Tarsons Products has released the transcript of its earnings conference call held on May 25, 2026, detailing its financial performance for the quarter and financial year ended March 31, 2026. The company achieved its highest-ever quarterly revenue in Q4FY26, driven by strong domestic growth, although profitability was impacted by rising raw material costs and increased depreciation from recent capacity expansion. The disclosure was made pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Annual Financial Performance

For the financial year ended March 31, 2026, the company reported a consolidated net profit of ₹143.22 million, a decrease from ₹297.70 million in the previous year. Revenue from operations for the year rose to ₹4,225.13 million from ₹3,924.14 million in FY25. Total income for the year stood at ₹4,466.85 million, while total expenses increased to ₹4,236.59 million from ₹3,635.73 million in the prior year.

The following table summarizes the consolidated financial performance for the full year:

Q4 Performance

In the quarter ended March 31, 2026, Tarsons Products reported a notable contraction in profitability metrics on a year-on-year basis. The quarterly EBITDA stood at ₹341 million, compared to ₹369 million in the corresponding quarter of the previous year. The EBITDA margin for the quarter came in at 28.21%, down from 32.77% in the same period last year, reflecting increased cost pressures during the period. Net profit for the quarter fell to ₹42 million from ₹102 million, while revenue from operations rose to ₹1.21 billion from ₹1.13 billion on a year-on-year basis.

The following table presents the Q4 consolidated performance highlights:

Operational and Other Details

The company recorded an exceptional item regarding the statutory impact of new labour codes amounting to ₹11.27 million for the year. The Statutory Auditors, M/s. Price Waterhouse Chartered Accountants LLP, issued an unmodified opinion on the audited financial results. The board also noted that the trading window for designated persons will remain closed until 48 hours after the declaration of the financial results.

Management highlighted that the domestic business delivered strong growth of 11.7% year-on-year in Q4FY26, while exports declined by 13.4% due to geopolitical tensions and supply chain disruptions. The company expects its entire capex program to be fully commissioned during the first half of the current financial year, with depreciation projected to peak between ₹105 crore and ₹110 crore in FY27.

Source: https://lodr-files.dhan.co/lodr-inputs/Company/INE144Z01023/1b60c534cb1e4233.pdf

Tarsons Products Limited has released its audited financial results for the quarter and financial year ended March 31, 2026. The company reported a consolidated revenue of ₹423 crores for FY26, reflecting an 8% growth compared to the previous year. The domestic business demonstrated healthy growth, while exports faced challenges due to geopolitical situations affecting transit times and container availability in the Middle East during Q4FY26.

Financial Highlights

The company’s operational performance remained resilient during the fiscal year. Margins in Q4FY26 were impacted by increased raw material prices and expenses related to new facilities. Additionally, Profit After Tax (PAT) was affected by higher depreciation and finance costs associated with the capitalization of new facilities at Panchla and Amta, with revenues from these facilities expected to commence from FY27.

Adjusted Cash PAT for FY26 stood at ₹112 crores, representing a strong 21% year-on-year growth. The company noted that PAT for FY26 was adjusted for a one-time expense of ₹1.3 crores pertaining to the impact of New Labour Codes effective November 21, 2025.

Operational and Strategic Outlook

Management commentary highlighted that the Panchla and Amta facilities have started commercial supplies, with full commissioning expected by H1FY27. The company believes these new capacities and an expanded product portfolio will accelerate growth by onboarding new customers and scaling the export business.

Tarsons remains committed to investing through the current down cycle to strengthen capacities. The company continues to focus on expanding its manufacturing footprint and enhancing its product range in the cell culture and robotic handled consumables segments. The investor presentation has been uploaded to the company’s official website.