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Earnings · Chemicals · Micro cap

Cochin Minerals profit drops 47% as project impairment hits bottom line

Revenue climbed 13% to ₹85.54 crore, but a ₹5.05 crore write-down on a stalled metallisation project dragged annual net profit down to ₹12.50 crore.

2 earlier stories on Cochin Minerals & Rutile Ltd.
Mkt cap₹211 cr
P/E14.33×
ROE14.24%
Debt / eq.0.07
Div yld2.97%
₹12.50 cr Annual net profit, down 47% year-over-year.

What's new

  • Quarterly revenue rose 13% to ₹85.54 crore.
  • Net profit fell 40% for the quarter and 47% for the full fiscal year.
  • Board declared a ₹8 per share dividend, an 80% payout on face value.

Why this matters

The impairment charge shows the vulnerability of the metallisation project to raw material shortages. The board's decision to maintain a high dividend payout suggests management expects sufficient cash flow despite the earnings slump.

What we're watching

  • Resolution of the raw material shortages affecting the metallisation project.
  • Impact of the new KSIDC nominee director on board governance.
  • Whether the dividend payout level is sustainable given the profit decline.

The full read

Cochin Minerals and Rutile Limited ended the fiscal year with a 47% drop in net profit to ₹12.50 crore. While quarterly revenue grew 13% to ₹85.54 crore, the bottom line suffered from a ₹5.05 crore impairment charge linked to a long-suspended metallisation project. The company cited raw material shortages as the cause for the project's stall. The board declared a final dividend of ₹8 per share, an 80% payout on the ₹10 face value. This move signals a comfortable cash position despite the profit hit. Governance changes also arrived with the appointment of Rajesh Jacob as a nominee director from the Kerala State Industrial Development Corporation, while the board cleared promoter director Mathew M Cherian to continue in his role past age 75. The company is now balancing a stalled project with a commitment to shareholder returns.

Questions answered

What caused the sharp decline in annual profit?
The primary driver was a ₹5.05 crore impairment provision for a suspended metallisation project. This project has been stalled due to raw material supply constraints.
How did the company perform on a quarterly basis?
Revenue grew 13% to ₹85.54 crore for the quarter ending March 31, 2026. However, net profit for the same period dropped 40% to ₹3.30 crore.
What is the dividend payout?
The board recommended a final dividend of ₹8 per equity share. This represents an 80% payout on the ₹10 face value.
Were there any changes to the board of directors?
The board appointed Rajesh Jacob as a nominee director from the Kerala State Industrial Development Corporation. It also approved the continuation of promoter director Mathew M Cherian beyond age 75.
Mentioned: Cochin Minerals and Rutile Limited · Kerala State Industrial Development Corporation · Mathew M Cherian
Primary source BSE · NSE · Tijori

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

  1. 28 May 2026 · 8:37 PM IST Cochin Minerals profit drops 47% as project impairment hits bottom line
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