Tipsheet
What matters at India’s listed companies
Earnings · Consumer Food · Micro cap

Kothari Fermentation's profit turned into a loss. Energy costs ate 24% of revenue.

Stable revenue couldn't offset a power-and-fuel bill that consumed nearly a quarter of turnover, swinging the company from a ₹0.81 crore profit to a ₹2.99 crore loss.

2 earlier stories on Kothari Fermentation & Biochem Ltd.
Mkt cap₹60 cr
ROE1.43%
Debt / eq.0.77
₹26.95 cr FY26 power and fuel costs, about 24% of annual revenue.

What's new

  • Kothari Fermentation reported a full-year net loss of ₹2.99 crore, reversing the prior year's ₹0.81 crore profit.
  • Power and fuel costs for the year were ₹26.95 crore, consuming nearly a quarter of annual turnover.
  • The board appointed Arun K. Garg & Associates as internal auditors for the 2026-27 fiscal year.

Why this matters

This is a cost crisis on a stable top line. Revenue held at ₹112 crore, but the energy bill alone is 24% of that. For a company with a ₹61 crore market cap, the energy line item is now the dominant story.

What we're watching

  • Whether FY27 results show any relief from power and fuel cost inflation.
  • If the new auditors flag anything in their first review.
  • How management addresses the energy cost structure.

The full read

Kothari Fermentation's ₹0.81 crore FY25 profit turned into a ₹2.99 crore loss in FY26. Revenue held at ₹112.13 crore, so the collapse is a pure cost story. Power and fuel bills ran to ₹26.95 crore. That's 24% of the company's entire turnover. For a firm with a ₹61 crore market capitalization, that's not a minor headwind. It's the whole story. The Q4 net profit of ₹1.27 crore looks like a recovery, but a deferred tax credit propped it up. The underlying business remained underwater. The board also brought in Arun K. Garg & Associates as internal auditors for FY27. A standard move, but one that follows a year where the cost line consumed the company. The problem is structural energy exposure.

Questions answered

How did the company swing from profit to loss?
Revenue was nearly flat at ₹112.13 crore, but power and fuel costs jumped to ₹26.95 crore. This single cost line is 24% of revenue and directly caused the swing to a ₹2.99 crore net loss.
What does the Q4 profit actually represent?
The Q4 net profit of ₹1.27 crore was supported by a deferred tax credit. Strip that out, and the underlying business likely remained unprofitable in the final quarter.
Why change auditors in a loss year?
The board appointed Arun K. Garg & Associates as internal auditors for FY27. The move is procedural, but it comes after a year where costs overwhelmed the business.
Mentioned: ₹26.95 cr energy costs · Arun K. Garg & Associates · ₹61 crore market cap
Primary source BSE · NSE · Tijori

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

Story so far

All notes on KFBL →
  1. 29 May 2026 · 10:04 PM IST Kothari Fermentation's profit turned into a loss. Energy costs ate 24% of revenue.
  2. 1d ago Kothari Fermentation's power bill erased its profit
  3. 1d ago Kothari Fermentation swings to ₹2.99 cr full-year loss as power costs bite