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Tarsons Products Limited Q3 FY26 earnings call summary

NSE: TARSONS · BSE: 543399

Earnings call of 6 Feb 2026, summarised by AI from the filing.

Tarsons Q3 FY26 standalone revenue ₹84 cr (+10.3% Y-o-Y), optimistic about stronger revenue growth in FY27 and beyond.

Key takeaways

  1. Guidance Optimistic about stronger revenue growth in FY27 and beyond; PAT margin to return to normalized level once Panchla fully commissioned.
  2. Change Bioprocess side of Panchla commissioned; products selling in India and international markets; majority capacity unutilized.
  3. Driver Demand picking up with increased order inflows; operating at near full capacity in existing plants.
  4. Risk Domestic competition intensity increasing with aggressive pricing strategies keeping pricing under pressure.

Original filing on BSE

Tarsons Products Limited Q1 FY27 results

As filed: Revenue ₹110 cr (+21% year on year), EBITDA ₹26.0 cr (+4% year on year), PAT −₹1.4 cr (−172% year on year), EBITDA margin 23.6% (−390 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹121 cr (+7% year on year), EBITDA ₹34.3 cr (−7% year on year), PAT ₹4.2 cr (−58% year on year), EBITDA margin 28.3% (−440 bps). Score 17 of 100, Below trend. Revenue growth was below the company's own trend; EBITDA and profit growth were well below it. EBITDA margin fell 440 bps year on year. Other income 115% of PBT. Profit fell 17% from last quarter. Share price after the results: +20.1% in 28 days (Nifty 500: +2.2%).
  • Q3 FY26: Revenue ₹108 cr (+12% year on year), EBITDA ₹31.5 cr (+9% year on year), PAT ₹5.0 cr (+11% year on year), EBITDA margin 29.2% (−98 bps). Score 37 of 100, Below trend. Revenue growth was in line with the company's own trend; EBITDA growth was below it; profit before exceptional items growth was above it. EBITDA margin fell 98 bps year on year. Other income 112% of PBT. Share price after the results: −8.1% in 28 days (Nifty 500: −4.0%).
  • Q2 FY26: Revenue ₹102 cr (+3% year on year), EBITDA ₹27.0 cr (+4% year on year), PAT ₹3.0 cr (−70% year on year), EBITDA margin 26.5% (+21 bps). Score 21 of 100, Below trend. EBITDA margin rose 21 bps year on year. Other income 100% of PBT. Not enough history for a trend yet: scored on growth alone. Share price after the results: −14.7% in 30 days (Nifty 500: +0.2%).
  • Q1 FY26: Revenue ₹91.0 cr (+7% year on year), EBITDA ₹25.0 cr (+39% year on year), PAT ₹2.0 cr (−50% year on year), EBITDA margin 27.5% (+630 bps). Score 42 of 100, In line with trend. EBITDA margin rose 630 bps year on year. Other income 100% of PBT. Not enough history for a trend yet: scored on growth alone. Revenue fell 19% from last quarter. Share price after the results: −15.6% in 30 days (Nifty 500: +2.1%).
  • Q4 FY25: Revenue ₹113 cr (+7% year on year), EBITDA ₹37.0 cr (+23% year on year), PAT ₹10.0 cr (0% year on year), EBITDA margin 32.7% (+444 bps). Score 53 of 100, In line with trend. EBITDA margin rose 444 bps year on year. Not enough history for a trend yet: scored on growth alone. Share price after the results: −10.6% in 30 days (Nifty 500: +3.5%).
  • Q3 FY25: Revenue ₹96.0 cr (+55% year on year), EBITDA ₹29.0 cr (+21% year on year), PAT ₹5.0 cr (−50% year on year), EBITDA margin 30.2% (−850 bps). Score 47 of 100, In line with trend. EBITDA margin fell 850 bps year on year. Tax rate 38%. Not enough history for a trend yet: scored on growth alone. Revenue fell 3% from last quarter.
  • Q2 FY25: Revenue ₹80.0 cr (+21% year on year), EBITDA ₹24.0 cr (−4% year on year), PAT ₹13.0 cr (0% year on year), EBITDA margin 30.0% (−788 bps). Score 31 of 100, Below trend. EBITDA margin fell 788 bps year on year. Other income 61% of PBT. Not enough history for a trend yet: scored on growth alone.

Past price moves after results do not indicate future moves. Not a recommendation.

Tarsons Products Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.