Commodities · Q1FY27 · Consolidated

Fine Organic's Q1 margin jumps 4.35 points as costs lag sales

Consolidated revenue grew +17.98% YoY while expenses rose +11.49%, but other income still supplied 12.16% of pre-tax profit.

By Ashutosh

Filed 07 Aug 2026, 15:51 IST · after market close · Fine Organic Industries Ltd (FINEORG)

Key takeaways

  • Consolidated operating margin expanded 4.35 percentage points year on year to 25.35% as revenue growth of +17.98% outpaced expense growth of +11.49%.
  • Net profit rose +17.97% year on year to Rs 138.14 cr, although other income contributed 12.16% of pre-tax profit.
  • Operating margin recovered from 17.01% in Q3FY26 to 20.76% in Q4FY26 and 25.35% in Q1FY27.

Price around the results

Revenue growth delivered operating leverage

Fine Organic Industries reported consolidated revenue growth of +17.98% year on year and +11.01% sequentially in Q1FY27. Expenses grew more slowly, at +11.49% year on year and +4.59% quarter on quarter, lifting operating profit by +42.38% YoY and +35.51% QoQ. The result was a 4.35 percentage-point year-on-year and 4.59 percentage-point sequential expansion in operating margin.

Other income remains material to reported profit

Other income accounted for 12.16% of pre-tax profit, so the earnings result includes a material non-operating contribution. The year-on-year tax rate was lower by 0.84 percentage points, which provided a modest lift to net profit growth, while the sequential tax rate rose 7.02 percentage points and limited the conversion of the +28.55% PBT increase into a +17.58% net profit increase. Sequential interest expense fell by 66.79%, partly supporting the PBT improvement.

Margin recovery now sits above the peer median

Operating margin has risen for two consecutive quarters after reaching 17.01% in Q3FY26, moving to 20.76% in Q4FY26 and 25.35% in Q1FY27. Among 62 Commodities companies that have reported the same quarter, Fine Organic's margin was 6.94 percentage points above the 18.41% sector median.

No immediate market reaction after the filing

The results were filed after market close, so there is no post-results stock move to assess yet. Across eight recent result reactions, the stock fell five times and rose three times, with a median absolute move of 2.29%, indicating that declines have been more common than gains after its recent results.

Q1FY27 at a glance

Consolidated figures as filed with NSE — cross-checked against an independent source.

Line itemQ1FY27Q4FY26QoQYoY
Revenue₹694 cr₹625 cr+11.01%+17.98%
Other income₹22 cr₹34 cr-33.77%-51.57%
Expenses₹518 cr₹495 cr+4.59%+11.49%
Operating profit₹176 cr₹130 cr+35.51%+42.38%
Operating margin (%)25.35%20.76%
Interest₹1 cr₹3 cr-66.79%+69.81%
Depreciation₹14 cr₹18 cr-23.39%+17.22%
Profit before tax₹184 cr₹143 cr+28.55%+16.64%
Tax₹45 cr₹25 cr+79.49%+12.82%
Net profit₹138 cr₹117 cr+17.58%+17.97%
EPS (₹)₹45.06₹38.32+17.59%+17.99%

Operating margin of 25.35% compares with a Commodities sector median of 18.41% across 62 peers that have reported Q1FY27.

What to watch

  • Whether operating margin holds above 25.35% after the Q1FY27 expansion.
  • Whether expense growth remains below revenue growth, which stood at +11.49% versus +17.98% YoY.
  • Whether other income stays below or exceeds its 12.16% contribution to pre-tax profit.