Arex Industries Limited , a manufacturer of textile labels, has reported a significant turnaround in its financial performance for the second quarter of fiscal year 2026. The company's unaudited financial results, approved by the Board of Directors on November 12, 2025, reveal a remarkable improvement in profitability and operational efficiency.

Financial Highlights

Arex Industries has demonstrated a strong financial performance in Q2 FY26, with revenue from operations increasing to Rs 1,300.70 crore, up 5.45% from Rs 1,233.52 crore in the same quarter last year. The company's net profit saw a substantial jump of 305.36%, reaching Rs 100.04 crore compared to Rs 56.96 crore in Q2 FY25.

Half-Yearly Performance

For the half-year period ended September 30, 2025, Arex Industries posted a profit of Rs 124.73 crore, a significant improvement from the loss of Rs 139.93 crore reported in the corresponding period of the previous year.

Operational Efficiency

The company's operational efficiency has shown marked improvement. The cost of materials consumed decreased to Rs 661.07 crore for the half-year, down from Rs 736.69 crore in the same period last year, indicating better cost management.

Balance Sheet Strength

As of September 30, 2025, Arex Industries' balance sheet reflects a strong financial position:

The company's equity position has strengthened, with total equity increasing to Rs 2,692.08 crore as of September 30, 2025, up from Rs 2,567.34 crore at the end of the previous fiscal year.

Cash Flow Management

Arex Industries has shown improvement in its cash flow management:

• Net cash flow from operating activities for the half-year stood at Rs 397.25 crore.
• The company has reduced its short-term borrowings from Rs 708.80 crore to Rs 542.76 crore, indicating better working capital management.

Outlook

The significant improvement in profitability and operational metrics suggests a positive trajectory for Arex Industries. The management's focus on cost control and operational efficiency appears to be yielding results.

Investors and stakeholders may view these results as indicative of the company's resilience and ability to navigate challenging market conditions. However, it's important to note that future performance may be subject to various internal and external factors affecting the textile industry.

The unaudited financial results have been subject to a limited review by the statutory auditors, as per regulatory requirements. Stakeholders are advised to consider these results in conjunction with more detailed financial reports and industry trends for a comprehensive understanding of the company's position.

Arex Industries , a textile label manufacturer, has announced its financial results for the first quarter, along with several key corporate decisions made during its recent board meeting.

Financial Performance

The company reported a revenue from operations of Rs. 1,126.73 lakhs for Q1, with a net profit of Rs. 24.69 lakhs. The basic earnings per share stood at Rs. 0.69 for the quarter.

Management Reappointments

The Board of Directors has approved the reappointment of three Managing Directors, subject to shareholder approval:

1. Mr. Dinesh Apparao Bilgi
2. Mr. Neel Dinesh Bilgi
3. Mr. Chirag Dinesh Bilgi

Each director's term is set from August 1, 2026, to July 31, 2029. These reappointments reflect the company's commitment to maintaining leadership continuity.

Business Expansion

In a strategic move to diversify its operations, Arex Industries has approved amendments to its Memorandum of Association. The company plans to expand its business activities into the packaging materials sector, including:

• Aluminium foils coating, lamination, and printing
• Cardboard packing
• Plastic packing
• Polythene packing
• Various packaging solutions

This expansion aims to broaden the company's product portfolio and potentially open up new revenue streams.

Annual General Meeting and Book Closure

The 36th Annual General Meeting (AGM) of Arex Industries is scheduled for September 29, 2025, and will be conducted via video conferencing. The company has set the book closure dates from September 23 to September 29, 2025 (both days inclusive).

E-voting Details

For the upcoming AGM, the company has provided the following e-voting schedule:

• Cut-off Date: September 22, 2025
• E-voting Commencement: September 26, 2025, at 9:00 a.m. (IST)
• E-voting Conclusion: September 28, 2025, at 5:00 p.m. (IST)

Arex Industries continues to adapt to changing market dynamics with its expansion plans while maintaining its core business in textile labels. The company's focus on governance and shareholder engagement is evident in its detailed AGM and e-voting arrangements.