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Earnings · Retailing · Micro cap

Bhatia's Q4 revenue grew 64%. Full-year profit growth couldn't keep up.

The retailer's top-line accelerated in the final quarter, but the gap between sales and profit widened.

3 earlier stories on Bhatia Communications & Retail (India) Ltd.
Mkt cap₹349 cr
P/E20.81×
ROE15.56%
Debt / eq.0.09
Div yld0.16%
33.6% FY26 standalone revenue growth.

What's new

  • FY26 standalone revenue rose 33.6% to ₹591.42 cr; net profit grew 21.3% to ₹16.76 cr.
  • Q4 revenue surged 64% year-on-year to ₹170.09 cr; quarterly profit rose 55% to ₹4.55 cr.
  • The board recommended a final dividend of Re. 0.01 per share.

Why this matters

The business is scaling fast. The final quarter accelerated the top line at nearly twice the full-year rate. But profit is lagging revenue by 12 percentage points for the year, which points to margin pressure. For a retailer, that trade-off often comes from store expansion or heavier discounting.

What we're watching

  • Whether the Q4 revenue surge is a new run-rate or a seasonal one-off.
  • The margin trend in coming quarters as the business scales.
  • Any detail on store count, geography, or category mix that explains the Q4 spike.

The full read

Bhatia Communications' business is growing. Full-year revenue rose 33.6% to ₹591.42 cr. The final quarter accelerated sharply: Q4 sales surged 64% year-on-year to ₹170.09 cr. The catch is profit. Full-year net profit grew 21.3% to ₹16.76 cr. Quarterly profit rose 55% to ₹4.55 cr. Both figures trail the revenue growth rate by a wide margin. That gap is the real story. For a retailer, a 12-point spread between sales and profit growth for the year usually means the company is spending to grow — opening stores, discounting, or both. The audit was clean. The dividend is a token Re. 0.01. The open question is whether the Q4 revenue spike reflects a sustainable new pace or a one-off pull-forward.

Questions answered

How did the Q4 revenue growth compare to the full-year trend?
Full-year revenue grew 33.6%. Q4 alone grew 64% year-on-year, meaning the final quarter accounted for a disproportionate share of the year's expansion.
What does the gap between revenue and profit growth imply?
Net profit grew 21.3% for the year while revenue grew 33.6%, a 12-point gap. This implies the company's margins contracted as it expanded its sales footprint.
What was the final dividend amount?
The board recommended a final dividend of Re. 0.01 per share, subject to shareholder approval. It is a token payout.
Was the audit opinion qualified?
No. The filing confirmed the annual results received an unmodified audit opinion.
Mentioned: ₹591.42 cr FY26 revenue · ₹170.09 cr Q4 revenue · ₹16.76 cr FY26 net 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

Bhatia Communications & Retail (India) Ltd.

Retail
₹354 cr
P/E 21.11×

Latest quarter · Mar 2026

Sales₹170 cr
Net profit₹5 cr
Op. margin+3.5%
EPS₹0.32

Strength & growth

Debt / equity0.09×
Current ratio3.57×
Financials via Tijori — a research aid, not investment advice.BHATIA on Tijori
  1. 25 May 2026 · 4:16 PM IST Bhatia's Q4 revenue grew 64%. Full-year profit growth couldn't keep up.
  2. 40d ago Bhatia Communications restates FY26 results. No new news.
  3. 42d ago Bhatia Communications' Q4 revenue jumps 64% as full-year profit lags
  4. 42d ago Bhatia Communications posts 33.6% revenue growth, but profit can't keep up