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Earnings · Engineering - Construction · Micro cap

Tarmat's FY26 profit jumps to ₹655.62 lakhs, but a ₹7.83 cr ghost asset lingers

Annual profit surged on higher revenue, but a recurring audit qualification over a liquidated joint venture remains unresolved.


Mkt cap₹130 cr
P/E33.64×
ROE1.08%
Debt / eq.0.06
₹655.62 lakhs FY26 standalone profit, up from ₹186.90 lakhs in FY25.

What's new

  • Audited FY26 results show profit of ₹655.62 lakhs, up from ₹186.90 lakhs in FY25.
  • Auditor issued a qualified opinion on the ₹7.83 crore investment in Backbone Tarmat Alfaraa.
  • The qualification is repetitive since FY22-23; the partner is in liquidation.

Why this matters

The profit growth is a clear operational improvement. The lingering audit qualification, however, is a governance drag. It's a ₹7.83 crore asset that has been questioned for three years now, attached to a dead counterparty. Management says it has no material impact, but the qualifier keeps the books from being clean.

What we're watching

  • Any write-down or settlement on the Backbone Tarmat Alfaraa investment.
  • Whether the audit qualification is finally removed next year.
  • The trajectory of revenue growth that drove the profit jump.

The full read

Tarmat's FY26 numbers are strong. Profit jumped to ₹655.62 lakhs from ₹186.90 lakhs the year before, driven by higher revenue. The good news stops at the P&L. The auditor once again qualified its opinion over the ₹7.83 crore investment in Backbone Tarmat Alfaraa. The partner there is in liquidation, and the qualification has repeated since FY22-23. Management says it doesn't matter. That's an assertion, not a resolution. A three-year-old question mark over an asset, attached to a dead entity, is the kind of thing that keeps a balance sheet from being clean.

Questions answered

How much did Tarmat's profit grow in FY26?
Standalone profit rose to ₹655.62 lakhs in FY26, a significant jump from ₹186.90 lakhs in FY25, driven by higher revenue.
What is the audit qualification about?
The auditor qualified its opinion over Tarmat's ₹7.83 crore investment in Backbone Tarmat Alfaraa, a joint venture whose partner has gone into liquidation.
How long has this qualification been in the reports?
The same qualification has been flagged since the FY2022-23 audit, making it a recurring issue for three consecutive years.
What does management say about the qualified investment?
Management believes the qualification has no material impact on the financial statements.
Mentioned: Backbone Tarmat Alfaraa · ₹7.83 crore investment · ₹655.62 lakhs profit
Primary source BSE · NSE

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