Shares of Integrated Industries Limited continued their impressive rally for the fifth consecutive session, hitting the 5% upper circuit at ₹26.62 for the second straight day following the company's outstanding financial performance for the quarter ended September 2025.
Remarkable Stock Performance Journey
The stock has demonstrated extraordinary multibagger characteristics over the long term, delivering an astonishing 5,300 percent returns over the past five years. However, the journey hasn't been without volatility, as the stock experienced a 35 percent decline during the last year. More recently, investors have witnessed a strong recovery with 36 percent gains in the last three months and 6.5 percent appreciation in the past month alone.
Quarterly Financial Highlights
The September quarter (Q2FY26) results revealed spectacular growth across all key financial parameters. The company reported a net profit of ₹29.9 crore, marking a substantial 104 percent increase compared to ₹14.7 crore in the same quarter last year (Q2FY25).
Revenue from operations showed equally impressive growth, climbing 54 percent year-on-year to reach ₹286.9 crore versus ₹186.6 crore in the corresponding quarter of the previous fiscal year.
The operational efficiency metrics painted an even brighter picture. EBITDA more than doubled to ₹30.7 crore from ₹14.7 crore, representing a massive 109 percent surge. The EBITDA margin expanded significantly to 10.7 percent from 7.9 percent, indicating an improvement of 284 basis points in profitability.
Net profit margin also showed healthy expansion, improving to 10.4 percent compared to 7.9 percent in the year-ago quarter, representing a 255 basis points enhancement.
Half-Yearly Performance and Management Insights
For the six-month period ending September 2025, Integrated Industries maintained its strong growth trajectory. H1 FY26 net profit doubled to ₹54.7 crore from ₹27.4 crore in the previous year's first half. Revenue for the period stood at ₹536.7 crore, reflecting a robust 64 percent increase from ₹326.7 crore in H1 FY25.
EBITDA showed consistent improvement, rising 92 percent to ₹56.2 crore compared to ₹29.2 crore a year earlier. Margin expansion continued with H1 FY26 EBITDA margin improving to 10.5 percent from 8.9 percent, while net profit margin edged up to 10.2 percent from 8.4 percent in H1 FY25.
Commenting on the exceptional performance, Managing Director Saurabh Goyal attributed the strong results to multiple factors including demand recovery, enhanced distribution networks, and operational efficiencies. He highlighted that revenue grew by 54 percent year-on-year to ₹66.3 crore, while EBITDA witnessed an extraordinary surge of over 500 percent to ₹1.4 crore, and net profit increased by 137 percent to ₹2.1 crore.
Goyal emphasized that the consistent growth reflects robust consumer demand, operational excellence, and the successful integration of Nurture Well Foods, which continues to drive the company's biscuit and bakery portfolio. The company has strategically strengthened its distribution network across North India, expanded its export footprint, and accelerated capacity expansion to meet growing international demand, particularly from African and Middle Eastern markets.
Integrated Industries, established in 1995, specializes in manufacturing both organic and inorganic food products and bakery items. Through its subsidiary Nurture Well Foods Ltd, which was established in 2023, the company produces biscuits and cookies under popular brands including RICHLITE, FUNTREAT, and CRAZY CRUNCH. The subsidiary operates a state-of-the-art automated facility located in Neemrana, Rajasthan, boasting an impressive production capacity of 3,400 MT per month.
With a strong brand portfolio and continuously improving margins, Integrated Industries appears well-positioned to sustain its growth momentum and create enhanced value for all stakeholders in the coming quarters.
