Summary of Key Information:

Reporting Period (Quarter/Year): Quarter and Half Year ended September 30, 2026 (Q2 FY27, H1 FY27)

Nature of Filing / Announcement: Outcome of Board Meeting pursuant to Regulation 30 of SEBI (LODR) Regulations, 2015

Audit Opinion:

The financial results are unaudited and have been subjected to a limited review by the statutory auditors. The review reports from Walker Chandiok & Co LLP and Anil Pariek & Garg state that nothing has come to their attention that causes them to believe that the statements contain any material misstatement. The opinion is clean and unmodified.

Key Financial Highlights [₹ in million]

Standalone Results:

Quarter ended September 30, 2026 (Q2 FY27):

  • Revenue from Operations: ₹5,829.10 (vs. ₹4,061.20 in Q2 FY26, +43.5% YoY; vs. ₹4,997.51 in Q1 FY27, +16.6% QoQ)
  • Total Income: ₹5,891.41
  • Profit before tax: ₹1,059.59
  • Net Profit: ₹790.76
  • EPS: ₹7.48

Half Year ended September 30, 2026 (H1 FY27):

  • Revenue from Operations: ₹10,826.61 (vs. ₹7,122.30 in H1 FY26, +52.0% YoY)
  • Total Income: ₹10,959.02
  • Profit before tax: ₹2,046.12
  • Net Profit: ₹1,523.50
  • EPS: ₹14.42
  • Other Equity: ₹7,055.38 (as of September 30, 2026, vs. ₹5,501.29 as of March 31, 2026)
  • Cash and Cash Equivalents: ₹108.44 (as of September 30, 2026, vs. ₹203.81 as of March 31, 2026)
  • Debt: Short-term borrowings ₹390.18, Long-term borrowings ₹293.71, Total borrowings ₹683.89 (as of September 30, 2026)

Consolidated Results:

Quarter ended September 30, 2026 (Q2 FY27):

  • Revenue from Operations: ₹5,943.33 (vs. ₹4,184.22 in Q2 FY26, +42.0% YoY; vs. ₹5,030.22 in Q1 FY27, +18.1% QoQ)
  • Total Income: ₹6,003.41
  • Profit before tax: ₹1,056.79
  • Net Profit: ₹777.47 (Attributable to owners: ₹782.30; Non-controlling interest: -₹4.83)
  • EPS: ₹7.36

Half Year ended September 30, 2026 (H1 FY27):

  • Revenue from Operations: ₹10,973.55 (vs. ₹7,337.73 in H1 FY26, +49.6% YoY)
  • Total Income: ₹11,099.21
  • Profit before tax: ₹1,969.43
  • Net Profit: ₹1,440.08 (Attributable to owners: ₹1,448.43; Non-controlling interest: -₹8.35)
  • EPS: ₹13.63
  • Other Equity: ₹6,568.23 (as of September 30, 2026, vs. ₹5,109.92 as of March 31, 2026)
  • Cash and Cash Equivalents: ₹286.61 (as of September 30, 2026, vs. ₹292.54 as of March 31, 2026)
  • Debt: Short-term borrowings ₹858.56, Long-term borrowings ₹293.71, Total borrowings ₹1,152.27 (as of September 30, 2026)

Segment-wise Performance:

The operating segment is identified as a single segment: "Manufacturing of machines for the HDPE/PP woven fabric industry". The Chief Operating Decision Maker reviews business performance at an overall Group/Company level.

Corporate Actions:

  • Dividend: The cash flow statements indicate dividend payments of ₹158.48 million for H1 FY27 (standalone and consolidated).
  • No share split, bonus issue, buyback, or capital raising was announced in this specific meeting.

Other Significant Information:

  • Exceptional Items (Prior Year): For the year ended March 31, 2026, the company reported exceptional items of ₹94.16 million (consolidated) and ₹198.43 million (standalone) related to the impact of new labour codes and diminution in the value of investments in a subsidiary.
  • Subsidiaries: The consolidated results include six subsidiaries: Sundarlam Industries Private Limited, Leesona Corp USA, Lohia Global Solutions FZE, LDB Importacao E Exportacao Ltda, Leesona Machinery Private Limited, and OMGM Extrusiontechnik S.R.L.
  • Auditor's Reliance: The consolidated review report notes reliance on the review report of one of the joint auditors, Anil Pariek & Garg, for six subsidiaries whose financial information reflects total assets of ₹1,160.75 million and a net loss after tax of ₹108.39 million for the H1 FY27 period.