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CLC Industries Ltd

| Quarterly Financial Results Q3 FY 2025-26

BEARISH SENTIMENT

Report Source

22nd Jan 26

Summary : CLC Industries reported a net loss with a qualified audit opinion and going concern warning, despite new promoters taking control and applying for trading resumption.

Quarterly Report Analysis & Insights

Financial Disclosures

  1. Total expenses: Rs. 3,745.85 Lakhs (Q3 FY26), Rs. 36,367.94 Lakhs (9M FY26).
  2. Cost of Materials Consumed: Rs. 2,296.11 Lakhs (Q3 FY26).
  3. Purchases: Rs. 235.41 Lakhs (Q3 FY26).
  4. Finance costs: Rs. 185.89 Lakhs (Q3 FY26).
  5. Employee benefit expenses: Rs. 38.45 Lakhs (Q3 FY26).
  6. Revenue from operations: Rs. 3,167.77 Lakhs (Q3 FY26), Rs. 35,146.58 Lakhs (9M FY26).
  7. Other income: Rs. 85.36 Lakhs (Q3 FY26), Rs. 346.99 Lakhs (9M FY26).
  8. Total Income: Rs. 3,253.13 Lakhs (Q3 FY26), Rs. 35,493.57 Lakhs (9M FY26).
  9. Paid-up equity share capital: Rs. 1,039.47 Lakhs.
  10. Net Worth: Rs. 126.90 Lakhs (Q3 FY26).
  11. Total Assets: Rs. 10,048.47 Lakhs (Q3 FY26).
  12. Total Liabilities: Rs. 10,048.47 Lakhs (Q3 FY26).
  13. Other equity: Rs. (38.52) Lakhs (Year ended 31-03-2025).
  14. Fixed deposit receipt lying with RP (Related Party).
  15. Standalone financial results are presented.

Corporate Overview

  1. Net loss for the quarter and nine months ended December 31, 2025.
  2. Qualified audit opinion due to unconfirmed fixed deposits.
  3. Auditor raised concerns about the company's ability to continue as a going concern.
  4. Company was under a resolution plan, indicating past financial distress and dependence on the Successful Resolution Applicants (SRA) for revival.
  5. Trading and Manufacturing of Cotton Bales and Cotton Yarn.
  6. Formal and procedural, reporting regulatory compliance and board decisions.
  7. Only one reportable segment: Trading and Manufacturing of Cotton Bales and Cotton Yarn.

Risk Factors

  1. Qualified audit opinion on financial results.
  2. Unconfirmed fixed deposits of Rs. 11.17 Lakhs.
  3. Material uncertainty about company's going concern.
  4. Company reported significant net loss for period.

Key Drivers

  1. New promoters assumed control of company.
  2. Successful resolution plan implemented for revival.
  3. Application for trading resumption submitted.
  4. Company aims for improved financial stability.

Auditor’s Report

  1. Qualified Opinion
  2. No confirmation of fixed deposits of Rs. 11.17 Lakhs was made available to us.
  3. Material uncertainty exists regarding the company's ability to continue as a going concern.
  4. First time occurrence of this audit qualification in the financial year.

Board Commentary

  1. Successful implementation of Resolution Plan by Manjeet Cotton Private Limited and Vitthal Corporation Limited consortium.
  2. New Promoters (SRA) assumed control with 95% shareholding.
  3. Formal re-classification of new and outgoing promoters as per SEBI and NCLT orders.
  4. Auditor's concern about going concern status.
  5. No shareholder complaints received or pending during the period.
  6. Compliance with four Labour Codes effective from November 21, 2025.

Corporate Governance

  1. Compliance with Code of Ethics issued by ICAI.
  2. Audit Committee reviewed financial results.
  3. Significant deficiencies in internal control identified by auditor.

Management Discussion & Analysis

Future Strategy

  1. New promoters (SRA) have assumed control, implying a new strategic direction.
  2. Application submitted for resumption of trading of equity shares.

Performance Drivers

  1. Successful implementation of the Resolution Plan by new promoters.
  2. Re-classification of promoters and change in control.

Risk Control Measures

  1. Management has taken full provision against the unconfirmed fixed deposits.

Critical Risks

  1. Material uncertainty regarding the company's ability to continue as a going concern.
  2. Unconfirmed fixed deposits of Rs. 11.17 Lakhs.
  3. Past financial distress leading to a resolution plan.
CLC Industries Ltd (SPENTEX) Quarterly Report Analysis & Insights | Dhanarthi