TARSONS
1 call
Concalls & earnings callsTarsons Products Limited
Every summarised call, newest first. Latest is Q1 FY27, held 11 Aug 2026.
Latest quarter
Q1 FY27 snapshot
Open full brief →Tarsons delivered strong 21% revenue growth in Q1 FY27, driven by domestic recovery and export rebound, but profitability was pressured by sharply higher raw material costs and new facility ramp-up expenses.
| Metric | This quarter | Change | Five-quarter trend |
|---|---|---|---|
| Consolidated Revenue | ₹110 Cr | 21% Y-o-Y | |
| Standalone Revenue | ₹86.1 Cr | 21% Y-o-Y | |
| Domestic Sales Growth | 17% | 17% Y-o-Y | |
| Export Growth | 29% | 29% Y-o-Y |
Latest guidance
- Expect FY27 revenue growth of around 15%.
- Profit to remain relatively moderate in FY27 due to higher depreciation and interest costs from new CAPEX.
- Panchla and Amta facilities expected to contribute 20-25% of standalone revenues in FY28.
- New product portfolio (including cell culture) expected to contribute INR 65-70 crores in FY28.
- Annual maintenance CAPEX not expected to exceed INR 20-25 crores.
- Depreciation for FY27 expected to be INR 105-110 crores, the peak year.
- Net debt reduction target of ~INR 40 crores for FY27.
- Gross margins for FY27 could remain similar to Q1 levels, subject to volatile raw material prices.
Said on the Q1 FY27 call.
Filed results
Reported quarterly history
From filed quarterly results. YoY and QoQ compare each metric on the same accounting basis.
| Quarter | Revenue | Net profit (PAT) | Basic EPS |
|---|---|---|---|
| Q3 FY25 | ₹95.68 Cr+54.8% YoY-3.6% QoQ | ₹5.26 Cr-47% YoY-48.9% QoQ | ₹0.99-47.1% YoY-48.7% QoQ |
| Q2 FY25 | ₹99.25 Cr— YoY+17% QoQ | ₹10.29 Cr— YoY+156% QoQ | ₹1.93— YoY+157.3% QoQ |
| Q1 FY25 | ₹84.80 Cr— YoY-19.8% QoQ | ₹4.02 Cr— YoY-61% QoQ | ₹0.75— YoY-61.3% QoQ |
| Q4 FY24 | ₹105.72 Cr— YoY+71.1% QoQ | ₹10.32 Cr— YoY+3.9% QoQ | ₹1.94— YoY+3.7% QoQ |
| Q3 FY24 | ₹61.79 Cr— YoY— QoQ | ₹9.93 Cr— YoY— QoQ | ₹1.87— YoY— QoQ |
Call history
- Q1 FY27Cautious tone
Tarsons delivered strong 21% revenue growth in Q1 FY27, driven by domestic recovery and export rebound, but profitability was pressured by sharply higher raw material costs and new facility ramp-up expenses.
- Consolidated Revenue
- ₹110 Cr21% Y-o-Y
- Standalone Revenue
- ₹86.1 Cr21% Y-o-Y