Lahoti Overseas reported its unaudited standalone and consolidated financial results for the quarter ended June 30, 2026, at a Board of Directors meeting held on August 10, 2026. The company posted a significant year-on-year improvement in profitability, with standalone net profit from continuing operations rising sharply to ₹308.38 lakhs from ₹160.58 lakhs in the corresponding quarter of the previous year. The results were reviewed by the Audit Committee and approved by the Board on the same date, with independent auditor P C Ghadiali and Co LLP issuing a limited review report finding no material misstatements.

Standalone Financial Performance

On a standalone basis, the company's total revenue from operations for the quarter ended June 30, 2026 stood at ₹8,840.41 lakhs, compared to ₹8,450.40 lakhs in the corresponding quarter of the previous year and ₹8,845.35 lakhs in the preceding quarter ended March 31, 2026. Total income, including other income and unrealised gains, rose to ₹9,211.36 lakhs from ₹8,738.73 lakhs in the year-ago quarter. The following table presents the key standalone financial metrics:

Standalone profit before tax for Q1 FY27 stood at ₹327.76 lakhs, compared to ₹183.05 lakhs in Q1 FY26 and ₹146.36 lakhs in Q4 FY26. Basic and diluted earnings per equity share (face value ₹2/-) for the quarter were ₹1.06, up from ₹0.55 in the year-ago quarter.

Consolidated Financial Performance

On a consolidated basis, which includes subsidiaries G Varadan Limited and Innovative Spintex Private Limited, total revenue from operations for the quarter ended June 30, 2026 was ₹8,840.41 lakhs, compared to ₹8,590.25 lakhs in the corresponding quarter of the previous year. Consolidated net profit from continuing operations for the quarter came in at ₹310.00 lakhs, against ₹162.83 lakhs in Q1 FY26. The table below summarises key consolidated metrics:

The consolidated results include unaudited interim financial results of wholly owned subsidiaries G Varadan Limited, which reflected a net profit of ₹10.54 lakhs, and Innovative Spintex Private Limited, which reflected a net loss of ₹0.77 lakhs for the first quarter.

Segment-wise Performance

The company has identified two reportable segments — Export/Trading Division and Power Division — in accordance with Ind AS 108. The Export/Trading Division remained the dominant revenue contributor, recording segment revenue of ₹8,774.57 lakhs for Q1 FY27 on a standalone basis, compared to ₹8,549.13 lakhs in Q1 FY26. The Power Division reported segment revenue of ₹75.30 lakhs for the quarter, against ₹91.17 lakhs in the year-ago period.

Board Decisions and Corporate Actions

At the Board meeting held on August 10, 2026, the following key decisions were taken:

• Q1 FY27 Results: Approval of unaudited standalone and consolidated financial results for the quarter ended June 30, 2026, along with the limited review report of statutory auditors.
• Annual General Meeting: The 31st AGM of the company has been scheduled for Tuesday, September 29, 2026 at 3:00 P.M. via Video Conferencing / Other Audio Visual Means.
• Register Closure: The Register of Members and Share Transfer Books will remain closed from Wednesday, September 23, 2026 to Tuesday, September 29, 2026 (both days inclusive) for the purposes of the AGM and dividend.
• Record Date: The Board fixed Tuesday, September 22, 2026 as the record date (cut-off date) for the payment of final dividend and facilitating remote e-voting.
• Trading Window: The Trading Window for equity shares will reopen from Monday, August 16, 2026 onwards, in compliance with the Lahoti Prevention of Insider Trading Code.

The Board meeting commenced at 15:30 hours and concluded at 17:00 hours IST on August 10, 2026. The financial results are prepared in accordance with Indian Accounting Standards (Ind AS) under the Companies (Indian Accounting Standards) Rules, 2015, as prescribed under Section 133 of the Companies Act, 2013.

Lahoti Overseas Limited reported a 16.5% rise in net profit for the financial year ended March 31, 2026, to ₹149.80 crore, compared to ₹128.61 crore in the previous year. The board recommended a final dividend of ₹0.20 per equity share, or 10%, subject to shareholder approval at the ensuing Annual General Meeting. Revenue from operations for FY26 stood at ₹3,794.91 crore, a decrease from ₹5,057.65 crore in FY25.

The board, in its meeting held on May 28, 2026, approved the audited standalone and consolidated financial results. M/s. P C Ghadiali & Company LLP, Statutory Auditors, issued an audit report with an unmodified opinion on the financial results. The company also disclosed details of outstanding qualified borrowings amounting to ₹32.04 crore as of March 31, 2026, referencing Securities and Exchange Board of India (SEBI) Circular No. SEBI/HO/DDHS/PoD1/P/CIR/2024/54 dated May 22, 2024.

For the quarter ended March 31, 2026, the company recorded a net profit of ₹23.24 crore, up from ₹20.41 crore in the corresponding quarter of the previous year. Total income for the quarter was ₹915.26 crore, while total expenses stood at ₹900.62 crore. The Export/Trading Division reported segment revenue of ₹877.97 crore for the quarter, while the Power Division contributed ₹4.06 crore.

The statement of assets and liabilities as of March 31, 2026, showed total assets at ₹2,609.40 crore, up from ₹2,307.24 crore in the previous year. Total equity and liabilities increased to ₹2,609.40 crore from ₹2,307.24 crore. Cash and cash equivalents decreased to ₹163.33 crore from ₹193.33 crore in the previous year.

The trading window for designated persons and their immediate relatives will open from May 31, 2026, in compliance with SEBI (Prohibition of Insider Trading) Regulations, 2015. The company confirmed it is not a Large Corporate as per the framework specified in the relevant SEBI circulars.

Financial Performance for FY26

Segment Revenue for Q4FY26