DISA India Limited (500068) Q2 25/26 earnings summary

Executive summary

• Consolidated revenue from operations for Q2 FY26 was Rs 1,037.0 million, up from Rs 867.4 million in Q2 FY25, with total income at Rs 1,071.2 million for the quarter and Rs 2,129.7 million for H1 FY26.

• Profit after tax for Q2 FY26 stood at Rs 122.0 million, compared to Rs 124.9 million in Q2 FY25; H1 FY26 profit after tax was Rs 252.4 million, down from Rs 276.8 million in H1 FY25.

• The group operates in a single segment: manufacturing and selling of foundry machinery and machinery parts.

Financial highlights

• Gross margin remained stable with cost of materials consumed at Rs 613.0 million for Q2 FY26, similar to Q2 FY25.

• Earnings per share (EPS) for Q2 FY26 was Rs 83.90, compared to Rs 85.88 in Q2 FY25; H1 FY26 EPS was Rs 173.57, down from Rs 190.34 in H1 FY25.

• Total comprehensive income for Q2 FY26 was Rs 120.5 million, compared to Rs 123.9 million in Q2 FY25.

• Consolidated total assets as of September 30, 2025, were Rs 4,430.9 million, up from Rs 4,366.3 million as of March 31, 2025.

Outlook and guidance

• Order backlog as of September 30, 2025, was Rs 3,074 million, indicating a healthy pipeline for future revenue.