Yajur Fibres FY26 profit falls 35% to ₹75.24 crore

Yajur Fibres Limited reported a 35.4% decline in net profit to ₹75.24 crore for the financial year ended March 31, 2026, down from ₹116.43 crore in the previous year. Revenue from operations decreased by 11.3% to ₹1,009.72 crore compared to ₹1,138.59 crore in FY25. The operational and financial performance was impacted by adverse global market conditions, supply chain disruptions, and weak demand in the textile industry. The company's board approved the audited standalone and consolidated financial results at a meeting held on May 25, 2026.

The statutory auditors, M/s. R Kothari & Co LLP, issued an unmodified opinion on the financial results. The company recognized a gratuity liability of ₹1.27 crore in the current year following the implementation of the New Labour Codes effective from November 21, 2025.

Financial Performance

Total income for the year stood at ₹1,022.85 crore, a decrease from ₹1,148.65 crore in the previous year. Total expenses reduced to ₹920.99 crore from ₹997.28 crore. The basic earnings per share (EPS) for the year dropped to ₹4.36 from ₹7.39 in the prior year.

Particulars	Year Ended March 31, 2026 (₹ in Lakhs)	Year Ended March 31, 2025 (₹ in Lakhs)
Revenue from Operations	10,097.15	11,385.90
Total Income	10,228.46	11,486.52
Total Expenses	9,209.90	9,972.79
Profit Before Tax	1,018.56	1,513.74
Net Profit	752.36	1,164.28

Capital and IPO Utilization

The paid-up equity share capital increased to ₹226.83 crore from ₹157.63 crore. The company raised ₹120.41 crore through its Initial Public Offering (IPO). As of March 31, 2026, ₹64.23 crore had been utilized, leaving ₹56.17 crore unutilized. The unutilized amount is invested in fixed deposits (₹56.10 crore) and held in current bank accounts (₹0.07 crore).

Consolidated Results

On a consolidated basis, the company reported a net profit of ₹75.21 crore for FY26, down from ₹116.76 crore in the previous year. Consolidated revenue from operations stood at ₹1,010.43 crore. The auditors noted that the financial results of subsidiary Yashoda Linen Yarn Limited were audited by another auditor. The consolidated operating margin was recorded at 15%. The company reduced consolidated borrowings by ₹20 crore, a 30% decline, while total assets grew by 64% to approximately ₹232 crore.

Management Commentary and Outlook

Management attributed the performance to US-centric trade tariffs since November 2025 and geopolitical tensions disrupting supply chains since February 2026. To prioritize the commissioning of the high-tech Ujjain manufacturing unit, the Board ceased all trading operations at subsidiary Yashoda Linen Yarn Limited, resulting in a planned reduction of approximately ₹27 crore in trading revenue.

The state-of-the-art facility at Vikram Udyogpuri (DMIC), Ujjain, is scheduled for completion by FY2027. Additionally, the installation of additional production capacity at the existing facility in Uluberia, West Bengal, is progressing and expected to be completed by December 2026, adding up to 4 tons per day of capacity. Management expects a recovery driven by macro stabilization, production ramp-up, and sustained domestic demand.

1 Day	5 Days	1 Month	6 Months	1 Year	5 Years
-1.26%	-6.57%	-23.78%	-70.43%	-70.43%	-70.43%

Yajur Fibres Limited has informed BSE Limited of a Board of Directors meeting scheduled for Monday, May 25, 2026. The notice has been issued pursuant to Regulation 29(1)(a) of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, and its amendments. The communication was signed by Pradip Debnath, Whole-Time Director, and dated May 18, 2026.

Agenda for the Board Meeting

The board meeting has been convened to address key financial matters for the recently concluded fiscal year. The following items are on the agenda:

Agenda Item:	Details
Item 1:	Consider and adopt the Audited Standalone Accounts for the half year and Financial Year ended March 31, 2026
Item 2:	Consider and adopt the Audited Consolidated Accounts for the half year and Financial Year ended March 31, 2026
Item 3:	Any other matter with the permission of the Chair

Trading Window Closure

In continuation of the company's earlier communication dated March 24, 2026, Yajur Fibres has reiterated that the trading window for dealing in the securities of the company shall remain closed in accordance with the Company's Code of Conduct for Regulating, Monitoring and Reporting of Trading by Insiders. The trading window will continue to remain closed until the end of 48 hours after the announcement of the financial results for the half year and Financial Year ended March 31, 2026, to the stock exchanges.

Company Details

The key details pertaining to the company and the regulatory filing are as follows:

Parameter:	Details
Registered Office:	5, Middleton Street, Kolkata-700071
Mills Location:	P.O.-Phuleshwar, P.S.-Uluberia, Dist.: Howrah-711316, West Bengal
CIN:	L17100WB1980PLC032918
Board Meeting Date:	Monday, May 25, 2026
Regulatory Provision:	Regulation 29(1)(a) of SEBI (LODR) Regulations, 2015
Signatory:	Pradip Debnath, Whole-Time Director (DIN: 06729238)

The filing was submitted to the Listing Department of BSE Limited, P.J. Towers, Dalal Street, Mumbai-400 001, and the company has requested the exchange to take the information on record and disseminate it accordingly.