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Bai-Kakaji's standalone profit jumps 45% in its first full year post-listing

The core business drove growth. Mundada Polymers contributed to consolidated revenue but not meaningfully to profit.

1 earlier story on Bai-Kakaji Polymers Ltd.
Mkt cap₹428 cr
P/E16.26×
ROE33.93%
Debt / eq.2.04
45% Year-on-year standalone net profit growth.

What's new

  • Bai-Kakaji reports its first annual results since the December 2025 IPO.
  • Standalone profit grew 45% to ₹26.33 cr from ₹18.17 cr.
  • Consolidated results, including new subsidiary Mundada Polymers, show ₹26.98 cr profit on ₹364.69 cr revenue.

Why this matters

The first annual report after a listing sets the performance baseline. The 45% standalone growth confirms the core business is expanding. The consolidated numbers, which bundle in a new subsidiary, show the parent's profit made up nearly all of the group's bottom line.

What we're watching

  • Mundada Polymers' individual contribution to profit in coming quarters.
  • Whether the consolidated profit can grow faster than standalone.
  • The sustainability of the ₹364 cr revenue base.

The full read

Bai-Kakaji's first full year as a public company delivered a 45% jump in standalone profit to ₹26.33 crore from ₹18.17 crore. That is the number that matters. The consolidated result of ₹26.98 crore profit on ₹364.69 crore revenue includes the new Mundada Polymers subsidiary for the first time. The two figures are nearly identical. Mundada brought revenue but not profit. The core business did the heavy lifting. This sets a clean baseline for a post-IPO company: a ₹364 crore top line and a profit trajectory driven by the original operation, not by an acquisition.

Questions answered

Why is standalone profit growth the headline figure here?
Standalone profit grew 45% to ₹26.33 cr, while consolidated profit was ₹26.98 cr. The gap shows the core business is driving performance, not the new subsidiary.
What did Mundada Polymers contribute to the results?
Consolidated profit of ₹26.98 cr was only marginally higher than standalone profit of ₹26.33 cr. This indicates Mundada's contribution was small in its first year.
What is the company's valuation based on these numbers?
Against a market capitalization of ₹364 cr, the consolidated net profit of ₹26.98 cr implies a P/E ratio of roughly 13.5 times.
Is this the first time consolidated results are reported?
Yes. These are the first annual consolidated results following the formation of Mundada Polymers and the December 2025 IPO.
Mentioned: Mundada Polymers · ₹364.69 cr revenue · ₹26.98 cr consolidated profit
Primary source BSE · NSE · Tijori

An independent reading of the company's own disclosure — the primary filing above is the final word.

Company snapshot

Bai-Kakaji Polymers Ltd.

Chemicals
₹428 cr
P/E 16.26×

Latest quarter · Mar 2026

Sales₹203 cr
Net profit₹14 cr
Op. margin+12.1%
EPS₹6.52

Strength & growth

Debt / equity2.04×
Current ratio0.87×
  1. 29 May 2026 · 7:29 PM IST Bai-Kakaji's standalone profit jumps 45% in its first full year post-listing
  2. 21d ago Bai-Kakaji targets ₹1,000 cr by FY29, FY26 profit up 50%