⚡ 18.55/share dividend… but was REC’s Q4 really as strong as the headline suggests?
At first glance, the numbers look solid.
But underneath, this was **more steady than spectacular.**
Here’s the real picture 👇
✅ FY26 Net Profit at **₹16,282 Cr**, up ~3.6% YoY
✅ Loan book expanded to **₹5.84 lakh Cr**
✅ EPS improved to **₹61.71**
✅ Total FY26 Dividend declared at **₹18.55/share** — a big support for yield investors
**But Q4 had mixed signals:**
📌 PAT came in at **₹3,362 Cr**, down sequentially
📌 Profit before tax softened QoQ
📌 No major earnings surprise despite healthy headline numbers
💡 **Honest take:**
This was not a blockbuster quarter.
The bigger story remains REC’s **dividend strength + long-term power financing opportunity**, rather than a dramatic earnings beat.
For long-term investors, the yield story stays attractive.
For traders looking for a knockout quarter — this may have been just okay.
**Question for investors:**
Is REC still a dividend compounder to hold… or is the easy rerating already behind us?
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*Not investment advice. For informational purposes only.*
