Jasch Industries Limited reported a 72.6% year-on-year increase in standalone net profit to ₹381.32 lakh for the quarter ended June 30, 2026, driven by an 80% surge in revenue from operations to ₹7,526.36 lakh. The Board of Directors approved the unaudited financial results on July 30, 2026, citing robust demand across its synthetic leather segments as the primary growth catalyst.

The results were reviewed by the Audit Committee and approved by the Board, with Statutory Auditors Arora & Choudhary Associates issuing a limited review report pursuant to Regulation 33 of the SEBI (Listing Obligations & Disclosure Requirements) Regulations, 2015. The financial statements were prepared in accordance with Indian Accounting Standards (Ind AS).

Financial Performance

Revenue from operations climbed to ₹7,526.36 lakh in Q1FY27, compared to ₹4,188.51 lakh in the same period last year. Total income stood at ₹7,533.46 lakh, including other income of ₹7.10 lakh. Earnings per share (basic and diluted) increased to ₹5.61 from ₹3.25 in Q1FY26.

Profit before tax rose to ₹509.57 lakh from ₹295.04 lakh in the prior year period. Tax expenses were recorded at ₹128.25 lakh, comprising current tax only; deferred tax was nil for the quarter.

Segment Analysis

The Polyurethane (PU) segment was the key growth driver, with revenue jumping 158.2% to ₹4,557.41 lakh from ₹1,764.70 lakh in Q1FY26. Segment result for PU more than doubled to ₹356.12 lakh from ₹130.89 lakh. The Polyvinyl Chloride (PVC) segment saw moderate growth, with revenue rising 22.3% to ₹2,976.05 lakh and segment result remaining stable at ₹204.33 lakh.

What the Numbers Show

The disproportionate growth in the PU segment relative to the PVC segment indicates a shifting product mix favoring higher-value PU applications. While total expenses grew at a similar rate to revenue (80.0% vs 79.7%), the absolute margin expansion suggests operational leverage in the high-growth PU line. Finance costs increased modestly to ₹50.88 lakh from ₹43.79 lakh, while employee benefits rose to ₹415.59 lakh, reflecting scaling operations.

Jasch Industries Ltd has completed the process of sending emails to shareholders containing the link to the notice for its 40th Annual General Meeting (AGM). The meeting is scheduled for Friday, August 21, 2026, at 10:00 hours through Video Conferencing and Other Audio Visual Means (VC/OAVM). The intimation was made pursuant to Regulation 47 of the SEBI (Listing Obligations & Disclosure Requirements) Regulations, 2015.

The company reported its highest ever revenue of ₹228.84 crore for the financial year ended March 31, 2026, marking a 24% increase compared to the previous year. It achieved a record profit after tax (PAT) of ₹13.25 crore, registering a year-on-year growth of 77%. EBITDA for the period grew by 59%, driven by cost discipline and operating leverage.

E-Voting and Shareholder Participation

Remote e-voting will commence at 09:00 hours on August 17, 2026, and conclude at 17:00 hours on August 20, 2026. Only shareholders whose names appear in the register of members or register of beneficial owners maintained by the depository as on the cut-off date of August 14, 2026, are entitled to vote. Members may participate in the AGM even after exercising their right to vote through remote e-voting but will not be permitted to vote again during the meeting.

Shareholders who have not provided their email addresses or did not receive the communication can download the notice and Annual Report for FY26 from the company's website under the Investors > Annual Reports section or from the BSE website. Grievances regarding non-receipt of the notice or e-voting issues may be sent via email to ramap@alankit.com .

Financial Performance

The company delivered stellar operational results, surpassing the ₹225 crore revenue mark for the first time. The growth was primarily led by the PU Coated Fabrics & Allied Products segment, which contributed 50.88% of the total revenue, while PVC Coated Fabrics & Allied Products accounted for 49.12%.

Future Outlook

The company is expanding its operational capacity with Unit-2 at Village Bhigan, District Sonipat, expected to commence commercial production by end-October 2026. This new unit will add an installed capacity of 115 lakh metres per year of PVC coated fabrics. Additionally, the company has increased the installed capacity of PU adhesives from 30 lakh metres per annum to 40 lakh metres per annum. Management has budgeted a revenue target of ₹345 crore for the financial year 2026-27.