ALFA Finder
| Market Cap | ₹7,115 CrCap size |
|---|---|
| Industry PE | 40.0TTM Basis |
| Promoter Holding | 77.0%Zero Pledge |
| 1-Month Return | 23.7%Post-Listing |
| Metric | Q2-27 | Q1-27 | Q2-26 |
|---|---|---|---|
| Revenue from Operations | 660 | 562 | 507 |
| Other Income | 3.8 | 6.4 | 1.8 |
| Total Income | 664 | 568 | 509 |
| Profit Before Tax | 117 | 101 | 81.0 |
| Net Profit | 87.1 | 75.1 | 63.0 |
| Operating Margin | 17.7% | 17.8% | 15.9% |
| Net Profit QoQ | +16.0% | ||
| Net Profit YoY | +38.3% | ||
| Adj. Profit QoQ | +20.1% | ||
| Adj. Profit YoY | +43.3% | ||
Key highlights
- Q2-27 net profit rose 38.3% YoY to ₹87.1 crore from ₹63.0 crore in the previous year
- Revenue from operations expanded to ₹660 crore, a 30% increase compared to ₹507 crore in Q2-26
- Operating margins improved to 17.7% in the September quarter vs 15.9% in the year-ago period
- Sequential net profit grew by 16.0% from ₹75.1 crore reported in the June 2026 quarter
- Comparative figures were restated to incorporate a drive solutions business acquisition worth ₹214.4 million
Strong Topline Growth in Maiden Post-Listing Quarter
Bonfiglioli Transmissions reported a 38.3% year-on-year increase in net profit to ₹87.1 crore for the quarter ended September 30, 2026. This marks the company’s first financial disclosure since its successful listing on the NSE and BSE on October 23, 2026. Revenue from operations climbed to ₹660 crore, up from ₹507 crore in the same period last year, representing a 30% expansion.
Other income contributed ₹3.8 crore to the total topline. On a sequential basis, net profit grew 16% from ₹75.1 crore in the June 2026 quarter, while revenue rose by 17.4% from ₹562 crore.
Operational Expenditure Breakdown for Q2-27
- Total expenses for the quarter reached ₹546.7 crore against ₹427.7 crore in the previous year
- Cost of raw materials and components consumed stood at ₹392.6 crore during the period
- Employee benefits expense increased to ₹31.6 crore from ₹25.8 crore on a year-on-year basis
- Depreciation and amortisation expenses were recorded at ₹13.1 crore for the quarter
- Finance costs remained relatively stable at ₹2.3 crore compared to ₹2.2 crore YoY
- Other expenses totaled ₹95.1 crore, rising from ₹75.2 crore in the corresponding quarter
Strategic Integration of Gear Components Business
The results incorporate the impact of a Business Transfer Agreement executed on December 15, 2025, with related party Bonfiglioli Drive Solutions Private Limited. This acquisition of a gear components manufacturing business for ₹214.40 million was accounted for under the pooling of interest method for business combinations. Consequently, comparative financial figures for the quarter ended September 30, 2025, have been restated to reflect the combined business operations.
The move aligns with the group’s broader strategy to consolidate manufacturing capabilities in India and optimize the supply chain for its transmission products.
Managing Director on Business Realignment
The company entered into a Business Transfer Agreement on December 15, 2025 with its related party, Bonfiglioli Drive Solutions Private Limited, which is engaged in the manufacturing of gear components to align with the Group’s business strategy in India.
| Date | Announcement | Amount |
|---|---|---|
| 23 Oct 2026 | No quarterly results or management guidance announced (newly listed on BSE/NSE on 23 Oct 2026)Source: chittorgarh.com | – |
What to watch next
- Earnings conference call scheduled for analysts and investors on November 13, 2026
- Ongoing integration of the drive solutions manufacturing facility in Chennai
- Execution of industrial gearbox order book within the General Industrials sector
“The aforesaid Unaudited Financial Results are also being uploaded on the Company's website and are available on the websites of the stock exchanges.”
| Share price | ₹725.05 |
|---|---|
| Market capitalisation | ₹7,114.92 Cr |
| Revenue (annual) | ₹1,210.50 Cr |
| Net profit (annual) | ₹65.28 Cr |
| Promoter holding | 77% |
| FII holding | 3.65%Current quarter |
Reference market data from a third-party provider, as of the story. Not a valuation or a recommendation.
Exchange filing by Bonfiglioli Transmissions Limited announcing its unaudited financial results for the quarter ended September 30, 2026. Market figures from a third-party data provider.
