StockWatch
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RAJAPALAYAM MILLS LTD.-$

BSE: 532503

P/L Snapshot

Q1 FY27 · standalone

vs Q4 FY26·vs Q1 FY26
Revenue
266.35
-3.0%+38.6%
Expenditure
263.51
-5.8%+26.6%
Net Profit
1.12
+132.4%+109.1%
OPM %
14.03%
+2.74pp+2.01pp

Shareholding

Pattern breakdown

P/L Trends

(in crores)

RevenueExpenditureNet Profit
-55.0937.61130.30223.00315.70Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Price Chart
Reports

Rajapalayam Mills textile ops turn profitable; consol PAT up 116% YoY, down 41% QoQ

textile · turnaround · associate income

ResultsQ1 FY2713 Aug 20263 minConsumer & Retail
Latest
Quarterly Result13 Aug, 12:48 pm

Rajapalayam Mills textile ops turn profitable; consol PAT up 116% YoY, down 41% QoQ

Rajapalayam Mills reported consolidated (primary basis) revenue from operations of ₹261.28 Cr for Q1 FY27 (quarter ended June 30, 2026), up 38.6% YoY from ₹188.57 Cr but down 3.0% sequentially from ₹269.34 Cr. Consolidated PAT was ₹17.55 Cr, up 116% YoY from ₹8.12 Cr, though down 40.7% QoQ from ₹29.61 Cr — the sequential softness stems from a lower associate-income contribution, not deterioration in the core business. Consolidated NPM improved to 6.7% from 4.2% a year ago but compressed from 10.8% in Q4 FY26. Consolidated basic EPS was ₹19.07 versus ₹8.83 a year ago and ₹32.17 last quarter. Both periods carry a small exceptional loss on sale of property/plant & equipment (₹1.01 Cr now vs ₹0.22 Cr a year ago); adjusting both periods for this, YoY consolidated PAT growth is north of 120% rather than 116% reported — the swing is real, not one-off driven. The more consequential story sits at the standalone (core textile) level. Standalone net profit before exceptional items and tax was ₹2.84 Cr this quarter, a genuine turnaround from operating losses of ₹5.27 Cr in Q4 FY26 and ₹16.07 Cr in Q1 FY26 — likely tied to input-cost (cotton) and power-cost movement given Cost of Materials Consumed, Power & Fuel and Other Expenditure are the largest expense lines, though the filing gives no line-item commentary to confirm the driver. Standalone PAT was ₹1.12 Cr, versus losses of ₹12.24 Cr a year ago and ₹3.44 Cr last quarter — still a wafer-thin 0.4% NPM on ₹261 Cr of standalone revenue. The bulk of consolidated profit — ₹16.44 Cr of the ₹17.55 Cr total — came from the company's share of profit in its associates (The Ramco Cements, Ramco Industries and Ramco Systems), down from ₹33.05 Cr in Q4 FY26, which is what drove the QoQ PAT decline despite the standalone improvement. We found no analyst previews or consensus estimates for this quarter — Rajapalayam Mills is a thinly-covered micro-cap textile name — so vsStreet is unknown; management has also issued no formal prior guidance or outlook on record, so the print cannot be graded against a stated bar, and there is no management press release in our context to cross-check framing against the numbers. Corporate developments this quarter were procedural rather than operational: the company closed its trading window ahead of results (July 15), sent out its FY26 physical annual report and AGM notice with a ₹0.50/share dividend (August 4), and has scheduled its 90th AGM for August 28, 2026 — none bear directly on the Q1 print. From the current quarter, the company has also folded its captive power segment into textile operations for internal reporting under Ind AS 108, reducing segment disclosure granularity going forward.

13 Aug 2026, 12:48 pm

Corporate Events

Board MeetingRAJPALAYAM
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28Aug

Board Meeting

The 90th Annual General Meeting of the Company will be held …

BSE Filing ↗
DividendRAJPALAYAM
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₹0.5 / share

BSE Filing ↗
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The Board Meeting is scheduled to consider and approve Unaud…

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Board MeetingRAJPALAYAM
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28May

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The Board of Directors of the Company at their Meeting held …

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Consider and approve Unaudited Standalone and Consolidated F…

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Consider and approve Un-Audited Standalone and Consolidated …

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Board MeetingRAJPALAYAM
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11Aug

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consider Inter alia the Unaudited Standalone and Consolidate…

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Board MeetingRAJPALAYAM
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Consideration of Audited Annual Accounts for the year ended …

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Board MeetingRAJPALAYAM
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Consider and approve Unaudited Standalone and Consolidated F…

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Board MeetingRAJPALAYAM
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12Nov

Board Meeting

Consider and approve Un-audited Standalone and Consolidated …

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Board MeetingRAJPALAYAM
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29May

Board Meeting

Consider and approve Audited Annual Accounts for the year en…

BSE Filing ↗
Board MeetingRAJPALAYAM
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12Feb

Board Meeting

Consider and approve Unaudited Financial Results for the Qua…

BSE Filing ↗