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Earnings · Plastic Products · Mid cap

Responsive Industries' profit drops 25% as PVC margins erode

Consolidated net profit fell to ₹148.4 cr even as revenue held steady at ₹1,394 cr. Standalone profit fell 55%.

2 earlier stories on Responsive Industries Ltd.
Mkt cap₹5,158 cr
P/E34.75×
ROE14.78%
Debt / eq.0.19
Div yld0.05%
₹148.4 cr FY26 consolidated net profit, down 25% year-on-year.

What's new

  • Consolidated net profit fell 25% to ₹148.4 cr on flat ₹1,394 cr revenue.
  • Standalone profit fell 55% to ₹14.1 cr, with Q4 standalone profit at ₹1.9 cr, down 65% year-on-year.
  • Board recommended a final dividend of 10 paise per share, unchanged.

Why this matters

The headline numbers confirm that margin pressure in Responsive's core PVC business isn't fading. Profit shrank 25% even though revenue was flat, meaning costs or pricing moved the wrong way. The 65% drop in standalone Q4 profit signals the deterioration accelerated in the final quarter.

What we're watching

  • Management commentary on PVC input costs and pricing power.
  • Whether the Q4 standalone deterioration carries into FY27.
  • Any signal on capacity utilisation or volume trends to offset margin squeeze.

The full read

Responsive Industries' FY26 audited results lay the damage bare. Consolidated profit fell 25% to ₹148.4 crore while revenue barely moved at ₹1,394 crore. That spread tells the story: costs rose or prices fell, and the bottom line absorbed the hit. Standalone results were worse. Full-year standalone profit fell 55% to ₹14.1 crore, and the Q4 standalone figure of ₹1.9 crore represented a 65% year-on-year drop. The quarter was worse than the year, which means the squeeze accelerated. The board stuck with the 10 paise final dividend, offering no growth to compensate. This is a company whose core PVC business is compressing margins with no visible relief in the top line.

Questions answered

Why did profit fall when revenue was flat?
The filing shows consolidated revenue held at ₹1,394 crore, but net profit dropped 25% to ₹148.4 crore. That gap points to margin compression in the PVC business, likely from input costs or pricing pressure eating into profitability.
How bad was the standalone quarterly performance?
Standalone Q4 profit was ₹1.9 crore, a 65% drop year-on-year. For the full year, standalone profit fell 55% to ₹14.1 crore. The quarterly decline is steeper than the full-year figure, which suggests things got worse toward the end of the year.
What about shareholder returns?
The board recommended a final dividend of 10 paise per share, which is the same as last year. The unchanged payout means shareholders got no dividend growth to offset the profit decline.
Is this a one-quarter blip or a trend?
The full-year standalone profit fell 55% and Q4 standalone fell 65%, both showing deterioration. The quarterly decline is sharper than the full-year, indicating the margin pressure intensified in the last three months.
Mentioned: Responsive Industries · ₹148.4 cr consolidated profit · ₹14.1 cr standalone profit
Primary source BSE · NSE · Tijori

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

  1. 26 May 2026 · 2:37 PM IST Responsive Industries' profit drops 25% as PVC margins erode
  2. 41d ago Responsive Industries chairperson quits. No successor named.
  3. 41d ago Responsive Industries profit drops 25% as PVC margins compress