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Modis Navnirman H1 FY27 Revenue Up 53% YoY to ₹127.64 Cr; PAT Rises 59% to ₹19.08 Cr
Modis Navnirman released its investor presentation for Q2 & H1 FY27, reporting strong operating momentum with H1 revenue rising 53% YoY to ₹127.64 Cr. EBITDA grew 63% YoY to ₹26.19 Cr with margins expanding to 20.5%, while PAT increased 59% YoY to ₹19.08 Cr. Q2 FY27 standalone revenue came in at ₹69.38 Cr with PAT of ₹10.54 Cr. The company reported a total revenue potential of ₹661 Cr from ongoing projects, including ₹156 Cr of unrecognized revenue from committed sales and ₹505 Cr from unsold units.
Confidence: HIGH
What changedSubmission of the Q2 & H1 FY27 investor presentation showcasing a 53% YoY surge in revenue and detailed project-level revenue visibility.
Why it mattersDemonstrates robust operational execution in Mumbai's redevelopment micro-markets and provides strong forward earnings visibility with a ₹661 Cr ongoing project pipeline relative to ₹248 Cr TTM revenue.
H1 FY27 Revenue: ₹127.64 CrH1 FY27 PAT: ₹19.08 CrTotal Ongoing Revenue Potential: ₹661 CrRevenue Potential vs TTM Revenue: ~266.5%H1 FY27 Sales Value Booked: ₹202 Cr
📅 Short termMarket sentiment should react positively to the 50%+ YoY expansion across revenue, EBITDA, and PAT metrics.
📈 Long termStrong execution in Western Mumbai redevelopment projects with an asset-light, low-debt approach underpins structural earnings compounding, provided project execution remains on schedule.
⚠ Risk flags
- Execution and municipal approval delays in Mumbai (BMC/RERA timelines)
- Concentration of projects largely within Mumbai western suburbs (Malad, Borivali, Kandivali)
Key Highlights
H1 FY27 revenue grew 53% YoY to ₹127.64 Cr, compared to ₹83.39 Cr in H1 FY26
EBITDA increased 63% YoY to ₹26.19 Cr, expanding margins from 19.2% to 20.5%
H1 FY27 PAT rose 59% YoY to ₹19.08 Cr; EPS rose 59% to ₹9.72
Future revenue visibility stands at ₹661 Cr across ongoing projects, with ₹202 Cr sales booked in H1 FY27
Active development portfolio spans 12.11 lakh sq. ft. ongoing and 10.50 lakh sq. ft. in upcoming launches
👀 What to Watch
Track the construction milestones and delivery timelines for key projects (Rashmi Signature and Rashmi Square) targeted for completion by 2027, along with revenue recognition pace from the ₹156 Cr committed sales pipeline.
H1 FY27 PAT Up 59% to ₹19.08 Cr, Revenue Up 53% to ₹127.64 Cr
Modis Navnirman announced strong H1 FY27 results, reporting revenue of ₹127.64 crore (up 53.06% YoY) and net profit of ₹19.08 crore (up 59.0% YoY). For Q2 FY27, revenue rose 19.08% QoQ to ₹69.38 crore, while PAT expanded 23.41% QoQ to ₹10.54 crore. Sales volume for the half-year stood at 78,560 sq. ft., driven by redevelopment demand. Additionally, a new redevelopment project was secured, expanding the total under development and pipeline footprint to 22.61 lakh sq. ft.
Confidence: HIGH
What changedModis Navnirman reported accelerated earnings growth for Q2 and H1 FY27, alongside adding a new redevelopment project to its pipeline.
Why it mattersThe company demonstrated operating leverage with PAT growing faster than revenue, supported by strong pre-sales in the Mumbai redevelopment market.
H1 FY27 Revenue: ₹127.64 CrH1 FY27 PAT: ₹19.08 CrH1 FY27 EBITDA Margin: 20.52%Total Active + Pipeline Area: 22.61 lakh sq. ft.H1 FY27 Sales Area: 78,560 sq. ft.
📅 Short termThe strong sequential and year-on-year growth across revenue, margins, and pre-sales is likely to be viewed positively by the market.
📈 Long termA development pipeline of 22.61 lakh sq. ft. provides revenue visibility over multi-year cycles, contingent on regulatory clearances and timely construction delivery.
⚠ Risk flags
- Dependency on BMC approvals and municipal redevelopment regulations.
- Raw material price volatility (steel/cement) impacting operating margins.
- Execution and delivery risks typical to Mumbai urban redevelopment.
Key Highlights
H1 FY27 revenue rose 53.06% YoY to ₹127.64 crore, while PAT grew 59% YoY to ₹19.08 crore.
Q2 FY27 revenue reached ₹69.38 crore with PAT of ₹10.54 crore, growing 19.08% and 23.41% QoQ respectively.
EBITDA margin expanded 127 bps YoY to 20.52% in H1 FY27 (EBITDA at ₹26.19 crore).
Pre-sales reached 78,560 sq. ft. in H1 FY27, with Q2 contributing 34,560 sq. ft.
Pipeline expanded to 5 upcoming projects (10.50 lakh sq. ft.), bringing total ongoing plus pipeline footprint to 22.61 lakh sq. ft.
👀 What to Watch
Monitor the pace of regulatory approvals (BMC/RERA) and execution timelines across its 6 ongoing and 5 upcoming redevelopment projects.
Modis Navnirman Q2 PAT Doubles YoY to ₹10.45 Cr; Revenue Up 83% to ₹69.38 Cr
Modis Navnirman reported a robust Q2 FY27 performance with standalone revenue from operations surging 83.3% YoY to ₹69.38 Cr (₹6,938.32 lakhs) compared to ₹37.85 Cr in Q2 FY26. Standalone net profit for the quarter doubled to ₹10.45 Cr (₹1,044.70 lakhs) from ₹5.20 Cr in the year-ago period, driving basic EPS to ₹5.33 vs ₹2.66. For H1 FY27, revenue reached ₹127.64 Cr with PAT of ₹19.06 Cr, driven by strong execution across its Mumbai redevelopment projects. However, operating cash flows for the half-year remained negative at -₹16.51 Cr, funded via an increase in short-term borrowings.
Confidence: HIGH
What changedModis Navnirman declared its financial results for Q2 and H1 FY27, reporting sharp YoY revenue and profit expansion.
Why it mattersDemonstrates strong operational delivery and scale post-merger, though the rising working capital demand and short-term debt require monitoring.
Q2 Standalone Revenue: ₹6,938.32 lakhsQ2 Standalone PAT: ₹1,044.70 lakhsQ2 EPS (Basic): ₹5.33H1 Standalone Revenue: ₹12,764.21 lakhsH1 Operating Cash Flow: -₹1,650.82 lakhs
📅 Short termStrong earnings print is likely to be viewed positively by the market as net profit doubled YoY, supported by sequential growth over Q1.
📈 Long termExecution capability in Mumbai redevelopment projects remains strong, supporting growth ambitions; sustainable cash generation remains key to reducing leverage.
⚠ Risk flags
- Negative operating cash flows of -₹16.51 Cr in H1 FY27
- Sharp increase in short-term borrowings from ₹5.62 Cr to ₹24.00 Cr
Key Highlights
Q2 revenue from operations jumped 83.3% YoY to ₹69.38 Cr vs ₹37.85 Cr in Q2 FY26
Q2 net profit grew 100.7% YoY to ₹10.45 Cr against ₹5.20 Cr in the previous year's quarter
H1 FY27 net profit reached ₹19.06 Cr, surpassing the entire FY25 profit of ₹12.25 Cr
Current borrowings rose to ₹24.00 Cr as of Sep 30, 2026, from ₹5.62 Cr in March 2026
Net cash flow from operating activities stood at -₹16.51 Cr for H1 FY27
👀 What to Watch
Track cash conversion and operating cash flow normalization in upcoming quarters alongside delivery milestones for key redevelopment mandates.
Modison Q2 FY27 PAT Jumps 100% YoY to Rs 23.29 Cr; Declares Rs 4 Interim Dividend
Modison Limited reported a strong Q2 FY27 consolidated revenue of Rs 279.03 Cr, marking a 92.2% YoY growth compared to Rs 145.16 Cr in Q2 FY26. Consolidated PAT for the quarter doubled (+99.7% YoY) to Rs 23.29 Cr against Rs 11.66 Cr in the year-ago period, though sequential PAT softened 31.2% from Rs 33.84 Cr in Q1 FY27. For H1 FY27, net profit stood at Rs 57.13 Cr compared to Rs 16.47 Cr in H1 FY26. The Board also declared an interim dividend of Rs 4 per share (400% on face value Rs 1) with a record date of October 23, 2026.
Confidence: HIGH
What changedModison reported its Q2 and H1 FY27 results and declared an interim dividend of Rs 4 per share.
Why it mattersDemonstrates sustained top-line scale (>Rs 270 Cr quarterly run rate) compared to FY26 levels, reflecting market share gains in switchgear electrical contacts.
Q2 Consolidated Revenue: Rs 27,902.59 LakhsQ2 Consolidated PAT: Rs 2,328.89 LakhsInterim Dividend per share: Rs 4/-Record Date: October 23, 2026H1 FY27 Revenue vs TTM Revenue: ~65.0%
📅 Short termMarket sentiment should react positively to the 100% YoY profit expansion and healthy interim dividend payout ahead of the October 23 record date.
📈 Long termScale indicates strong industry demand across HV/LV switchgear segments; sustainability hinges on managing raw material inflation and customer concentration.
⚠ Risk flags
- High raw material dependence with raw materials consumed surging to Rs 266.64 Cr
- Sequential contraction in PAT from Rs 33.84 Cr in Q1 FY27 to Rs 23.29 Cr in Q2 FY27
Key Highlights
Q2 FY27 consolidated revenue up 92.2% YoY to Rs 279.03 Cr (vs Rs 145.16 Cr)
Consolidated PAT rose 99.7% YoY to Rs 23.29 Cr from Rs 11.66 Cr in Q2 FY26
H1 FY27 revenue reached Rs 549.49 Cr, up 96.7% YoY from Rs 279.30 Cr
Declared an interim dividend of Rs 4/- per share (400%) with record date October 23, 2026
Basic EPS for Q2 FY27 stood at Rs 7.18 per share vs Rs 3.59 YoY
👀 What to Watch
Track the upcoming Q3 FY27 operational performance and margin trajectory to observe if the elevated raw material costs (Rs 266.64 Cr consumed) compress operating margins.
Modison Q2 FY27 PAT Jumps 100% YoY to Rs 23.29 Cr; Declares Rs 4 Interim Dividend
Modison Limited reported a strong Q2 FY27 consolidated revenue of Rs 279.03 Cr, marking a 92.2% YoY growth compared to Rs 145.16 Cr in Q2 FY26. Consolidated PAT for the quarter doubled (+99.7% YoY) to Rs 23.29 Cr against Rs 11.66 Cr in the year-ago period, though sequential PAT softened 31.2% from Rs 33.84 Cr in Q1 FY27. For H1 FY27, net profit stood at Rs 57.13 Cr compared to Rs 16.47 Cr in H1 FY26. The Board also declared an interim dividend of Rs 4 per share (400% on face value Rs 1) with a record date of October 23, 2026.
Confidence: HIGH
What changedModison reported its Q2 and H1 FY27 results and declared an interim dividend of Rs 4 per share.
Why it mattersDemonstrates sustained top-line scale (>Rs 270 Cr quarterly run rate) compared to FY26 levels, reflecting market share gains in switchgear electrical contacts.
Q2 Consolidated Revenue: Rs 27,902.59 LakhsQ2 Consolidated PAT: Rs 2,328.89 LakhsInterim Dividend per share: Rs 4/-Record Date: October 23, 2026H1 FY27 Revenue vs TTM Revenue: ~65.0%
📅 Short termMarket sentiment should react positively to the 100% YoY profit expansion and healthy interim dividend payout ahead of the October 23 record date.
📈 Long termScale indicates strong industry demand across HV/LV switchgear segments; sustainability hinges on managing raw material inflation and customer concentration.
⚠ Risk flags
- High raw material dependence with raw materials consumed surging to Rs 266.64 Cr
- Sequential contraction in PAT from Rs 33.84 Cr in Q1 FY27 to Rs 23.29 Cr in Q2 FY27
Key Highlights
Q2 FY27 consolidated revenue up 92.2% YoY to Rs 279.03 Cr (vs Rs 145.16 Cr)
Consolidated PAT rose 99.7% YoY to Rs 23.29 Cr from Rs 11.66 Cr in Q2 FY26
H1 FY27 revenue reached Rs 549.49 Cr, up 96.7% YoY from Rs 279.30 Cr
Declared an interim dividend of Rs 4/- per share (400%) with record date October 23, 2026
Basic EPS for Q2 FY27 stood at Rs 7.18 per share vs Rs 3.59 YoY
👀 What to Watch
Track the upcoming Q3 FY27 operational performance and margin trajectory to observe if the elevated raw material costs (Rs 266.64 Cr consumed) compress operating margins.
Modison Q1 PAT jumps 605% YoY to ₹33.8 cr; Divests non-material subsidiary to promoters
Modison Limited reported a robust Q1 FY27 with revenue from operations doubling to ₹270.47 cr, a 101.6% increase compared to ₹134.14 cr in Q1 FY26. Net profit surged to ₹33.84 cr from ₹4.80 cr in the year-ago period, reflecting strong operational leverage despite a small exceptional loss of ₹27.70 lakhs related to silver hedging. The company also announced the divestment of its 100% stake in Modison HV Private Limited to promoters for ₹27.68 lakhs, which is considered non-material as the subsidiary had zero revenue in FY26.
Confidence: HIGH
What changedModison reported a massive year-on-year jump in quarterly earnings and initiated the sale of a non-operational subsidiary to its promoters.
Why it mattersThe sharp growth in revenue and profitability indicates strong demand in the electrical switchgear segment; the divestment simplifies the corporate structure by removing a non-performing entity.
Revenue (Q1 FY27): ₹270.47 crNet Profit (Q1 FY27): ₹33.84 crYoY Revenue Growth: 101.6%YoY PAT Growth: 605%Divestment Consideration: ₹27.68 lakhs
📅 Short termThe stock is likely to react positively to the significant earnings beat and the sharp improvement in EPS.
📈 Long termStructural growth depends on the company's ability to diversify into green energy and expand exports while managing high raw material price volatility.
⚠ Risk flags
- High sensitivity to global silver prices (80% of input costs)
- High client concentration (top 5 customers = 40-45% of income)
- Related-party transaction for subsidiary divestment
Key Highlights
Revenue from operations grew 101.6% YoY to ₹270.47 cr in Q1 FY27.
Net profit increased by 605% YoY to ₹33.84 cr from ₹4.80 cr in Q1 FY26.
Basic EPS for the quarter stood at ₹10.43, up from ₹1.48 in the previous year's corresponding quarter.
Divestment of 100% stake in Modison HV Private Limited for ₹27.68 lakhs to promoter group members Mr. Girdhari Lal Modi and Mr. Kumar Jay Modi.
Exceptional items for the quarter included a ₹38.96 lakh loss on silver hedging, partially offset by forward contract gains.
👀 What to Watch
Investors should monitor the sustainability of these elevated revenue levels and margins in subsequent quarters, particularly watching global silver price trends which account for 80% of input costs.
27.9% Revenue Growth in Q1 FY27; Modis Navnirman Reports Rs 8.54 Cr PAT
Modis Navnirman reported a strong Q1 FY27 with revenue increasing 27.9% YoY to Rs 58.26 Cr. Net profit (PAT) grew 25.8% YoY to Rs 8.54 Cr, supported by a massive 780% surge in area sold to 44,000 sq. ft. The company maintained a healthy EBITDA margin of 19.83% and secured one new redevelopment project during the quarter. With 12.11 lakh sq. ft. under construction and 10.50 lakh sq. ft. in the upcoming pipeline, the company shows strong revenue visibility.
Confidence: HIGH
What changedThe company released its Q1 FY27 financial results and investor presentation, showing significant YoY growth in sales volume and profitability.
Why it mattersThe results validate the company's redevelopment-led business model in Mumbai's western suburbs and demonstrate its ability to scale operations while maintaining double-digit margins.
Q1 Revenue: Rs 58.26 CrQ1 PAT: Rs 8.54 CrArea Sold: 44,000 Sq. Ft.Ongoing Projects Area: 12.11 lakh sq. ft.Q1 Revenue vs TTM Revenue: 24.37%EBITDA Margin: 19.83%
📅 Short termThe stock may react positively to the strong YoY growth in PAT and the significant jump in area sold, reflecting robust demand for its projects.
📈 Long termThe company has a substantial pipeline of 10.50 lakh sq. ft. which, if executed timely, supports a long-term growth trajectory in the Mumbai redevelopment market.
⚠ Risk flags
- Concentration risk in Mumbai western suburbs
- Potential delays in BMC approvals for new project phases
- Sensitivity to construction material price spikes (steel/cement)
Key Highlights
Revenue from operations increased 27.92% YoY to Rs 58.26 Cr
Profit After Tax (PAT) rose 25.81% YoY to Rs 8.54 Cr
Area sold surged 780% YoY to 44,000 sq. ft. in Q1 FY27
Ongoing project portfolio stands at 12.11 lakh sq. ft. across 6 active projects
Upcoming project pipeline expanded to 10.50 lakh sq. ft. across 5 projects
👀 What to Watch
Investors should track the execution progress of the 'Rashmi Icon' and 'Rashmi Avenue' projects, which are currently at the plinth stage, and monitor the conversion of the 10.50 lakh sq. ft. upcoming pipeline into active construction.
25.8% PAT Growth: Modis Navnirman Reports Strong Q1 FY27 Results and 780% Surge in Area Sold
Modis Navnirman reported a robust Q1 FY27 with revenue growing 27.9% YoY to ₹58.26 crore, representing approximately 24.4% of its TTM revenue. Profit After Tax (PAT) rose 25.8% YoY to ₹8.54 crore, showing a sharp sequential recovery of 92% compared to Q4 FY26. A key operational highlight was the 780% YoY surge in area sold to 44,000 sq. ft., indicating strong demand for its Mumbai redevelopment projects. The company also secured one new redevelopment project, expanding its upcoming pipeline to 10.50 lakh sq. ft. across 5 projects.
Confidence: HIGH
What changedThe company reported its Q1 FY27 financial results, marking a significant sequential jump in profitability and a massive increase in sales volume (area sold).
Why it mattersThe results validate the company's redevelopment-led business model in Mumbai and provide strong revenue visibility through a growing project pipeline and steady construction progress.
Q1 Revenue: ₹58.26 crQ1 PAT: ₹8.54 crArea Sold: 44,000 sq. ft.Upcoming Pipeline: 10.50 lakh sq. ft.Q1 Revenue vs TTM Revenue: 24.37%
📅 Short termThe stock may see positive momentum due to the strong sequential PAT growth (92%) and the significant jump in sales velocity.
📈 Long termThe company's focus on Mumbai redevelopment and its transition toward the Main Board could attract institutional capital, supporting its 100% expected growth rate.
⚠ Risk flags
- EBITDA margin contraction of 250 bps YoY
- Dependency on BMC approvals for project phases
- Concentration in Mumbai's western suburbs
Key Highlights
Revenue from operations increased 27.92% YoY to ₹58.26 crore in Q1 FY27
Area sold surged 780% YoY to 44,000 sq. ft. during the quarter
Profit After Tax (PAT) grew 25.81% YoY to ₹8.54 crore, with Basic EPS rising to ₹4.36
Upcoming project pipeline reached 10.50 lakh sq. ft. across 5 projects
Ongoing projects cover 12.11 lakh sq. ft. with construction reaching the 22nd slab at Rashmi Square
👀 What to Watch
Investors should monitor the execution timeline of the 10.50 lakh sq. ft. upcoming pipeline and the impact of BMC approvals on revenue recognition. Watch for stabilization in EBITDA margins, which contracted slightly to 19.83% from 22.33% YoY.
Modis Navnirman Q1 FY27: Net Profit Rises 26% YoY to ₹8.58 Cr
Modis Navnirman Limited reported a strong start to FY27 with consolidated net profit growing 26.4% YoY to ₹8.58 Cr. Revenue from operations increased by 27.9% YoY to ₹58.26 Cr, reflecting steady execution in its Mumbai redevelopment portfolio. Sequentially, the performance was even stronger, with net profit nearly doubling from ₹4.41 Cr in the preceding March quarter. The company maintains a healthy EBITDA margin of approximately 20% as it operates on the Main Board following its migration from the SME platform.
Confidence: HIGH
What changedThe company has successfully transitioned to Ind AS reporting and the Main Board, showing significant scale-up in quarterly revenue and profitability compared to both the previous year and the previous quarter.
Why it mattersThe results validate the company's strategy of focusing on high-margin Mumbai redevelopment projects and its ability to maintain profitability (~20% EBITDA) despite the inherent complexities of the Mumbai real estate market.
Consolidated Net Profit (Q1 FY27): ₹8.58 CrRevenue from Operations (Q1 FY27): ₹58.26 CrYoY Profit Growth: 26.4%QoQ Profit Growth: 94.6%EBITDA Margin: 20.05%
📅 Short termThe stock is likely to react positively to the strong sequential (QoQ) profit jump and steady YoY growth.
📈 Long termThe company's debt-free status and specialized focus on Mumbai redevelopment provide a structural advantage, though long-term growth depends on timely project deliveries and new mandate wins.
⚠ Risk flags
- Regulatory delays in BMC approvals
- Sensitivity to construction material price inflation (estimated 10-15% impact)
- Concentration in Mumbai's western suburbs
Key Highlights
Consolidated Net Profit grew 26.4% YoY to ₹8.58 Cr from ₹6.79 Cr in Q1 FY26
Revenue from operations rose 27.9% YoY to ₹58.26 Cr compared to ₹45.54 Cr in the year-ago period
Standalone EBITDA stood at ₹11.68 Cr, representing a 14.5% increase over Q1 FY26
Basic EPS for the quarter improved to ₹4.36 from ₹3.47 in the corresponding previous quarter
Quarterly revenue represents approximately 24% of the total TTM revenue of ₹239 Cr
👀 What to Watch
Investors should monitor the progress of the ₹250 Cr redevelopment mandate won in January 2026 and watch for any delays in BMC approvals which are critical for revenue recognition in the third project phase.
₹3 per share final dividend; Modison Limited issues TDS guidelines for FY 2026-27
Modison Limited has issued a detailed communication to shareholders regarding the final dividend of ₹3 per equity share (300% of face value) declared for FY 2025-26. The dividend is subject to approval at the Annual General Meeting (AGM) scheduled for July 21, 2026. The company has outlined specific Tax Deducted at Source (TDS) procedures, including a 10% rate for resident individuals if the dividend exceeds ₹10,000, provided a valid PAN is linked to Aadhaar. Shareholders must submit tax-related documents by July 17, 2026, to ensure correct tax treatment.
Confidence: HIGH
What changedThe company has initiated the formal process for tax compliance and documentation for the distribution of its FY 2025-26 final dividend.
Why it mattersThis is a routine but necessary administrative step to ensure shareholders receive their net dividend income correctly and the company complies with the Indian Income Tax Act, 2025.
Final Dividend: ₹3 per shareDividend Percentage: 300%AGM Date: July 21, 2026TDS Submission Deadline: July 17, 2026TDS Threshold (Resident): ₹10,000
📅 Short termThe stock may see routine activity around the AGM and record date; investors should focus on the July 17 deadline for tax paperwork.
📈 Long termLimited; this is a standard procedural filing related to dividend distribution and does not impact the company's core operations or growth strategy.
Key Highlights
Final dividend of ₹3 per equity share (300% of face value ₹1) declared for FY 2025-26.
Annual General Meeting (AGM) to approve the dividend is scheduled for July 21, 2026.
Deadline for submitting tax exemption documents (Form 121, etc.) is July 17, 2026, by 5:00 PM.
TDS rate of 20% will be applied if a valid PAN is not provided or linked with Aadhaar.
Resident individuals are exempt from TDS if the total dividend paid during the year does not exceed ₹10,000.
👀 What to Watch
Shareholders should verify their PAN-Aadhaar linking status and submit relevant tax forms (like Form 121 for individuals) to the RTA, Purva Sharegistry, by July 17, 2026, to avoid higher tax deductions.
Modison Ltd Announces Rs 3.00 Final Dividend; Sets July 14 as Record Date for 43rd AGM
Modison Limited has scheduled its 43rd Annual General Meeting (AGM) for July 21, 2026, via video conferencing. The company has confirmed a recommended final dividend of Rs 3.00 per equity share (300% of face value) for FY 2025-26. The record date for determining dividend eligibility is July 14, 2026, with payment expected within seven days of the AGM approval. Shareholders can now access the full Annual Report for FY 2025-26 through the company's website.
Confidence: HIGH
What changedThe company has formalized the schedule for its 43rd AGM and established the record date for its FY 2025-26 final dividend.
Why it mattersThis confirms the timeline for a significant dividend payout (300% of face value) and provides shareholders with the full FY26 financial disclosures and voting rights on corporate resolutions.
Final Dividend: Rs 3.00Dividend as % of Face Value: 300%Dividend vs TTM EPS: ~13.4%Record Date: July 14, 2026AGM Date: July 21, 2026
📅 Short termThe stock may experience positive sentiment or price adjustments as it approaches the July 14 record date for the dividend.
📈 Long termLimited; this is a routine annual administrative and distribution event, though the dividend reflects healthy cash flow from FY26 operations.
Key Highlights
Final dividend of Rs 3.00 per equity share on a face value of Rs 1.00 (300% payout).
Record date for dividend eligibility and AGM voting is July 14, 2026.
43rd Annual General Meeting scheduled for July 21, 2026, at 5:30 PM IST.
Remote e-voting period set from July 17, 2026 (9:00 AM) to July 20, 2026 (5:00 PM).
Dividend to be paid within 7 days of the AGM, subject to shareholder approval.
👀 What to Watch
Investors should ensure their shares are in their demat accounts by the July 14 record date to qualify for the Rs 3.00 dividend. Review the Annual Report for management's outlook on green energy equipment and export expansion.
Modison Ltd Proposes ₹3.00 Final Dividend; FY26 Revenue Surges to ₹716 Cr
Modison Limited has released its FY 2025-26 Annual Report, proposing a final dividend of ₹3.00 per share (300%), which brings the total dividend for the year to ₹5.50. The company reported a significant jump in standalone revenue to ₹716 Cr in FY26 from ₹493 Cr in FY25, with PAT increasing nearly 3x to ₹72.55 Cr. Shareholders will vote on July 21, 2026, to approve these results and a material related party transaction with Modison Copper Private Limited for up to ₹80 Cr. The company maintains a strong ROCE of 31% and is pivoting toward green energy equipment.
Confidence: HIGH
What changedThe company has finalized its FY26 financial results, proposed a final dividend, and is seeking shareholder approval for a material related party transaction limit of ₹80 Cr.
Why it mattersThe substantial growth in revenue and profitability demonstrates strong demand in the electrical equipment sector, while the high dividend payout (550% total) indicates robust cash generation and shareholder reward focus.
FY26 Standalone Revenue: ₹716.00 CrFY26 Standalone PAT: ₹72.55 CrTotal FY26 Dividend: ₹5.50 per shareProposed RPT Limit: ₹80 CrRPT vs TTM Revenue: 11.26%Net Worth (Mar 2026): ₹274.79 Cr
📅 Short termThe stock may see positive sentiment in the coming weeks due to the strong earnings performance and the announcement of a ₹3.00 final dividend.
📈 Long termLong-term growth depends on the successful expansion into green energy and managing the high sensitivity to global silver prices, which constitute 80% of input costs.
⚠ Risk flags
- High input cost risk (Silver is 80% of costs)
- High client concentration (Top 5 customers = 40-45% of income)
- Material related party transactions
Key Highlights
Proposed final dividend of ₹3.00 per share, totaling ₹5.50 for FY26 including interim payments
Standalone revenue grew 45% YoY to ₹716.00 Cr in FY26 from ₹493.50 Cr in FY25
Profit After Tax (PAT) surged to ₹72.55 Cr in FY26 compared to ₹24.68 Cr in the previous year
Seeking approval for Related Party Transactions with Modison Copper Pvt Ltd up to ₹80 Cr
Earnings Per Share (EPS) increased significantly to ₹22.36 from ₹7.61 in FY25
👀 What to Watch
Investors should note the AGM date of July 21, 2026, for dividend approval and monitor the company's progress in diversifying into green energy equipment to reduce dependency on traditional switchgear OEMs.
Modison Ltd Proposes Rs 500 Cr Borrowing Limit and Rs 3.00 Final Dividend
Modison Limited has issued a notice for its 43rd AGM on July 21, 2026, seeking shareholder approval for several key financial resolutions. The board has recommended a final dividend of Rs 3.00 per share, bringing the total FY26 dividend to Rs 5.50. Crucially, the company is seeking to increase its borrowing limit to Rs 500 Cr, which is 1.8x its current net worth of Rs 274 Cr. Additionally, a material related party transaction with Modison Copper Private Limited for up to Rs 80 Cr is up for approval.
Confidence: HIGH
What changedThe company is formalizing its FY26 dividend distribution and seeking a substantial increase in its authorized debt capacity and related-party transaction limits.
Why it mattersThe increase in borrowing limit to Rs 500 Cr (from current debt of Rs 174 Cr) suggests a potential for major expansion or strategic shifts. The Rs 80 Cr RPT represents approximately 11% of TTM revenue, making it a material operational link.
Final Dividend: Rs 3.00 per shareProposed Borrowing Limit: Rs 500 CrBorrowing Limit vs Net Worth: 182.4%Related Party Transaction Limit: Rs 80 CrRPT vs TTM Revenue: 11.26%
📅 Short termThe stock may see positive sentiment due to the final dividend declaration and the clarity provided on the upcoming AGM agenda.
📈 Long termThe expanded borrowing headroom is a structural signal that the company is preparing for its next phase of growth, likely in green energy or high-voltage segments as per their stated strategy.
⚠ Risk flags
- Significant increase in potential leverage (limit is 1.8x net worth)
- Material related party transaction concentration (Rs 80 Cr)
Key Highlights
Proposed final dividend of Rs 3.00 per share (300%) on 3,24,50,000 equity shares.
Seeking approval for a new borrowing limit of Rs 500 Cr, significantly higher than current debt of Rs 174 Cr.
Material Related Party Transaction (RPT) with Modison Copper Private Limited proposed for up to Rs 80 Cr.
Total FY26 dividend payout stands at Rs 5.50 per share including the Rs 2.50 interim dividend already paid.
AGM scheduled for July 21, 2026, to be held via Video Conferencing.
👀 What to Watch
Investors should monitor the AGM voting results, specifically the approval of the Rs 500 Cr borrowing limit, as this indicates management's readiness for significant future capital expenditure. Additionally, review the terms of the Rs 80 Cr related party transaction to ensure arm's length pricing.
Modison Ltd Sets July 14 as Record Date for Rs 3 Final Dividend
Modison Limited has fixed July 14, 2026, as the record date to determine shareholder eligibility for a final dividend of Rs. 3 per equity share for FY 2025-26. The dividend is based on a face value of Rs. 1 per share, representing a 300% payout. This distribution is subject to shareholder approval at the upcoming Annual General Meeting (AGM). If approved, the company intends to complete the payment within seven days of the AGM date.
Key Highlights
Record date for final dividend eligibility fixed for July 14, 2026.
Recommended final dividend of Rs. 3 per equity share of face value Rs. 1.
Dividend payout is for the financial year 2025-26.
Payment to be disbursed within 7 days post-approval at the Annual General Meeting.
👀 What to Watch
Investors seeking to receive the dividend should ensure they purchase or hold the stock before the ex-dividend date, which typically falls one business day prior to the July 14 record date.
Modison Limited Sets July 14 as Record Date for 300% Dividend and 43rd AGM
Modison Limited has scheduled its 43rd Annual General Meeting (AGM) for July 21, 2026. The company has fixed July 14, 2026, as the record date to determine eligibility for a recommended dividend of Rs. 3 per equity share (300% of face value) for FY 2025-26. If approved by shareholders at the AGM, the dividend will be paid within seven days. Additionally, July 14, 2026, serves as the cut-off date for determining voting rights for the meeting resolutions.
Key Highlights
Recommended dividend of 300% amounting to Rs. 3 per equity share of Rs. 1 face value.
Record date for dividend entitlement and AGM voting eligibility is July 14, 2026.
43rd Annual General Meeting (AGM) to be held on July 21, 2026, via video conferencing.
Dividend payment to be processed within 7 days of shareholder approval at the AGM.
Cut-off date for e-voting on AGM resolutions is fixed for July 14, 2026.
👀 What to Watch
Investors interested in the Rs. 3 per share dividend should ensure they hold the stock before the record date of July 14, 2026. Shareholders should also review the AGM notice for other corporate governance matters and participate in the e-voting process.
Aegis Investment Fund PCC Acquires 2.33% Stake in Modis Navnirman via Open Market
Aegis Investment Fund PCC has increased its stake in Modis Navnirman Limited by acquiring 457,142 equity shares through the open market. This acquisition, which took place on June 3, 2026, represents 2.33% of the company's total share capital. Consequently, the fund's total holding has risen from 6.09% to 8.42%. The company clarified that while the filing was delayed on the NSE due to technical issues, it was successfully submitted to the BSE within the prescribed timeline.
Key Highlights
Aegis Investment Fund PCC acquired 457,142 shares, equivalent to a 2.33% stake in the company.
The acquisition was executed via the open market on June 3, 2026.
Total shareholding of the acquirer increased from 1,192,348 shares (6.09%) to 1,649,490 shares (8.42%).
The disclosure was filed under Regulation 29(2) of SEBI (Substantial Acquisition of Shares and Takeovers) Regulations, 2011.
👀 What to Watch
Investors should note the increased institutional interest as a positive signal of confidence in the company's prospects. It is advisable to monitor further accumulation or any potential changes in promoter holding.
Modis Navnirman Secures Khar West Redevelopment Project with ₹250 Crore GDV
Modis Navnirman Limited has been appointed as the developer for the redevelopment of Neel Kiran Co-operative Housing Society Ltd. in the premium Khar West locality of Mumbai. This project is expected to add approximately ₹250 crore to the company's Gross Development Value (GDV) pipeline. The selection marks a strategic expansion into one of Mumbai's most sought-after residential markets. The project is currently subject to the execution of definitive documentation and necessary regulatory approvals.
Key Highlights
Selected as the redevelopment partner for Neel Kiran CHSL in Khar West, Mumbai.
The project adds an estimated ₹250 crore to the company's Gross Development Value (GDV) pipeline.
Expands the company's presence into the premium residential segment of Mumbai's western suburbs.
The mandate was secured through a competitive selection process by the society members.
Project realization is subject to definitive documentation and requisite government approvals.
👀 What to Watch
Investors should view this as a positive growth development that strengthens the company's project pipeline in high-margin areas. Monitor for updates regarding the execution of definitive agreements and the commencement of construction.
Modison Ltd Recommends Rs 3.00 Final Dividend (300%) for FY 2025-26
Modison Limited has announced a significant final dividend of Rs 3.00 per equity share for the financial year ended March 31, 2026, which represents a 300% payout on the face value of Rs 1. The Board also approved the audited standalone and consolidated financial results for the full year, with the auditors providing an unmodified opinion. Additionally, the company has re-appointed M/s. N. Ritesh & Associates as Cost Auditors for the 2026-27 fiscal year. The dividend remains subject to shareholder approval at the upcoming 43rd Annual General Meeting.
Key Highlights
Recommended a final dividend of Rs 3.00 per equity share (300% of face value) for FY 2025-26.
Approved audited standalone and consolidated financial results for the quarter and year ended March 31, 2026.
Auditors issued an un-modified opinion on the financial statements, ensuring reporting reliability.
Re-appointed M/s. N. Ritesh & Associates as Cost Auditors for the financial year ending March 31, 2027.
👀 What to Watch
Investors should look out for the announcement of the record date to ensure eligibility for the Rs 3.00 dividend. The high dividend payout ratio suggests a strong cash position and commitment to shareholder returns.
Modison Ltd Recommends ₹3.00 Final Dividend; Approves FY26 Audited Results
Modison Limited has approved its audited financial results for the quarter and full year ending March 31, 2026. A major highlight for shareholders is the recommendation of a final dividend of ₹3.00 per equity share, representing a 300% payout on the face value of ₹1. The auditors have issued an unmodified opinion on the financial statements, ensuring reporting transparency. Additionally, the company has re-appointed its cost auditors for the 2026-27 fiscal year to maintain regulatory compliance.
Key Highlights
Recommended a final dividend of ₹3.00 per equity share (300% of face value) for FY 2025-26
Approved audited standalone and consolidated financial results for the year ended March 31, 2026
Statutory auditors issued an unmodified opinion on the financial results
Re-appointed M/s. N. Ritesh & Associates as Cost Auditors for the financial year 2026-27
👀 What to Watch
Investors should track the upcoming record date to ensure eligibility for the ₹3.00 per share dividend. The high dividend payout ratio reflects management's confidence in the company's cash flow and commitment to returning value to shareholders.
Modis Navnirman FY26 Revenue Jumps 84% to ₹189 Cr; Remains Debt-Free
Modis Navnirman reported a robust FY26 with revenue growing 84% YoY to ₹189 crores and PAT increasing 26% to ₹29.14 crores. The company successfully migrated to the Main Board of NSE and BSE while maintaining a debt-free balance sheet. Operational highlights include the delivery of 7.25 lakh sq ft and a strong pipeline of 12.5 lakh sq ft under construction. Management highlighted healthy sales momentum with average realizations between ₹25,000-₹27,000 per sq ft in key Mumbai micro-markets.
Key Highlights
Revenue from operations surged 84% YoY to ₹189 crores in FY26
Profit After Tax (PAT) grew 26% to ₹29.14 crores with an EPS of ₹14.89
Company remains debt-free with 12.5 lakh sq ft currently under construction
Successfully migrated from BSE SME to the Main Board of both BSE and NSE
Total project portfolio of 7.5 lakh sq ft has 4.92 lakh sq ft already booked
👀 What to Watch
Investors should monitor the timely delivery of the 12.5 lakh sq ft under-construction pipeline as it will drive future revenue recognition. The debt-free status and mainboard migration provide a strong foundation for potential institutional interest.
