Kokuyo Camlin , a leading stationery and art materials manufacturer, has reported a significant turnaround in its financial performance for the second quarter. The company's latest financial results showcase a remarkable shift from loss to profit, accompanied by a slight increase in revenue.

Financial Highlights

Kokuyo Camlin has successfully reversed its financial trajectory, posting a net profit of ₹78.60 million in Q2 FY2025-26, compared to a loss of ₹106.00 million in the same period last year. This represents a significant improvement in the company's bottom line.

The company's revenue for the quarter reached ₹1.74 billion, showing a modest growth of 2.35% from ₹1.70 billion in the corresponding quarter of the previous year. This increase, albeit small, indicates a positive trend in the company's top-line performance.

Detailed Financial Performance

According to the unaudited financial results approved by the Board of Directors:

• Total revenue from operations for Q2 FY2025-26 stood at ₹1,743.80 million, compared to ₹1,725.20 million in Q2 FY2024-25.
• The company reported a profit before tax of ₹1,057.49 million for the quarter, a substantial improvement from a loss of ₹1,408.34 million in the same quarter last year.
• Earnings per share (EPS) for the quarter was ₹0.78, compared to a negative EPS of ₹1.06 in Q2 FY2024-25.

Market Response

The financial results were announced after market hours on November 4, 2025. Investors and market analysts will likely closely monitor the market's response to these results in the coming trading sessions.

Conclusion

Kokuyo Camlin's Q2 FY2025-26 results demonstrate a significant improvement in profitability, despite only a modest increase in revenue. This performance indicates the company's ability to enhance operational efficiency and manage costs effectively. As the company continues to navigate the competitive stationery and art materials market, stakeholders will be watching closely to see if this positive trend can be sustained in the coming quarters.

Note: All financial figures are based on the unaudited results for the quarter ended September 30, 2025, as reported by the company.

Kokuyo Camlin Limited , a leading manufacturer of art materials and stationery products, has initiated a postal ballot to seek shareholder approval for the appointment of Mr. Takashi Itoguchi as Executive Director. The company, known for its consumer products in the art and stationery sector, is looking to bring Mr. Itoguchi on board for a three-year term starting August 8, 2025.

Key Details of the Appointment

• Candidate: Mr. Takashi Itoguchi (DIN: 08520967)
• Proposed Position: Executive Director
• Term: 3 years (August 8, 2025 to August 7, 2028)
• Age: 50 years
• Educational Background: Law graduate from Doshisha University

Professional Experience

Mr. Itoguchi brings a wealth of experience to Kokuyo Camlin:

• Joined Kokuyo in 1998
• Over 27 years of experience in business analysis and budgeting
• Played a crucial role in Kokuyo's entry into the Indian market through the acquisition of Camlin Ltd.
• More than a decade of experience in the Indian market

Proposed Remuneration

The company has outlined the following remuneration package for Mr. Itoguchi:

• Monthly Salary: ₹2,26,000
• House Rent Allowance: ₹92,217 per month
• Rent-free Furnished Accommodation: Up to ₹2,00,000 monthly
• Additional Benefits: Leave travel allowance, car with driver, group insurance, and other perquisites as per company rules

Voting Process

Kokuyo Camlin has set up the following voting process for shareholders:

• E-voting Period: September 17 to October 16, 2025
• Result Announcement: By October 18, 2025
• Voting Eligibility: Shareholders on record as of September 12, 2025

Company Performance

For the financial year 2024-25, Kokuyo Camlin reported:

The company faced challenges during the year, including cautious consumer sentiment and inventory discrepancies at one of its manufacturing facilities, which impacted its bottom line.

Future Outlook

Kokuyo Camlin is focusing on strengthening its performance in the coming years through:

• Innovation
• Market expansion
• Digital transformation
• Operational excellence

The appointment of Mr. Takashi Itoguchi is seen as a strategic move to leverage his extensive experience in the Indian market and his expertise in business analysis and budgeting.

Shareholders are encouraged to participate in the e-voting process to make their decision on this significant appointment that could shape the company's future direction.