Results     14-Nov-25
Analysis
Garware Hi Tech Films
Tariff impacted performance
Net sales (including other operating income) of Garware Hi Tech Films has declined 8.20% to Rs 569.69 crore impacted by high base and tariff impact. However, it was up 15.1% QoQ, supported by improved product mix (higher SCF sales).  

Operating profit margin has declined from 22.05% to 20.97%, leading to 12.71% decline in operating profit to Rs 119.44 crore.  Raw material cost as a % of total sales (net of stock adjustments) decreased from 47.40% to 45.35%.   Employee cost increased from 7.25% to 8.56%.   Other expenses rose from 22.37% to 24.30%.   Power and Oil fuel cost rose from 5.86% to 6.17%.  

Other income rose 1.54% to Rs 13.86 crore.  PBIDT fell 11.42% to Rs 133.3 crore.  Provision for interest fell 2.78% to Rs 2.1 crore.  Loan funds rose to Rs 18.41 crore as of 30 September 2025 from Rs 13.80 crore as of 30 September 2024.  Inventories rose to Rs 319.62 crore as of 30 September 2025 from Rs 303.76 crore as of 30 September 2024.  Sundry debtors were higher at Rs 36.37 crore as of 30 September 2025 compared to Rs 33.44 crore as of 30 September 2024.  Cash and bank balance declined from Rs 137.12 crore as of 30 September 2024 to Rs 109.95 crore as of 30 September 2025.  Investments rose to Rs 684.65 crore as of 30 September 2025 from Rs 524.56 crore as of 30 September 2024 . 

PBDT fell 11.54% to Rs 131.2 crore.  Provision for depreciation rose 5.98% to Rs 10.81 crore.  Fixed assets increased to Rs 1,550.66 crore as of 30 September 2025 from Rs 1,455.16 crore as of 30 September 2024.  Intangible assets increased from Rs 0.87 crore to Rs 2.21 crore. 

Profit before tax down 12.84% to Rs 120.39 crore.  Share of profit/loss were nil in both the periods.  Provision for tax was expense of Rs 29.16 crore, compared to Rs 33.86 crore.  Effective tax rate was 24.22% compared to 24.51%.

Minority interest was nil in both the periods.  Net profit attributable to owners of the company decreased 12.50% to Rs 91.23 crore. 

Equity capital stood at Rs 23.23 crore as of 30 September 2025 to Rs 23.23 crore as of 30 September 2024.  Per share face Value remained same at Rs 10.00. 

Promoters’ stake was 60.72% as of 30 September 2025 ,compared to 60.72% as of 30 September 2024.

Commenting on the results, Dr S. B. Garware, Chairman and Managing Director, Garware Hi-Tech Films Limited said: “As global trade dynamics evolve amid tariff changes and geopolitical shifts, the Company remains focused on sustainable growth and long-term value creation. Our strategic vision is centered on building a future-ready, innovation-driven enterprise that adapts to global transitions while capturing emerging opportunities.”  

Ms. Monika Garware, Vice Chairperson and Joint Managing Director, Garware Hi-Tech Films Limited added, “The Company delivered a strong performance during the quarter, demonstrating solid fundamentals and efficient operations amid tariff uncertainties, geopolitical developments, and variable climate conditions. Despite these challenges, our performance remained stable, highlighting the agility of our operations and the strength of our market position. Our focus remains on maintaining market share across key segments while enhancing efficiency and cost competitiveness. The commercialisation of the new PPF production line will support the Company’s next phase of growth and value creation. As FY26 unfolds in a complex global trade environment, we continue to take proactive steps to manage risks, optimise resources, and sustain growth.” 

For year-to-date (YTD) results analysis

Net sales (including other operating income) of Garware Hi Tech Films has declined 2.77% to Rs 1064.68 crore. 

Operating profit margin has declined from 23.33% to 21.51%, leading to 10.36% decline in operating profit to Rs 229.01 crore.  Raw material cost as a % of total sales (net of stock adjustments) decreased from 45.99% to 45.39%.   Employee cost increased from 7.54% to 8.85%.   Other expenses rose from 23.50% to 24.50%.   Power and Oil fuel cost fell from 6.31% to 6.02%.  

Other income rose 9.05% to Rs 27.24 crore.  PBIDT fell 8.63% to Rs 256.25 crore.  Provision for interest fell 0.95% to Rs 4.15 crore.  Loan funds rose to Rs 18.41 crore as of 30 September 2025 from Rs 13.80 crore as of 30 September 2024.  Inventories rose to Rs 319.62 crore as of 30 September 2025 from Rs 303.76 crore as of 30 September 2024.  Sundry debtors were higher at Rs 36.37 crore as of 30 September 2025 compared to Rs 33.44 crore as of 30 September 2024.  Cash and bank balance declined from Rs 137.12 crore as of 30 September 2024 to Rs 109.95 crore as of 30 September 2025.  Investments rose to Rs 684.65 crore as of 30 September 2025 from Rs 524.56 crore as of 30 September 2024 . 

PBDT fell 8.75% to Rs 252.1 crore.  Provision for depreciation rose 3.69% to Rs 21.38 crore.  Fixed assets increased to Rs 1,550.66 crore as of 30 September 2025 from Rs 1,455.16 crore as of 30 September 2024.  Intangible assets increased from Rs 0.87 crore to Rs 2.21 crore. 

Profit before tax down 9.75% to Rs 230.72 crore.  Share of profit/loss were nil in both the periods.  Provision for tax was expense of Rs 56.47 crore, compared to Rs 63.03 crore.  Effective tax rate was 24.48% compared to 24.66%.

Minority interest was nil in both the periods.  Net profit attributable to owners of the company decreased 9.53% to Rs 174.25 crore. 

Equity capital stood at Rs 23.23 crore as of 30 September 2025 to Rs 23.23 crore as of 30 September 2024.  Per share face Value remained same at Rs 10.00. 

Promoters’ stake was 60.72% as of 30 September 2025 ,compared to 60.72% as of 30 September 2024 . 

The scrip is currently trading at Rs 3586

Garware Hi Tech Films : Consolidated Results

Particulars

2509 (03)

2409 (03)

Var.(%)

2509 (06)

2409 (06)

Var.(%)

2503 (12)

2403 (12)

Var.(%)

Net Sales

569.69

620.58

-8

1,064.68

1,095.05

-3

2,109.36

1,677.02

26

OPM (%)

21.0

22.1

 

21.5

23.3

 

20.9

16.8

 

OP

119.44

136.83

-13

229.01

255.47

-10

441.09

281.99

56

Other Inc.

13.86

13.65

2

27.24

24.98

9

54.4

39.06

39

PBIDT

133.3

150.48

-11

256.25

280.45

-9

495.49

321.05

54

Interest

2.1

2.16

-3

4.15

4.19

-1

8.78

11.78

-25

PBDT

131.2

148.32

-12

252.1

276.26

-9

486.71

309.27

57

Depreciation

10.81

10.2

6

21.38

20.62

4

41.23

39.02

6

PBT

120.39

138.12

-13

230.72

255.64

-10

445.48

270.25

65

Share of Profit/(Loss) from Associates

0

0

-

0

0

-

0

0

-

PBT before EO

120.39

138.12

-13

230.72

255.64

-10

445.48

270.25

65

EO Income

0

0

-

0

0

-

0

0

-

PBT after EO

120.39

138.12

-13

230.72

255.64

-10

445.48

270.25

65

Taxation

29.16

33.86

-14

56.47

63.03

-10

114.26

66.96

71

PAT

91.23

104.26

-13

174.25

192.61

-10

331.22

203.29

63

Minority Interest (MI)

0

0

-

0

0

-

0

0

-

Net profit

91.23

104.26

-13

174.25

192.61

-10

331.22

203.29

63

EPS (Rs)*

#

#

 

#

#

 

142.6

87.5

 

Notes

* EPS is on current equity of Rs 23.23 crore, Face value of Rs 10, Excluding extraordinary items.

# EPS is not annualised

bps : Basis points

EO : Extraordinary items

Figures in Rs crore

Source: Capitaline Corporate Database




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