ULTRAMARINE & PIGMENTS LTD.-$

Ultramarine & Pigments Ltd has announced the closure of its trading window for all promoters, directors, connected, and designated persons from October 1, 2025. This closure is in connection with the upcoming unaudited financial results for the second quarter and half-year ending September 30, 2026. The trading window will reopen 48 hours after the results are officially declared to the stock exchange. Additionally, the Income Tax PAN of these personnel will be frozen during this period. The company will separately intimate the date of the board meeting to consider these financial results. Further details are available on the company's website.

Thirumalai Chemicals Limited, a promoter group entity, has disposed of 14,60,000 equity shares, representing 5% of the total share capital, in Ultramarine & Pigments Limited. This transaction was conducted via a block deal on the BSE. Following the sale, Thirumalai Chemicals' holding in Ultramarine & Pigments has reduced from 14.38% to 9.38%. The total equity share capital of Ultramarine & Pigments remains unchanged at 2,92,00,000 equity shares of Rs. 2/- each.

Thirumalai Chemicals Limited has disclosed the disposal of 14,60,000 equity shares, representing 5% of the total share capital, in Ultramarine & Pigments Limited. This transaction was executed via a block deal on the BSE. Following the sale, Thirumalai Chemicals' holding in Ultramarine & Pigments has reduced from 14.38% to 9.38%. The total equity share capital of Ultramarine & Pigments remains unchanged at 2,92,00,000 equity shares of Rs. 2/- each.

Ultramarine & Pigments Ltd announced that its Board of Directors has approved the unaudited standalone and consolidated financial results for the quarter ended June 30, 2026. The approval was granted at a board meeting held on August 07, 2026. The company will publish an extract of these results in newspapers as per SEBI regulations. The limited review reports for the standalone and consolidated financial results, along with segment revenue, results, assets, and liabilities, are enclosed with the filing.

Consolidated is primary here, and while standalone and consolidated tell a similar top-line story, they diverge on profit growth. Ultramarine & Pigments posted consolidated revenue of ₹239.96 Cr for Q1 FY27, up 30.1% YoY from ₹184.38 Cr and 20.8% QoQ from ₹198.71 Cr. Consolidated PAT came in at ₹31.59 Cr, up 56.5% YoY from ₹20.19 Cr, with EPS at ₹10.82 versus ₹6.91 a year earlier. Standalone (parent-only) revenue of ₹218.87 Cr (+29.8% YoY) and PAT of ₹27.97 Cr (+68.2% YoY) actually grew profit faster than the consolidated entity — the roughly 12-point gap traces to subsidiary Ultramarine Specialty Chemicals, whose ₹3.52 Cr PAT this quarter on ₹24.79 Cr of income grew more slowly and diluted the group's blended growth rate. Consolidated net profit margin expanded to 13.2% from 10.95% a year ago and roughly 7.1% last quarter. Neither the current nor the year-ago quarter carried any exceptional item, so the improvement is operating, not one-off — by contrast, the prior quarter (Q4FY26) carried a ₹1.83 Cr consolidated exceptional loss, meaning the 123% QoQ PAT jump is flattered by a soft base and shouldn't headline the story. By segment, Chemicals and Allied Products — the core inorganic-pigments business — drove the print, with consolidated segment revenue up 30.9% YoY to ₹225.03 Cr and segment profit of ₹38.27 Cr; IT Enabled Services grew 19.4% YoY to ₹14.93 Cr, a smaller but supportive contributor. There is no formal management guidance on record for this quarter, and a web search turned up no analyst previews or consensus estimates for this print — Ultramarine & Pigments appears to carry no meaningful sell-side coverage, so the result is neither a beat nor a miss versus street, just unknown. No management press release beyond the routine SEBI board-outcome letter was available for this extraction, so no direct management commentary could be cross-checked against the numbers. The quarter's corporate calendar includes the 65th AGM on July 22, 2026, where a 300% (₹6/share) FY26 dividend was declared, and a ₹250 Cr inorganic-pigment capacity expansion project approved in May 2026 — neither shows up in this quarter's P&L yet, but both signal capital-allocation intent heading into an expansion cycle. Going into Q2 FY27, the key markers are whether the 13.2% consolidated NPM holds without the tailwind of an easy prior-quarter exceptional-item comparison, and early execution/capex updates on the ₹250 Cr pigment project. The subsidiary mix — Ultramarine Specialty Chemicals, with total assets of ₹203.62 Cr and ₹3.52 Cr PAT this quarter — is worth tracking since it is currently growing slower than the standalone business and diluting group profit growth.

Ultramarine & Pigments Ltd has announced that its Board of Directors will convene on August 7, 2026. The primary agenda for this meeting is to consider and approve the unaudited financial results for the quarter ended June 30, 2026. This includes both standalone and consolidated financial statements. The company has made this disclosure in compliance with SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Ultramarine & Pigments Ltd announced its 65th Annual General Meeting (AGM) scheduled for July 22, 2026, at 10:30 am IST, to be conducted via Video Conference (VC) and/or Other Audio Visual Means (OAVM). The company also released its Integrated Annual Report for the financial year 2025-26. Key highlights include a declared dividend of 300% (₹6.00 per share) with a record date of July 14, 2026. The annual report contains financial highlights, directors' report, management discussion and analysis, corporate governance, and auditor's reports on standalone and consolidated financial statements. The report is accessible electronically and on the company's website.

Ultramarine & Pigments Ltd announced its 65th Annual General Meeting (AGM) scheduled for July 22, 2026, at 10:30 am IST, to be conducted via Video Conference and Other Audio Visual Means. The company will also distribute its Integrated Annual Report for the financial year 2025-26 electronically to members with registered email IDs. Physical copies will be provided upon request. For members without registered email IDs, a web link and QR code will be sent. The report and AGM notice are also available on the company's website and the Central Depository Services (India) Limited website. A significant 300% dividend (₹6.00 per share) was declared, with a record date of July 14, 2026.

Ultramarine & Pigments Ltd has announced the closure of its trading window for all promoters, directors, designated, and connected persons. This closure, effective from July 1, 2026, is in accordance with SEBI (Prohibition of Insider Trading) Regulations, 2015. The window will reopen 48 hours after the declaration of the company's unaudited financial results for the quarter ending June 30, 2026. Additionally, the Income Tax PAN of these personnel will be frozen during this period. The date for the Board meeting to consider these financial results will be communicated separately. The company also noted that this information is available on its website.

Ultramarine & Pigments Ltd has announced the approval of a greenfield project for the manufacture of inorganic pigments at SIPCOT Industrial Park, Manapparai, Tamil Nadu. The project, approved by the Board of Directors on May 20, 2026, will have a proposed capacity of 2500 MT and requires an investment of ₹250 Crores. Funding will be sourced through a mix of internal accruals and term loans. The capacity addition is planned in a phased manner over FY27-28 and FY28-29 to meet future demand.