Consumer Discretionary · Q1FY27 · Consolidated

SIS margin trails sector median by 8.80 percentage points

The consolidated results were filed after market close, while a 4.44% tax rate supported net profit despite substantial interest and depreciation charges.

By Ashutosh

Filed 05 Aug 2026, 18:48 IST · after market close · SIS Ltd (SIS)

Key takeaways

  • SIS's 4.50% consolidated operating margin was 8.80 percentage points below the 13.30% median for 90 reported Consumer Discretionary peers.
  • The 4.44% tax rate supported consolidated net profit of Rs 101.66 cr despite interest of Rs 58.13 cr and depreciation of Rs 62.50 cr.
  • Other income of Rs 19.91 cr contributed to consolidated profit before tax of Rs 106.38 cr, making reported earnings partly dependent on non-operating income.

Price around the results

A 4.50% margin leaves SIS near the sector’s lower end

SIS reported consolidated revenue of Rs 4,603.58 cr and operating profit of Rs 207.10 cr, leaving operating margin at 4.50%. Among 90 Consumer Discretionary peers that had reported, the sector median margin was 13.30%; SIS ranked 12th from the bottom.

Interest, depreciation and tax shaped profit conversion

Interest of Rs 58.13 cr and depreciation of Rs 62.50 cr absorbed a substantial part of operating profit before profit before tax came in at Rs 106.38 cr. Other income of Rs 19.91 cr also supported pre-tax profit, while the 4.44% tax rate lifted the conversion to net profit of Rs 101.66 cr.

The market had no immediate reaction to the filing

The consolidated results were filed after market close on 05 Aug 2026. A post-filing share-price reaction was therefore not yet available in this report.

Q1FY27 at a glance

Consolidated figures as filed with NSE — filed ahead of third-party databases, not yet independently cross-checked.

Line itemQ1FY27
Revenue₹4,604 cr
Other income₹20 cr
Expenses₹4,396 cr
Operating profit₹207 cr
Operating margin (%)4.50%
Interest₹58 cr
Depreciation₹63 cr
Profit before tax₹106 cr
Tax₹5 cr
Net profit₹102 cr
EPS (₹)₹7.19

Operating margin of 4.50% compares with a Consumer Discretionary sector median of 13.30% across 90 peers that have reported Q1FY27.

What to watch

  • Whether operating margin moves up from 4.50% and narrows the 8.80-point gap with the sector median.
  • Whether net profit remains supported by a tax rate near 4.44%.
  • Whether other income remains material relative to profit before tax of Rs 106.38 cr.

Figures are as filed by the company with the NSE and are reproduced automatically. Educational market commentary only — not investment advice and not a recommendation to buy or sell any security. Results filed 5 Aug '26.