenced at 12:15 p.m. and concluded at 01:00 p.m.

Nilkamal Ltd announced that its Board of Directors, in a meeting held on August 1, 2026, has approved the unaudited standalone and consolidated financial results for the first quarter ended June 30, 2026. The company also confirmed that the statutory auditors have issued an unmodified opinion on these results. The detailed financial results and the limited review report are available on the company's website. The board meeting commenced at 12:15 p.m. and concluded at 01:00 p.m.

Nilkamal's Q1 FY27 print is a margin-led profit story on a shrinking topline. Consolidated revenue fell 7.2% YoY to ₹819.7 Cr (₹883.1 Cr a year ago), yet consolidated PAT rose 59% to ₹24.4 Cr from ₹15.3 Cr, lifting net margin to 2.98% from 1.73% and operating margin to 9.1% from 6.85%. There were no exceptional items on either side of the comparison, so the profit jump is underlying, not optical. Management attributes the revenue drop to a ~50% surge in key raw-material costs since March 2026 that cut B2B volumes 37%; proactive price hikes and mix optimisation held B2B value degrowth to 10% while improving gross margin. The swing driver is the Retail & E-commerce segment turning profitable: turnover grew 13% to ₹104 Cr and the segment posted EBIT of ₹1.68 Cr versus a ₹9.5 Cr loss a year ago (e-commerce +22%, stores +6%, network of 100 COCO/FOFO stores). Standalone tells an even sharper version — PBT and PAT both up ~145% to ₹31.4 Cr and ₹23.4 Cr — the divergence from the +59% consolidated figure reflecting a higher consolidated year-ago base; readers should anchor on the consolidated PAT of ₹24.4 Cr as the primary number. Sequentially the result is well below Q4 FY26 (revenue ₹965 Cr, PAT ₹41.7 Cr), but Q4 is seasonally the strongest quarter for furniture/durables, so the QoQ step-down is largely seasonality rather than deterioration. Nilkamal gives no formal earnings guidance and no brokerage consensus previews exist for this small-cap, so there is no external bar to grade against. Concurrent developments: capex rose to ₹41 Cr (from ₹36 Cr), net borrowing fell sharply to ₹116 Cr from ₹331 Cr a year ago, and CARE reaffirmed CARE AA (Stable)/A1+. The read into next quarter hinges on whether raw-material costs ease enough to revive B2B volumes without giving back the pricing-led margin gains, and whether Retail can hold its newly positive EBIT.

Nilkamal Ltd has announced that its Board of Directors will convene on August 1, 2026, to consider and approve the Unaudited Financial Results for the First Quarter ended June 30, 2026. The meeting will cover both standalone and consolidated financial statements. The trading window for the company's securities, which commenced on July 1, 2026, will remain closed until 48 hours after the results are publicly disclosed.

Nilkamal Ltd announced its performance for the financial year 2025-26 at its 40th Annual General Meeting. The company reported a 14% increase in revenue from operations to ₹3,686 crore, up from ₹3,239 crore in the previous year. Profit After Tax (PAT) rose to ₹105 crore from ₹91 crore, despite a one-time exceptional employee benefit charge of ₹5.41 crore. The company achieved a significant milestone with non-plastic furniture, mattresses, and foam products sales exceeding plastic furniture sales for the first time. Net worth stood at ₹1,466 crore with total debt at ₹256 crore. The Board recommended a final dividend of ₹20 per equity share. Investments in expansion and strengthening operations amounted to ₹44 crore, with the company maintaining a net cash surplus of ₹67 crore and expecting to fund future requirements from internal accruals.