Trident yarn profit reaches Rs 191.19 crore in September quarter

Trident Limited reported standalone yarn segment profit of Rs 191.19 crore for the quarter ended September 30, 2026, up from Rs 47.24 crore a year earlier, while towel profit fell to Rs 34.04 crore and paper and chemicals profit declined to Rs 34.27 crore. Yarn became the largest contributor to total segment profit of Rs 296.14 crore.

How did Trident’s segment profits change in the September 2026 quarter?

Trident’s total segment profit rose to Rs 296.14 crore in the quarter ended September 30, 2026, from Rs 187.15 crore in the quarter ended September 30, 2025. The company defines segment result as profit before finance costs, exceptional items and tax, and before other unallocable expenditure net of unallocable income.

Yarn supplied Rs 191.19 crore of the quarterly segment result, compared with Rs 47.24 crore a year earlier. Bedsheets profit also increased to Rs 36.64 crore from Rs 19.01 crore, whereas towel profit fell to Rs 34.04 crore from Rs 77.85 crore and paper and chemicals profit declined to Rs 34.27 crore from Rs 43.05 crore.

The Rs 108.99 crore increase in combined segment profit was therefore driven by yarn and bedsheets, despite declines in two of the four reported operating segments. The filing provides no explanation of the movements in segment profits, including no separate disclosure of prices, volumes, input costs or product mix.

Why did yarn become Trident’s largest profit segment?

Yarn became Trident’s largest reported profit segment because its Rs 191.19 crore September-quarter result exceeded the Rs 104.95 crore combined profit of towel, bedsheets and paper and chemicals. In the September 2025 quarter, yarn profit of Rs 47.24 crore was below towel profit of Rs 77.85 crore, reversing the ranking over 12 months.

Yarn segment revenue increased to Rs 1,018.96 crore in the September 2026 quarter from Rs 923.64 crore a year earlier, a rise of Rs 95.32 crore. The increase in reported yarn profit, at Rs 143.95 crore, was larger than the revenue increase, but the announcement does not identify the factors behind that relationship.

Yarn also improved from the immediately preceding quarter. Its segment profit rose from Rs 145.83 crore in the quarter ended June 30, 2026 to Rs 191.19 crore in the September quarter, while segment revenue increased from Rs 954.16 crore to Rs 1,018.96 crore. Yarn segment assets declined to Rs 2,803.17 crore at September 30, 2026 from Rs 3,021.19 crore at June 30, 2026.

Which Trident segments recorded lower profits?

Towel and paper and chemicals recorded lower year-on-year segment profits in the September 2026 quarter. Towel revenue fell to Rs 568.98 crore from Rs 721.70 crore, while its profit declined by Rs 43.81 crore to Rs 34.04 crore; paper and chemicals revenue increased to Rs 287.90 crore from Rs 246.89 crore even as its profit fell by Rs 8.78 crore.

The sequential comparisons differed between those two businesses. Towel profit rose from Rs 26.31 crore in the June 2026 quarter to Rs 34.04 crore in the September quarter, but remained below the Rs 77.85 crore reported a year earlier. Paper and chemicals profit fell from Rs 52.39 crore in June 2026 to Rs 34.27 crore in September 2026.

Bedsheets delivered both revenue and profit growth in the year-on-year comparison. Its revenue rose to Rs 310.64 crore from Rs 260.98 crore, and its segment profit increased to Rs 36.64 crore from Rs 19.01 crore. Towel remained the second-largest segment by September-quarter revenue at Rs 568.98 crore, behind yarn’s Rs 1,018.96 crore.

What do Trident’s half-year segment results show?

Trident’s total segment profit for the half year ended September 30, 2026 rose to Rs 571.22 crore from Rs 422.08 crore in the corresponding 2025 period. Yarn contributed Rs 337.02 crore, compared with Rs 117.31 crore a year earlier, accounting for a Rs 219.71 crore increase that exceeded the overall gain.

Towel’s first-half segment profit declined to Rs 60.35 crore from Rs 124.72 crore, while paper and chemicals profit fell to Rs 86.66 crore from Rs 116.39 crore. Bedsheets profit rose to Rs 87.19 crore from Rs 63.66 crore during the same six-month comparison.

The half-year segment-revenue total includes inter-segment revenue of Rs 875.57 crore, compared with Rs 771.33 crore in the prior-year period. After eliminating that revenue, standalone revenue from operations was Rs 3,498.67 crore, compared with Rs 3,485.40 crore, so total segment revenue should not be treated as external revenue.

How did the segment shift affect Trident’s standalone earnings?

Trident’s standalone profit before tax increased to Rs 227.22 crore in the September 2026 quarter from Rs 125.25 crore a year earlier, following the rise in total segment profit. Finance costs increased to Rs 32.36 crore from Rs 24.68 crore, while other unallocable expenditure net of unallocable income decreased to Rs 36.56 crore from Rs 37.22 crore.

Standalone net profit after tax rose to Rs 170.63 crore from Rs 92.41 crore in the year-earlier quarter. Revenue from operations declined to Rs 1,716.99 crore from Rs 1,785.17 crore, while total expenses fell to Rs 1,507.52 crore from Rs 1,678.21 crore.

For the half year ended September 30, 2026, standalone profit before tax was Rs 436.42 crore against Rs 311.89 crore in the prior-year period, and net profit after tax was Rs 323.56 crore against Rs 231.77 crore. Finance costs for the six months increased to Rs 62.17 crore from Rs 55.84 crore.

Conclusion

Trident’s September 2026 standalone segment data show a marked change in its earnings mix. Yarn’s Rs 191.19 crore quarterly segment profit, up from Rs 47.24 crore, was the main contributor to the Rs 296.14 crore total, while bedsheets also improved and towel and paper and chemicals reported lower profits than a year earlier.

The next disclosed comparison will show whether yarn can sustain its Rs 337.02 crore first-half segment profit and whether towel can reverse its revenue decline to Rs 1,202.99 crore from Rs 1,354.76 crore in the prior-year half. The filing does not disclose segment targets, pricing plans, volume plans or a timetable for improvement in towel or paper and chemicals.