Summary of Key Information:

Reporting Period (Quarter/Year): Quarter and Year ended March 31, 2026 (Q4 FY26)

Nature of Filing / Announcement: Outcome of Board Meeting pursuant to Regulation 30 and 33 of SEBI LODR Regulations

Date of Board Meeting / Approval: May 29, 2026 (commenced at 5:20 p.m., concluded at 5:58 p.m.)

Audit Opinion: Unmodified opinion (clean) on both standalone and consolidated financial results

Auditor’s Comment: No qualifications or modifications affecting earnings quality, internal controls, or going concern

Key Financial Highlights [Amounts in ₹ Lakhs]

Standalone Results:

Revenue from Operations (FY26): ₹41,671.34 lakhs

Total Income (FY26): ₹42,182.44 lakhs

Net Profit (FY26): ₹1,712.94 lakhs (vs. ₹688.00 lakhs in FY25)

EPS (FY26): Basic ₹11.82, Diluted ₹10.37 (vs. Basic ₹4.81, Diluted ₹4.74 in FY25)

Other Equity (FY26): ₹33,797.21 lakhs (vs. ₹21,064.97 lakhs in FY25)

Cash and Cash Equivalents (FY26): ₹2,172.51 lakhs

Debt: Not separately specified in standalone results

Consolidated Results:

Revenue from Operations (FY26): ₹47,444.76 lakhs

Total Income (FY26): ₹47,836.68 lakhs

Net Profit (FY26): ₹2,757.63 lakhs (vs. ₹872.90 lakhs in FY25)

Net Profit Attribution:

  • Owners: ₹2,923.47 lakhs
  • Non-Controlling Interest (NCI): (₹165.84) lakhs

EPS (FY26): Basic ₹3.88, Diluted ₹3.41 (vs. Basic ₹6.11, Diluted ₹6.02 in FY25)

Other Equity (FY26): ₹33,345.66 lakhs (vs. ₹21,768.82 lakhs in FY25)

Cash and Cash Equivalents (FY26): ₹2,462.35 lakhs

Debt (Borrowings):

  • Non-current: ₹5,396.03 lakhs
  • Current: ₹5,324.77 lakhs
  • Total: ₹10,720.80 lakhs

Segment-wise Performance:

The Group operates in two segments:

1. Defence Sector: Fabrication, machining of components, manufacturing, selling, and maintaining various defense and electronic systems

2. Aeronautics Sector: Operations related to aircraft and aerospace equipment

Segment Revenue (Q4 FY26):

  • Defence: ₹25,950.40 lakhs
  • Aeronautics: ₹4,240.15 lakhs
  • Less: Inter-segment revenue: ₹1,296.00 lakhs
  • Total: ₹28,894.55 lakhs

Segment Results (Q4 FY26):

  • Defence: ₹3,710.64 lakhs profit
  • Aeronautics: (₹529.51) lakhs loss
  • Total: ₹3,181.13 lakhs profit

Segment Assets (FY26):

  • Defence: ₹62,094.42 lakhs
  • Aeronautics: ₹3,201.50 lakhs
  • Total: ₹65,295.92 lakhs

Segment Liabilities (FY26):

  • Defence: ₹25,454.97 lakhs
  • Aeronautics: ₹4,240.85 lakhs
  • Total: ₹29,695.82 lakhs

Corporate Actions:

Dividend: Recommended a dividend of ₹1.30 per equity share (face value ₹10 each) for FY26, subject to approval at the ensuing Annual General Meeting (AGM). If approved, will be paid within 30 days from the AGM date.

Capital Raising:

  • During Q4 FY26, raised ₹10,447.69 lakhs through preferential issue of 4,40,000 equity shares at ₹1,258 per share (₹5,535.20 lakhs) and 15,62,000 share warrants at ₹314.50 per warrant (25% of ₹1,258, totaling ₹4,912.49 lakhs)
  • ₹9,810.66 lakhs utilized during the year, ₹637.03 lakhs remaining in separate bank account

Utilization of Preferential Issue Proceeds:

  • Repayment of existing borrowing: ₹7,500.00 lakhs
  • Augment working capital needs: ₹2,310.66 lakhs
  • Total utilized: ₹9,810.66 lakhs

Other Significant Information:

Subsidiaries: The consolidation includes six subsidiaries and one step-down subsidiary:

  • Nibe Automobile Limited (94.02% ownership)
  • Nibe Defence and Aerospace Limited (60.30% ownership)
  • Karmayogi Manufacturing Private Limited (51.00% ownership)
  • Nibe Meson Naval Limited (Subsidiary)
  • Nibe Technologies Private Limited (99.50% ownership)
  • Nibe Space Private Limited (100.00% ownership)
  • Nibe Aeronautics Limited (76.00% ownership through Nibe Defence & Aerospace Limited) [Disinvested on April 9, 2026]

Share Capital Changes: During FY26, allotted 2,04,705 equity shares of face value ₹10 each at ₹510 per share (including ₹500 premium) on receipt of balance warrant amount of ₹783.00 lakhs

Labour Codes: No material impact from enactment of New Labour Codes, 2025 on financial results

Segment Reporting: Segment reporting applicable from quarter ended June 30, 2025 due to addition of Aeronautics segment