Jindal Poly Films Limited – Q1 FY26 Results Summary
Announcement Date: August 14, 2025

Key Financial Metrics (Standalone):

  • Revenue from operations: Rs. 16,981 lakhs (down 2.3% QoQ; up 26.4% YoY)
  • Total income: Rs. 34,450 lakhs (up 72.5% QoQ; up 21.2% YoY) driven by higher other income
  • Net profit: Rs. 9,260 lakhs (up from Rs. 393 lakhs in Q4 FY25; down 53% YoY)
  • Basic & diluted EPS: Rs. 21.15 (Q4 FY25: Rs. 0.90; Q1 FY25: Rs. 44.99)
  • EBITDA and margin not explicitly stated

Key Financial Metrics (Consolidated):

  • Revenue from operations: Rs. 1,08,341 lakhs (down 23.7% QoQ; down 12.1% YoY)
  • Total income: Rs. 1,23,940 lakhs (down 11.8% QoQ; down 10% YoY)
  • Net profit (total): Rs. 3,651 lakhs (improved from loss of Rs. 17,901 lakhs in Q4 FY25; down 78.3% YoY)
  • EPS not disclosed
  • Auditor’s opinion qualified due to pending loss assessment from fire damage at subsidiary plant

Balance Sheet / Other Financial Items:

  • Significant foreign exchange losses included in other expenses: Rs. 2,685 lakhs standalone; Rs. 4,847 lakhs consolidated
  • No explicit capex or new project spend disclosed
  • Acquisition of 48.84% stake in Enerlite Solar Films India Limited completed, effective May 1, 2025, now a subsidiary

Management Commentary & Key Developments:

  • Exceptional recovery of Rs. 13,651 lakhs from advance given to Jindal India Power Limited (previously written off) recognized in Q1 FY26 standalone results
  • Fire incident at subsidiary’s Nashik plant on May 21, 2025, causing damage and temporary suspension; loss assessment ongoing, impacting auditor’s consolidated opinion
  • Inventory devaluation and impairment provisions recognized in FY25 impacting consolidated results
  • No changes in accounting policies reported

Segment Performance (Consolidated):

  • Packaging Films: Revenue Rs. 84,346 lakhs (down QoQ), segment profit Rs. 1,969 lakhs (up QoQ)
  • Nonwoven Fabrics: Revenue Rs. 16,981 lakhs (down QoQ), segment loss Rs. 1,952 lakhs (down from profit in prior quarter)
  • Others (including Self Adhesive Labels): Stable revenue and profit contribution

Outlook:

  • No explicit guidance or outlook provided in this announcement.