Black Rose Industries Ltd — Important, 22-08-2025: Company Update

Black Rose Industries reported Q1 FY26 standalone revenue of 60.89 Cr and PAT of 4.24 Cr. While overall revenue and profits declined sequentially due to supply constraints and softer demand, the manufacturing business achieved significantly higher sales and profits year-on-year. The distribution division saw a 37% sequential turnover drop, impacted by supply and pricing issues. The company is advancing its polyacrylamide solid R&D and evaluating new specialty chemical projects. Management anticipates improved performance from manufacturing, with stable demand, and expects increased sales volumes in distribution, supported by principals and product expansion. US tariffs have no direct impact.