LG Balakrishnan Q3FY26 results: 17.8% revenue rise

Key takeaway for investors

L G Balakrishnan & Bros reported audited financial results for the quarter and nine months ended December 31, 2025, showing year-on-year growth in both revenue and profit. Standalone revenue for Q3FY26 rose 17.8% year-on-year, while net profit increased 15.6% over the same period. The update matters because it combines segment-led operating performance with board-level decisions, including a director reappointment recommendation and upcoming consideration of FY2025-26 audited results.

What the company announced and when

The company said its audited results for the quarter and nine months ended December 31, 2025 were approved by the Board of Directors at a meeting held on February 07, 2026. The approval was made pursuant to Regulation 33 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The financial results were reviewed by the Audit Committee and then approved by the Board.

The company also disclosed that the statutory auditors expressed an unmodified opinion on both standalone and consolidated audited financial results. The board meeting on February 07, 2026 commenced at 2:30 PM (IST) and concluded at 5:35 PM (IST).

Q3FY26 numbers: revenue, profit, and income

In Q3FY26, standalone revenue was reported at ₹73,413.57 lakh, up from ₹62,328.95 lakh in Q3FY25. In normalized terms, this translates to ₹734.14 crore versus ₹623.29 crore, a 17.8% increase. Net profit for the quarter stood at ₹8,451.94 lakh (₹84.52 crore), compared with ₹7,311.33 lakh (₹73.11 crore) a year earlier, up 15.6%.

Total income came in at ₹74,988.81 lakh (₹749.89 crore) versus ₹63,505.57 lakh (₹635.06 crore), a rise of 18.1%. Profit before tax was reported at ₹10,639.30 lakh (₹106.39 crore), up from ₹9,705.51 lakh (₹97.06 crore), implying 9.6% growth.

Nine-month performance: steady improvement across metrics

For the nine months ended December 31, 2025, revenue from operations was ₹2,04,102.05 lakh (₹2,041.02 crore), compared with ₹1,78,495.07 lakh (₹1,784.95 crore) in the corresponding period of the previous year, a 14.4% increase. Net profit for 9M FY26 was ₹23,530.95 lakh (₹235.31 crore) versus ₹21,808.90 lakh (₹218.09 crore), a 7.9% rise.

Total income for the nine-month period was ₹2,08,515.53 lakh (₹2,085.16 crore), up from ₹1,82,496.25 lakh (₹1,824.96 crore), reflecting 14.3% growth. Basic EPS was reported at ₹73.78, compared with ₹68.38, up 7.9%.

Segment drivers highlighted by the company

The company said both its transmission and metal forming segments contributed to the strong growth in Q3FY26. The update positioned the nine-month performance as consistent, with improvements across major financial parameters.

Operating profit, profitability signals, and annual profit growth

Separately, the operating profit for the latest quarter was stated at ₹128.559 crore. The quarterly trend table provided also shows operating profit of ₹135 crore for the December 2025 quarter, alongside an operating margin (OPM) of 16.5%.

On a full-year comparison cited in the provided data, profit rose 7.851% year-on-year, with latest-year profit at ₹290.6621 crore compared with ₹269.5033 crore in the previous year. The same note also mentioned that new government permits and increasing demand could support profit growth in the coming year.

Dividend, yield, and shareholder signals

The company pays a dividend of ₹20 per share. The dividend yield was described as low at 1.1274%, while other data points in the provided information show dividend yield around 1.07% to 1.49% (TTM). One table also lists an ex-dividend date of 08/14/2025 and a payment date of 09/15/2025 for an annual dividend of ₹20.00.

Promoter holding and pledging

Promoter shareholding was stated at 34.83%, and pledging was stated at 0%. The same dataset also flags promoter holding as low.

Stock snapshot and valuation context shared in the update

As of February 6, 2026, the stock was stated to be trading at ₹1,875 per share, with a market capitalisation of ₹5,884 crore. The update also cited a price-to-earnings (P/E) ratio of 20 times, and compared it with a broader auto components sector P/E of 32 times. Additional snapshot metrics provided elsewhere in the information include: current price around ₹1,866, market cap around ₹5,951 crore, stock P/E 19.6, book value ₹626, and high/low of ₹2,097 and ₹1,080.

Board and governance updates: director and upcoming meeting

Alongside the results, the board recommended the reappointment of Dr. Vinay Balaji Naidu as a Non-Executive Independent Director, subject to shareholder approval. In a later update on board meeting scheduling, the board meeting earlier set for March 30 was rescheduled to May 2, 2026, to approve FY2025-26 audited results and to consider dividend.

Summary table of key reported metrics (normalized)

Why the update matters

The audited results and the unmodified auditor opinion add clarity on reported performance for the period ended December 31, 2025. The revenue and profit growth rates cited for Q3FY26 and 9M FY26 provide a measurable snapshot of operating momentum, while the dividend and promoter holding data highlight the company’s shareholder return stance and ownership profile.

The upcoming May 2, 2026 board meeting is a defined near-term event because it is scheduled to approve FY2025-26 audited results and consider dividend. For investors tracking corporate actions, the combination of audited results, board timelines, and dividend disclosures is often as important as the quarter’s numbers.

Conclusion

L G Balakrishnan & Bros’ audited Q3FY26 and nine-month results show double-digit revenue growth and higher profits versus the previous year’s comparable periods, alongside continued dividend payouts and zero promoter pledging. The next key milestone disclosed is the May 2, 2026 board meeting to approve FY2025-26 audited results and consider dividend.