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Earnings · Consumer Food · Micro cap

Kothari Fermentation posts a ₹2.99 cr full-year loss after costs bite

Profit swung to a loss for FY26 as power and fuel costs climbed. The Q4 profit of ₹1.27 cr relied on a deferred tax credit.

2 earlier stories on Kothari Fermentation & Biochem Ltd.
Mkt cap₹65.85 cr
ROE1.43%
Debt / eq.0.77
₹2.99 cr loss Full-year net loss, vs ₹0.81 cr profit the prior year.

What's new

  • Kothari Fermentation reported a ₹2.99 cr net loss for FY26, reversing a ₹0.81 cr profit in FY25.
  • Annual revenue dipped to ₹112.13 cr as power and fuel costs rose.
  • Q4 net profit was ₹1.27 cr, supported by a deferred tax credit.

Why this matters

A nano-cap company posting a full-year loss after a profitable year is a clear negative shift. The swing is driven by operational costs, not a revenue collapse, making the margin problem the central issue. The Q4 profit is less reassuring given the one-off tax benefit.

What we're watching

  • Management commentary on the power/fuel cost outlook and any hedging plans.
  • Whether the Q4 momentum, excluding the tax credit, holds into Q1 FY27.
  • The new internal auditor's first compliance report.

The full read

Kothari Fermentation & Biochem lost ₹2.99 crore in FY26, swinging from a ₹0.81 crore profit the year before. Revenue slipped slightly to ₹112.13 crore, but the story is the cost line: power and fuel prices ran higher all year and crushed the margin. A ₹1.27 crore Q4 profit softens the blow, though it depended on a deferred tax credit. For a company with a ₹61 crore market cap, a loss this size is material. The board also swapped in a new internal auditor, Arun K. Garg & Associates, for FY27. The near-term test is whether costs can come back in line without a tax credit doing the heavy lifting.

Questions answered

How did Kothari Fermentation's profitability change year-over-year?
The company swung from a net profit of ₹0.81 crore in FY25 to a net loss of ₹2.99 crore in FY26. The loss deepened despite revenue staying broadly flat at ₹112.13 crore.
What drove the full-year loss?
Sustained pressure from elevated power and fuel costs eroded margins throughout the year. The report cites these costs specifically as the primary headwind against stable revenue.
Why was the Q4 result better than the full-year result?
The company posted a Q4 profit of ₹1.27 crore, but this was largely supported by a significant deferred tax credit. Stripping out that one-off item, the underlying quarterly performance is less clear.
What governance change did the board approve?
The board appointed M/s Arun K. Garg & Associates as the internal auditor for the 2026-27 financial year to handle compliance and control functions.
Mentioned: Kothari Fermentation & Biochem · Arun K. Garg & Associates · ₹112.13 cr revenue
Primary source BSE · NSE · Tijori

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

Company snapshot

Kothari Fermentation & Biochem Ltd.

FMCG
₹66 cr

Latest quarter · Mar 2026

Sales₹32 cr
Net profit₹1 cr
Op. margin+9.0%
EPS₹0.85

Strength & growth

Debt / equity0.77×
Current ratio1.08×
Sales CAGR+3.8%
Financials via Tijori — a research aid, not investment advice.KFBL on Tijori

Story so far

All notes on KFBL →
  1. 29 May 2026 · 7:58 PM IST Kothari Fermentation posts a ₹2.99 cr full-year loss after costs bite
  2. 45d ago Kothari Fermentation swings to ₹2.99 cr loss as power costs hit 24% of revenue
  3. 45d ago Kothari Fermentation posts ₹3 cr full-year loss as energy costs bite