Rajapalayam Mills Q4 EBITDA surges to ₹298M; FY26 consolidated profit at ₹11,436.13 lakh
Rajapalayam Mills reported Q4 EBITDA of ₹298M rupees versus ₹193M YoY, with margin improving to 11.10% from 8.70%, while Q4 consolidated net profit turned to ₹296M from a loss of ₹46M. For FY26, consolidated net profit surged to ₹11,436.13 lakh from ₹1,704.52 lakh, supported by ₹13,709.83 lakh in associate profits, with total consolidated income rising to ₹95,927.45 lakh.

*this image is generated using AI for illustrative purposes only.
Rajapalayam Mills Limited delivered a strong quarterly performance, with Q4 EBITDA rising to ₹298M rupees compared to ₹193M in the same period last year, reflecting a year-on-year improvement. The EBITDA margin expanded to 11.10% from 8.70% in the corresponding quarter, signalling improved operational efficiency. On a consolidated basis, the company reported a net profit of ₹296M rupees for Q4, reversing a loss of ₹46M in the year-ago period. Quarterly consolidated revenue also grew meaningfully, reaching ₹2.7B rupees versus ₹2.2B rupees in the prior-year quarter.
For the full financial year ended March 31, 2026, the company reported a consolidated net profit of ₹11,436.13 lakh, a significant turnaround from ₹1,704.52 lakh in the previous year. The improvement was largely driven by the share of net profit from associates, which amounted to ₹13,709.83 lakh for the year. The board of directors recommended a dividend of ₹0.50 per equity share of ₹10 each for FY26, subject to shareholder approval at the upcoming Annual General Meeting.
Standalone Financial Performance
The standalone financial results showed a net loss of ₹1,512.38 lakh for FY26, compared to a net loss of ₹5,020.47 lakh in the previous year, indicating a narrowing of losses. Total standalone income for the year rose to ₹96,688.76 lakh from ₹92,405.99 lakh in FY25. The standalone net loss for the quarter ended March 31, 2026, was ₹344.22 lakh, an improvement from a loss of ₹1,366.96 lakh in the corresponding quarter of the previous year.
Consolidated Performance
The consolidated results include the financial performance of associates such as The Ramco Cements Limited, Ramco Industries Limited, and Ramco Systems Limited. Total consolidated income for FY26 stood at ₹95,927.45 lakh, up from ₹91,538.75 lakh in the previous year. The profit before tax for the consolidated entity was ₹2,788.49 lakh for the year, a substantial improvement from the loss before tax of ₹7,535.62 lakh in FY25.
The following table summarises the key financial metrics for FY26:
| Metric: | Standalone FY26 (₹ in Lakhs) | Standalone FY25 (₹ in Lakhs) | Consolidated FY26 (₹ in Lakhs) | Consolidated FY25 (₹ in Lakhs) |
|---|---|---|---|---|
| Total Income: | 96,688.76 | 92,405.99 | 95,927.45 | 91,538.75 |
| Net Profit / (Loss): | (1,512.38) | (5,020.47) | 11,436.13 | 1,704.52 |
| Total Expenses: | 98,800.33 | 99,148.56 | 98,800.34 | 99,148.56 |
Q4 Highlights
The quarterly performance metrics underscore the company's improving trajectory. Key Q4 figures are presented below:
| Metric: | Q4 Current Year | Q4 Previous Year (YoY) |
|---|---|---|
| EBITDA: | ₹298M | ₹193M |
| EBITDA Margin: | 11.10% | 8.70% |
| Consolidated Net Profit / (Loss): | ₹296M | (₹46M) |
| Consolidated Revenue: | ₹2.7B | ₹2.2B |
Segment Results
The Textiles segment reported a profit before finance cost and tax of ₹2,970.25 lakh for FY26, recovering from a loss of ₹916.91 lakh in the previous year. The Wind Mills segment contributed a profit of ₹2,960.98 lakh. The total capital employed by the company stood at ₹41,675.91 lakh on a standalone basis and ₹2,42,778.54 lakh on a consolidated basis as of March 31, 2026.
Financial Position and Cash Flows
The company's standalone net worth decreased to ₹41,675.91 lakh as of March 31, 2026, from ₹43,057.19 lakh a year earlier. Borrowings, including current maturities of long-term borrowings, stood at ₹65,756.08 lakh in current liabilities and ₹48,391.06 lakh in non-current liabilities. Net cash generated from operating activities for the standalone entity was ₹6,551.73 lakh for FY26. The board has scheduled the 90th Annual General Meeting for August 28, 2026, via video conferencing. The statutory auditors issued an unmodified opinion on the standalone and consolidated annual financial results for the year ended March 31, 2026.
Historical Stock Returns for Rajapalayam Mills
| 1 Day | 5 Days | 1 Month | 6 Months | 1 Year | 5 Years |
|---|---|---|---|---|---|
| -1.31% | +6.29% | +3.95% | +1.27% | +1.27% | +1.27% |
Can the Textiles segment sustain its profitability recovery given the current demand environment?
How will the reliance on associate profits impact the company's standalone financial health moving forward?
What are the company's capital allocation priorities following the turnaround in consolidated net profit?


































