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Earnings · Steel Pipes · Micro cap

Rama Steel's profit drops 67% in Q4 as tax department raises ₹72cr claim

Quarterly net profit fell to ₹1.48 crore from ₹4.44 crore a year earlier. The income-tax department is seeking to add ₹71.96 crore to income for AY 2023-24.


Mkt cap₹900 cr
P/E57.17×
ROE6.25%
Debt / eq.0.24
₹71.96 cr Additional income proposed by tax authorities for AY 2023-24.

What's new

  • Q4 standalone net profit fell 67% to ₹1.48 crore from ₹4.44 crore a year earlier on a 21% revenue decline.
  • Income-tax department proposed assessing income at ₹71.96 crore for AY 2023-24, versus the ₹22.48 crore filed return.
  • The board approved strike-off of inactive subsidiary Rama Defence Private Limited.

Why this matters

The tax dispute is the real story. The proposed addition of ₹71.96 crore is more than the company's entire FY26 net profit of ₹14.53 crore. Even if contested, the gap between the filed return and the department's proposed assessment is a material overhang.

What we're watching

  • Outcome of the dispute-resolution panel proceedings on the tax addition.
  • Whether the weak manufacturing demand persists into Q1 FY27.
  • Consolidated results versus standalone to gauge subsidiary performance.

The full read

Rama Steel Tubes closed the year on a weak note. Q4 standalone net profit fell to ₹1.48 crore from ₹4.44 crore a year earlier as revenue dropped 21% to ₹188.49 crore, dragged by slumping demand in its manufacturing segment. The full year was better: revenue grew 14% to ₹954.33 crore and net profit rose to ₹14.53 crore. But the bigger number is the tax bill. The income-tax department has proposed assessing the company's income at ₹71.96 crore for AY 2023-24, against a filed return of ₹22.48 crore. Management is contesting it. The proposed addition alone is nearly five times the full-year profit. A clean audit opinion offers little comfort.

Questions answered

How much did Rama Steel's profit fall in Q4?
Standalone net profit fell to ₹1.48 crore in Q4, down from ₹4.44 crore a year earlier. Revenue dropped 21% to ₹188.49 crore.
What is the income-tax department proposing?
The department wants to assess the company's income at ₹71.96 crore for AY 2023-24. The company had filed a return of ₹22.48 crore.
How is the company responding?
Rama Steel has filed objections with the dispute-resolution panel and considers the additions unsustainable.
What happened to full-year results?
FY26 revenue grew 14% to ₹954.33 crore and net profit edged up to ₹14.53 crore. The weak fourth quarter offset earlier gains.
What did the auditors say?
The auditors issued an unmodified opinion, meaning no qualifications or emphasis-of-matter paragraphs in the report.
Mentioned: Income-Tax Department · ₹71.96 cr proposed addition · Rama Defence Private Limited
Primary source BSE · NSE

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