Nilkamal Reports Strong Q2 FY26 Results with 18% Revenue Growth and Positive Retail EBIT
Nilkamal Limited announced robust Q2 FY26 financial results, with standalone revenue growing 18% to ₹948 crores and PAT increasing to ₹33 crores. Consolidated PAT was ₹34 crores. Key segments showed strong growth, and the Retail & E-commerce segment achieved positive EBIT.
The announcement details the company's quarterly financial performance, which is a critical indicator for investors. The strong revenue and profit growth, coupled with positive segment performance and improved profitability in the retail sector, are significant developments expected to have a high impact on investor sentiment and the company's valuation.
The company reported strong growth in standalone revenue (18%) and PAT (from ₹28 crores to ₹33 crores), along with an increase in consolidated PAT. Key segments like B2B, Material Handling, Mattress & Foam, Bubbleguard, and Retail & E-commerce all showed significant positive growth, with the Retail & E-commerce segment turning profitable EBIT.
Nilkamal Limited has announced its unaudited standalone and consolidated financial results for the second quarter and half year ended September 30, 2025. * The company's standalone revenue for Q2 FY26 stood at ₹948 crores, marking an 18% growth compared to ₹802 crores in Q2 FY25. * Standalone Profit Before Tax (PBT) for the quarter was ₹43 crores, up from ₹37 crores in Q2 FY25, and Profit After Tax (PAT) was ₹33 crores, compared to ₹28 crores in the same period last year. * Consolidated PBT for Q2 FY26 was ₹45 crores, and PAT was ₹34 crores. * EBIDTA increased by 16% to ₹88 crores in Q2 FY26 from ₹76 crores in Q2 FY25. * Basic Earnings Per Share (EPS) for the quarter rose to ₹22 from ₹19. * Segment-wise performance showed: * The Business to Business (B2B) segment grew by 18% in value and 13% in volume terms, with Material Handling business growing by 20%. * The Mattress and Foam Business saw significant growth of 65%. * The Bubbleguard business grew by 23%. * The Retail & E-commerce segment recorded a turnover of ₹110 crores, a 21% growth from ₹91 crores in Q2 FY25, achieving a positive EBIT of ₹1.40 crores. * E-commerce business specifically grew by 23% to ₹52.44 crores. * During the quarter, the company closed 3 stores and opened 13 new stores, bringing the total to 96 operational stores with a carpet area exceeding 6.75 lakh square feet. * Capex spend for Q2 FY26 was ₹42 crores, and the total Capex for H1 FY26 was ₹78 crores. * Net Borrowings as of September 30, 2025, increased to ₹376 crores from ₹305 crores as of September 30, 2024. The Board of Directors approved these financial results in their meeting held on November 6, 2025.
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Nilkamal Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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