Consumer Defensive
Mukka Proteins Limited (mukka) Q1 FY27: Revenue Up 186.73% Yoy, PAT Surges 1072.52%
Mukka Proteins Limited (MUKKA) reports strong Q1 FY27 performance with revenue up 186.73% YoY and PAT surging 1072.52%.
Mukka Proteins Limited (MUKKA) announced its financial results for the quarter ended June 30, 2026, marking a significant milestone in its growth journey. The company reported consolidated revenue of ₹4,896.5 Mn, reflecting a robust 186.73% year-on-year increase. The profit after tax (PAT) surged to ₹186.3 Mn, up an impressive 1,072.52% year-on-year. This stellar performance was driven by strong domestic and export demand, improved realizations, and the company’s ability to capitalize on favorable market conditions amid global fish meal supply constraints.
Consolidated Financial Performance
The consolidated revenue for Q1 FY27 stood at ₹4,896.5 Mn, compared to ₹3,806.01 Mn in Q4 FY26 and ₹1,707.74 Mn in Q1 FY26. The EBITDA increased to ₹486.23 Mn, up 191.8% year-on-year, while the PAT stood at ₹186.34 Mn, compared to ₹213.59 Mn in Q4 FY26 and ₹15.89 Mn in Q1 FY26. The EBITDA margin improved to 9.93% against 12.92% in Q4 FY26 and 9.76% in Q1 FY26. The PAT margin expanded to 3.81% against 5.61% in Q4 FY26 and 0.93% in Q1 FY26.
Standalone Financial Performance
The standalone revenue for Q1 FY27 stood at ₹4,058.56 Mn, reflecting a strong 198.9% year-on-year increase. The EBITDA increased to ₹441.36 Mn, up 226.9% year-on-year, while the PAT rose to ₹194.07 Mn from ₹11.4 Mn in Q1 FY26. The EBITDA margin improved to 10.87% against 13.71% in Q4 FY26 and 9.94% in Q1 FY26. The PAT margin expanded to 4.78% against 6.04% in Q4 FY26 and 0.84% in Q1 FY26.
Mukka Proteins Limited’s growth was further bolstered by strategic investments and acquisitions. The board approved an investment of ₹6.49 Mn for a 25.98% stake in Swachha Eco Solutions Pvt. Ltd. (SESPL), strengthening the company’s presence in sustainable waste management solutions. The company also acquired a 51% stake in Delta Marine Products for ₹111 Mn, enhancing its fish meal and fish oil manufacturing capabilities.
Mr. Kalandan Mohammed Haris, CEO & MD, Mukka Proteins Limited, said, “Q1 FY27 marks a significant milestone in Mukka Proteins’ growth journey. We delivered consolidated revenue of ₹4896.5 Mn, representing a robust 186.7% year-on-year increase, driven by strong demand across domestic and export markets, improved product realizations, and higher sales volumes. Our EBITDA grew by 191.8% to ₹486.2 Mn, reflecting the benefits of operating leverage, efficient raw material sourcing, and disciplined cost management.
Looking ahead, we remain focused on capacity expansion, operational excellence, product innovation, and market diversification. Backed by a strong balance sheet, growing global demand, and our commitment to sustainable value creation, we are confident in sustaining our growth momentum and delivering long-term value to all stakeholders.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Mukka Proteins Limited
Mukka Proteins Limited belongs to the Consumer Defensive › Packaged Foods sector. Here’s a quick read on where the business and the stock stand today.
Mukka moves sideways over three months, with neither buyers nor sellers taking control. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. The PEG of 2.44 makes it expensive versus peers. The premium needs earnings to catch up quickly. The stock holds at 46% of its 52-week range with RSI at 60. In other words, neither side has a clear edge right now. The stock rises 1.4% in three months on 6.7% revenue growth. As a result, the market gives it more credit than the fundamentals strictly justify. Watch the next quarterly results. If growth accelerates, the move makes sense. If not, expect some gains to unwind. Check Fundamentals of Mukka Proteins Limited.
Beverages - Brewers
Som Distilleries & Breweries Limited (sdbl): Court Judgment Clears Path for Licence Renewal
Som Distilleries & Breweries Limited (SDBL) receives favorable court judgment on excise licence renewal, paving way for operations resumption.
Som Distilleries & Breweries Limited (SDBL) has received a significant court judgment on the renewal of its key excise licences. This ruling, passed by the Hon’ble High Court of Madhya Pradesh on September 24, 2026, is a crucial step towards restoring normal operations at its Madhya Pradesh facilities. The court quashed the previous order rejecting the company’s applications for licence renewal and directed the renewal of all manufacturing licenses within 15 days from the order date.
Operational Resumption
The renewal of these licences is an important step towards restoring normal operations at the Bhopal plant and strengthening the company’s ability to serve its core markets. The favourable order is expected to have a positive impact on the financial position of the company and will allow it to resume operations from its Bhopal plant, thus generating sales from Madhya Pradesh.
Legal and Financial Implications
The court also awarded costs of Rs. 1 lakh payable to SDBL by the Government of Madhya Pradesh. This ruling preserves the company’s right to pursue damages/losses arising from the period of operational closure before an appropriate forum. The company remains focused on restoration and normalization of operations, efficient utilization of its manufacturing capacities, and improving working-capital efficiency.
As a result, SDBL is working closely with the relevant authorities to complete the renewal process within the timeframe directed by the Hon’ble Court. The company remains committed to conducting its business in accordance with all applicable legal and regulatory requirements.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Som Distilleries & Breweries Limited
Som Distilleries & Breweries Limited belongs to the Consumer Defensive › Beverages – Brewers sector. Here’s a quick read on where the business and the stock stand today.
Som trades in the lower quarter of its 52-week range. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. No meaningful dividend — total return is entirely dependent on capital appreciation. The stock sits at 17% of its 52-week range, close to annual lows. Historically, value investors build positions at these levels — though cheap stocks can stay cheap. Revenue grows at 14.2% CAGR and the PEG stands at 99.00. The growth does not match the price the market asks. Furthermore, flat price action adds no technical catalyst. A lower price or faster revenue growth would improve the odds. Check Fundamentals of Som Distilleries & Breweries Limited.
BALRAMCHIN
Balrampur Chini Mills Limited (balramchin) Wins ₹75 Crore Bioe3 Grant
Balrampur Chini Mills Limited (BALRAMCHIN) receives ₹75 crore BioE3 grant to advance India’s bioeconomy, boosting biomanufacturing capabilities.
Balrampur Chini Mills Limited (BCML) has been awarded ₹75 crore in grant assistance by the Biotechnology Industry Research Assistance Council (BIRAC) under the Department of Biotechnology (DBT), Government of India, for establishing a 100 TPA PLA Co-Polymer R&D Facility under the Government’s flagship BioE3 initiative. The grant will accelerate the development of advanced bio-based materials, strengthen India’s indigenous biomanufacturing capabilities and reinforce the country’s ambition to emerge as a global bioeconomy powerhouse.
Strategic Move for Bioeconomy
The pilot-scale R&D facility will be established at BCML’s integrated manufacturing complex in Kumbhi, Uttar Pradesh, where the company is also setting up India’s first integrated commercial PLA manufacturing facility. The new facility will serve as the innovation engine for developing next-generation PLA grades and Co-polymers, enabling rapid product development, technology indigenisation, customer validation, and seamless scale-up to commercial production.
Government Support
Commenting on the announcement, Avantika Saraogi, Executive Director, Balrampur Chini Mills Limited, said, ‘The Government of India’s support through this ₹75 crore BioE3 grant is a strong endorsement of the strategic role that advanced biomanufacturing will play in India’s future. This facility will help build indigenous technology, develop next-generation bio-based materials, and create the scientific and technical capabilities required for India to lead the global transition towards sustainable manufacturing. We are grateful to the Department of Biotechnology and BIRAC for their confidence in our vision and look forward to contributing to India’s emergence as a global bioeconomy powerhouse.’
As countries around the world increasingly adopt bio-based materials and circular manufacturing practices, BCML’s PLA Co-Polymer R&D Facility is expected to play an important role in strengthening India’s innovation ecosystem, accelerating the commercialisation of advanced biopolymers, and positioning the country as a global hub for sustainable materials.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Balrampur Chini Mills Limited
Balrampur Chini Mills Limited belongs to the Consumer Defensive › Confectioners sector. Here’s a quick read on where the business and the stock stand today.
Balrampur gains 26.6% over three months and trades near its 52-week highs. The PEG reaches 3.72. The stock trades on brand and index weight, not on growth. Thin margins at 5.8% leave limited room for error — any demand softness or cost spike hits the bottom line hard. The stock trades at 73% of its 52-week range — near its best levels of the year. Clearly, the market pays a premium for this name. The stock rises 26.6% in three months on 10.4% revenue growth. As a result, the market gives it more credit than the fundamentals strictly justify. Watch the next quarterly results. If growth accelerates, the move makes sense. If not, expect some gains to unwind. Check Fundamentals of Balrampur Chini Mills Limited.
Consumer Defensive
Veranda Learning Solutions Limited (veranda) Fixes October 6, 2026 as Record Date for Commerce Vertical Demerger
Veranda Learning Solutions Limited (VERANDA) sets October 6, 2026, as the record date for its Commerce Vertical demerger, marking a significant milestone.
Veranda Learning Solutions Limited (VERANDA) has announced that it has fixed October 6, 2026, as the record date for determining the shareholders eligible to receive equity shares of J.K. Shah Commerce Education Limited (JSCEL), pursuant to the Composite Scheme of Arrangement sanctioned by the Hon’ble National Company Law Tribunal (NCLT), Chennai Bench -I.
Share Entitlement Details
Eligible shareholders of Veranda Learning as on the Record Date will receive 1 equity share of J.K. Shah Commerce Education Limited for every 1 equity share held in Veranda Learning. The shares will be allotted without any additional payment by eligible shareholders, subject to the terms of the Scheme and applicable regulatory requirements.
Future Plans for JSCEL
J.K. Shah Commerce Education Limited will subsequently pursue listing of its equity shares on BSE Limited and National Stock Exchange of India Limited, subject to applicable approvals and processes. Commenting on the development, Suresh Kalpathi, Executive Director and Chairman, Veranda Learning Solutions Limited, said, “The fixing of the Record Date marks another important milestone in the demerger of our Commerce business. The creation of a focused, independently managed Commerce education company will enable greater agility, sharper execution and dedicated growth strategies, while allowing our shareholders to participate directly in its future growth.”
The demerger will bring Veranda Learning’s Commerce education businesses and brands, including J.K. Shah Classes, BB Virtuals, Navkar Digital Institute, Tapasya College of Commerce and Logic School of Management, under JSCEL. The focused structure is intended to provide the Commerce education business with greater operational independence and strategic focus, while enabling it to build on its established brands, academic capabilities and market presence.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Veranda Learning Solutions Limited
Veranda Learning Solutions Limited belongs to the Consumer Defensive › Education & Training Services sector. Here’s a quick read on where the business and the stock stand today.
Veranda holds in the upper half of its 52-week range, a sign the market backs the stock. D/E reaches 2.57. High leverage in this environment is a material risk the market cannot ignore. Industry-leading margins of 25.8% reflect exceptional pricing power and operational efficiency. The stock trades at 71% of its 52-week range — near its best levels of the year. Clearly, the market pays a premium for this name. Revenue grows at 43.3% and the stock moves sideways over three months. Neither side makes a strong case. The next earnings print will likely break this stock out of its current range. Check Fundamentals of Veranda Learning Solutions Limited.
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