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Latest filing: 2026-09-03 10:23
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9 announcements match the current filters (relevance ≥ 5).
Lehar Footwears Expands Sports Footwear Capacity by 150% to 2.5 Lakh Pairs/Month at Kundli
Lehar Footwears has commenced commercial operations at its new sports footwear manufacturing facility in Kundli, Haryana. The facility increases its sports shoe capacity by 150% from 1.0 lakh to 2.5 lakh pairs per month, with a future phased expansion target of 5.0 lakh pairs per month. The plant incorporates 5th-generation automated manufacturing lines and an in-house design studio to cater to its 'RANNR' brand and OEM contracts. This expansion supports the company's strategic push into higher-margin athleisure and sports footwear segments.
Confidence: HIGH
What changedCommercial operations commenced at the new Kundli (Haryana) sports shoe plant, expanding monthly sports footwear capacity from 1.0 lakh to 2.5 lakh pairs.
Why it mattersEnhances product mix toward higher-value sports and athleisure footwear, positioning the company to capture domestic and international OEM demand and improve operating margins beyond mass-market EVA/PVC products.
Capacity increase: 150%Current sports shoe capacity: 2.5 lakh pairs per monthPlanned phased capacity: 5.0 lakh pairs per monthPrevious capacity: 1.0 lakh pairs per month
📅 Short termPositive operational milestone confirming commissioning of the Kundli facility, likely supporting volume growth in the sports shoe division in H2.
📈 Long termHelps shift product mix from lower-margin mass-market footwear to higher-realization sports shoes and OEM manufacturing, which could aid margin expansion.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Ramp-up and capacity utilization risk for the new facility
- Intense competition in the sports footwear and OEM manufacturing segment
Key Highlights
Sports footwear manufacturing capacity increased by 150% from 1.0 lakh to 2.5 lakh pairs per month
Phased expansion plan to scale Kundli facility capacity up to 5.0 lakh pairs per month
Facility features 5th-generation automated lines and an integrated design studio targeting OEM and 'RANNR' brand production
Expansion supports the company's wider distribution footprint of 520+ distributors across 27 states and exports to 20+ countries
👀 What to Watch
Track capacity utilization ramp-up at Kundli, OEM customer onboarding, and revenue contribution from the higher-margin RANNR sports footwear range in upcoming quarterly results.
Lehar Footwears to Scale Kundli Capacity 5x to 5 Lakh Pairs/Month by Sept 2027
Lehar Footwears released its FY26 Annual Report, highlighting a 55% revenue jump to ₹431 crore compared to FY25. The company is currently executing a ₹298 crore toolkit order under the PM Vishwakarma Scheme, which accounts for approximately 69% of its TTM revenue. A major strategic shift is underway with the phased expansion of the Kundli facility to produce 5 lakh pairs of sports shoes per month by September 2027. The company has also fixed September 03, 2026, as the record date for its final dividend.
Confidence: HIGH
What changedThe company has formalized its growth roadmap in the FY26 Annual Report, confirming specific capacity expansion targets and dividend timelines.
Why it mattersThe shift toward higher-margin sports shoes (RANNR brand) and large-scale government contracts represents a significant diversification from its traditional mass-market open footwear business.
FY26 Revenue: ₹431 CrNSIC Order Value: ₹298 CrOrder vs TTM Revenue: 69.1%Target Kundli Capacity: 5,00,000 pairs/monthDividend Record Date: September 03, 2026
📅 Short termThe stock may see routine activity around the dividend record date of September 03 and the AGM on September 10, 2026.
📈 Long termThe 5x capacity expansion in the sports shoe segment and the large government order provide a structural growth runway, provided execution remains on track.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- High client concentration with NSIC (62% revenue visibility)
- Execution risk in scaling manufacturing capacity by 500%
- Intense competition from unorganized players in the mass market
Key Highlights
Revenue increased to ₹431 crore in FY26 from ₹277 crore in FY25
Executing a ₹298 crore agreement with NSIC for toolkit supplies under the PM Vishwakarma Scheme
Kundli facility capacity scaling from 1 lakh to 5 lakh pairs per month by September 2027
Record date for final dividend entitlement set for September 03, 2026
Distribution network spans 27 states with exports to over 20 countries
👀 What to Watch
Investors should monitor the execution timeline of the ₹298 crore NSIC order and the quarterly ramp-up of the Kundli sports shoe facility to ensure capacity utilization matches the 5x expansion target.
Lehar Footwears to hold AGM Sept 10; Kundli capacity to reach 5 lakh pairs/month by 2027
Lehar Footwears has scheduled its 32nd Annual General Meeting for September 10, 2026, with a dividend record date of September 03, 2026. The company is currently executing a major Rs 298 crore toolkit order under the PM Vishwakarma Scheme, which represents approximately 69% of its TTM revenue. A key strategic focus is the Kundli facility, where sports shoe capacity is planned to scale from 1 lakh to 5 lakh pairs per month by September 2027. The company is pivoting towards higher-margin athleisure and sports footwear through its 'Rannr' brand to improve its current 9.0% operating margins.
Confidence: HIGH
What changedFormal announcement of the 32nd AGM date and dividend record date, alongside a detailed strategic update on capacity expansion and order book execution.
Why it mattersThe expansion to 5 lakh pairs/month and the large government order provide a clear roadmap for scaling revenue beyond the current Rs 431 crore TTM base, while the shift to athleisure targets margin improvement.
NSIC Order Value: Rs 298 croreOrder vs TTM Revenue: 69.1%Target Kundli Capacity: 5,00,000 pairs/monthAGM Date: September 10, 2026Record Date (Dividend): September 03, 2026
📅 Short termThe stock may see interest leading up to the September 03 record date for the final dividend and the September 10 AGM.
📈 Long termThe structural shift from mass-market open footwear to premium sports/athleisure and large-scale government contracts could significantly re-rate the business if execution remains consistent.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- High client concentration with NSIC (62% of revenue visibility)
- Execution risk in scaling manufacturing capacity by 5x
- Intense competition in the mass-market footwear segment
Key Highlights
Rs 298 crore agreement with NSIC under PM Vishwakarma Scheme for toolkit supplies provides high revenue visibility
Kundli manufacturing facility capacity to scale to 5,00,000 pairs per month by September 2027
Record date for final dividend entitlement for FY 2025-26 set for September 03, 2026
TTM Revenue reached Rs 431 crore in FY26, a significant increase from Rs 277 crore in FY25
Distribution network now spans 27 states and exports to over 20 countries with 520+ distributors
👀 What to Watch
Investors should monitor the quarterly execution progress of the Rs 298 crore NSIC order and the phased capacity ramp-up at the Kundli plant to ensure growth targets are met.
Rs 74.9 Cr Q1 Revenue: Footwear Segment Grows 9% as Toolkit Orders Taper
Lehar Footwears reported a Q1FY27 revenue of Rs 74.9 Cr, a 47% YoY decline primarily due to the tapering of high-base PM Vishwakarma toolkit orders (Rs 16.8 Cr vs Rs 89.0 Cr). However, the core footwear business grew 9% YoY to Rs 58.1 Cr, supported by new product launches and premiumization. EBITDA margins improved by 50 bps to 9.4% despite inflationary and geopolitical headwinds. The company is doubling its Kundli plant capacity to 2 lakh pairs/month by September 2026 and holds a Rs 40+ Cr OEM order for the next quarter.
Confidence: HIGH
What changedThe company is transitioning its revenue mix back to core footwear and OEM manufacturing following the completion of the first phase of a large government toolkit order.
Why it mattersThe shift towards higher-margin footwear segments (RANNR, Crozi) and doubling capacity at the Kundli plant are critical for long-term margin sustainability and reducing dependence on cyclical government contracts.
Q1FY27 Revenue: Rs 74.9 CrFootwear Segment Growth: 9% YoYEBITDA Margin: 9.4%Upcoming OEM Order: Rs 40+ CrOEM Order vs TTM Revenue: ~9.3%Kundli Capacity Expansion: 100% (1L to 2L pairs/month)
📅 Short termThe stock may face pressure due to the headline revenue and PAT decline (Rs 3.0 Cr vs Rs 7.2 Cr YoY), though the core footwear growth and OEM order visibility provide a positive underlying narrative.
📈 Long termStructural growth is tied to the successful scaling of the 'RANNR' brand and the doubling of manufacturing capacity, which positions the company for the festive season and higher-value athleisure segments.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Geopolitical disruptions affecting GCC export markets
- Rising labor costs due to minimum wage revisions
- High revenue concentration risk if new government toolkit phases are delayed
Key Highlights
Core footwear revenue increased 9% YoY to Rs 58.1 Cr, driven by premium and fashion ranges.
EBITDA margins expanded by 50 bps YoY to 9.4% through calibrated pricing and product mix improvements.
Kundli facility capacity is being doubled from 1 lakh to 2 lakh pairs per month, with commercial operations starting September 2026.
Secured a significant OEM order of Rs 40+ Cr to be executed in the upcoming quarter.
Completed the first phase of the PM Vishwakarma Scheme with a cumulative supply of 2.5 lakh toolkits.
👀 What to Watch
Monitor the commercialization and utilization levels of the expanded Kundli plant in September 2026. Watch for the execution of the Rs 40+ Cr OEM order and the company's ability to sustain footwear growth as the high-base effect of the toolkit business fades.
Lehar Footwears Q1 PAT drops 58% YoY to ₹3.01 Cr; appoints Rajesh Gattani as CFO
Lehar Footwears reported a weak start to FY27, with Q1 revenue falling 47.3% YoY to ₹74.95 Cr compared to ₹142.20 Cr in the same period last year. Net profit declined sharply by 58.6% YoY to ₹3.01 Cr, with EPS dropping to ₹1.71 from ₹4.11. The company also announced the appointment of Mr. Rajesh Gattani as Chief Financial Officer, effective September 15, 2026, to lead financial strategy and governance. Additionally, September 3, 2026, has been fixed as the record date for the upcoming AGM and dividend.
Confidence: HIGH
What changedThe company reported a significant YoY contraction in financial performance for Q1 FY27 and transitioned its financial leadership to a new CFO.
Why it mattersThe sharp decline in revenue and profit indicates potential execution delays or demand softening in the mass-market footwear and toolkit segments, which are critical for achieving the company's 62-80% growth targets.
Q1 Revenue: ₹74.95 CrQ1 Net Profit: ₹3.01 CrYoY Revenue Growth: -47.3%Q1 EPS: ₹1.71CFO Appointment Date: 15th September 2026
📅 Short termThe stock is likely to face downward pressure in the coming weeks due to the substantial miss in quarterly earnings compared to the previous year's performance.
📈 Long termLong-term value depends on the successful commercialization of the Kundli plant and the scaling of premium brands like RANNR and Crozi to offset mass-market margin pressure.
⚠ Risk flags
- Significant YoY revenue and profit contraction
- High dependence on government toolkit orders for revenue visibility
- Thin margins in the competitive mass-market footwear segment
Key Highlights
Revenue from operations declined 47.3% YoY to ₹74.95 Cr in Q1 FY27.
Net profit for the quarter stood at ₹3.01 Cr, down from ₹7.27 Cr in Q1 FY26.
Toolkit & Others segment contributed ₹16.80 Cr to revenue, while Footwear & Accessories contributed ₹59.69 Cr.
Mr. Rajesh Gattani, a CA with 13+ years of experience, appointed as CFO effective September 15, 2026.
Record date for the 32nd AGM and dividend fixed for September 3, 2026.
👀 What to Watch
Investors should monitor the execution of the ₹298 crore toolkit order under the PM Vishwakarma Scheme, as the current quarterly run rate suggests a slowdown in this high-visibility segment.
Lehar Footwears Q1 PAT drops 58% to ₹3.01 Cr; CFO appointed; Record Date Sept 3
Lehar Footwears reported a weak Q1 FY27, with revenue from operations falling 47.3% YoY to ₹74.95 crore from ₹142.2 crore in the same quarter last year. Net profit declined 58.6% YoY to ₹3.01 crore, down from ₹7.27 crore, reflecting significant margin pressure. The company has appointed Rajesh Gattani as the new CFO effective September 15, 2026, and fixed September 3, 2026, as the record date for the final dividend. Segment performance shows the core footwear business contributed ₹59.69 crore, while the toolkit segment added ₹16.80 crore.
Confidence: HIGH
What changedLehar Footwears reported a significant YoY decline in quarterly financial performance and announced a change in its Chief Financial Officer.
Why it mattersThe sharp drop in revenue and profit highlights the company's vulnerability to order-based revenue (toolkits) and competitive pressures in the mass-market footwear segment, which currently operates on thin margins.
Q1 Revenue: ₹74.95 crQ1 PAT: ₹3.01 crYoY Revenue Growth: -47.3%YoY PAT Growth: -58.6%Record Date: 03rd September, 2026
📅 Short termThe stock may face downward pressure in the coming weeks due to the substantial YoY contraction in both topline and bottomline for the June quarter.
📈 Long termLong-term growth depends on the successful commercialization of the Kundli plant and reducing dependence on government toolkit orders by scaling premium footwear brands.
⚠ Risk flags
- Significant YoY revenue volatility
- High client concentration (NSIC for toolkit business)
- Thin margins due to intense competition from unorganized players
Key Highlights
Revenue from operations fell 47.3% YoY to ₹74.95 crore in Q1 FY27.
Net profit decreased by 58.6% YoY to ₹3.01 crore from ₹7.27 crore.
Toolkit & Others segment revenue contributed ₹16.80 crore to the total topline.
Record date for the final dividend and 32nd AGM is fixed for September 3, 2026.
New CFO Rajesh Gattani appointed with 13 years of experience, effective September 15, 2026.
👀 What to Watch
Investors should monitor the execution of the ₹298 crore PM Vishwakarma toolkit order, as the sharp YoY revenue decline suggests potential delays or cyclicality. Watch for management commentary during the AGM on September 10 regarding the scaling of new brands like RANNR and Crozi.
Lehar Footwears Q1 Net Profit drops 58% to ₹3.01 Cr; Revenue down 47% YoY
Lehar Footwears reported a weak Q1 FY27, with revenue from operations falling 47.3% YoY to ₹74.95 Cr from ₹142.20 Cr. The decline was primarily driven by a massive 81% contraction in the 'Toolkit & Others' segment, which fell to ₹16.80 Cr. Consequently, Net Profit dropped 58.6% YoY to ₹3.01 Cr. The company also announced the appointment of Rajesh Gattani as CFO, effective September 15, 2026.
Confidence: HIGH
What changedThe company experienced a significant revenue contraction due to a slowdown in the toolkit segment and has transitioned its financial leadership to a new CFO.
Why it mattersThe toolkit business previously provided 62% of revenue visibility; its sharp decline significantly impacts the company's scale and profitability, highlighting the risks of government-linked order concentration.
Revenue (Q1 FY27): ₹74.95 CrNet Profit (Q1 FY27): ₹3.01 CrToolkit Segment Revenue: ₹16.80 CrFootwear Segment Revenue: ₹59.69 CrRecord Date (AGM/Dividend): 03rd September, 2026
📅 Short termNegative sentiment is likely as the market reacts to the sharp YoY decline in revenue and earnings, despite the footwear segment remaining stable.
📈 Long termThe long-term outlook depends on the company's ability to stabilize the toolkit business and successfully scale its premium 'RANNR' and 'Crozi' brands to improve margins.
⚠ Risk flags
- High client concentration in the toolkit business (NSIC)
- Significant YoY revenue volatility
- Thin margins in mass-market footwear
Key Highlights
Revenue from operations declined 47.3% YoY to ₹74.95 Cr in Q1 FY27.
Net Profit contracted by 58.6% YoY to ₹3.01 Cr compared to ₹7.27 Cr in Q1 FY26.
Toolkit & Others segment revenue plummeted 81.1% YoY to ₹16.80 Cr from ₹89.00 Cr.
Footwear segment revenue grew modestly by 5.8% YoY to ₹59.69 Cr.
Rajesh Gattani appointed as CFO effective September 15, 2026, bringing 13 years of experience.
👀 What to Watch
Investors should monitor the execution of the ₹298 crore PM Vishwakarma toolkit order, as the sharp Q1 decline in this segment suggests potential timing or execution delays. Watch for the ramp-up of the new Kundli sports shoe facility to see if it can offset toolkit volatility.
Lehar Footwears Q1 Net Profit Drops 58% to ₹3.01 Cr; Revenue Down 47% YoY
Lehar Footwears reported a weak Q1 FY27, with revenue from operations falling 47.3% YoY to ₹74.95 Cr from ₹142.20 Cr. Net profit declined 58.6% YoY to ₹3.01 Cr, primarily driven by a sharp contraction in the 'Tool Kit and Others' segment, which fell from ₹89.01 Cr to ₹16.80 Cr. The company also appointed Rajesh Gattani as the new CFO, effective September 15, 2026. A record date of September 3, 2026, has been set for the upcoming AGM and dividend.
Confidence: HIGH
What changedLehar Footwears reported a significant YoY contraction in both top-line and bottom-line for Q1 FY27 and announced a change in its Chief Financial Officer.
Why it mattersThe sharp decline in the toolkit segment revenue (down ~81% YoY) highlights the company's high dependence on government-linked orders, which can lead to lumpy earnings despite growth in the core footwear segment.
Q1 Revenue (YoY Change): -47.3%Q1 Net Profit (YoY Change): -58.6%Toolkit Segment Revenue: ₹16.80 CrFootwear Segment Revenue: ₹59.69 CrRecord Date: 03rd September 2026
📅 Short termThe stock may face downward pressure in the short term due to the significant earnings miss and the sharp reduction in revenue scale.
📈 Long termLong-term prospects depend on the successful commercialization of the Kundli sports shoe plant and the stabilization of toolkit order inflows to reduce quarterly volatility.
⚠ Risk flags
- High revenue concentration in government-linked toolkit orders
- Significant YoY contraction in operating scale
- Management transition at the CFO level
Key Highlights
Revenue from operations decreased to ₹74.95 Cr in Q1 FY27, a 47.3% drop from ₹142.20 Cr in Q1 FY26.
Net profit for the quarter stood at ₹3.01 Cr, down 58.6% compared to ₹7.27 Cr in the same period last year.
Toolkit segment revenue saw a massive decline to ₹16.80 Cr from ₹89.01 Cr in the year-ago quarter.
Appointed Mr. Rajesh Gattani, a CA with 13 years of experience, as CFO starting September 15, 2026.
Fixed September 3, 2026, as the record date for the 32nd AGM and dividend eligibility.
👀 What to Watch
Investors should closely monitor the execution timeline of the ₹298 crore PM Vishwakarma toolkit order, as the volatility in this segment is currently overshadowing the core footwear business.
CFO Rakesh Kumar Soni Resigns from Lehar Footwears Effective July 14, 2026
Mr. Rakesh Kumar Soni has resigned as the Chief Financial Officer (CFO) of Lehar Footwears Ltd, effective from the close of business hours on July 14, 2026. The resignation was formally tendered on June 15, 2026, citing personal reasons, with a confirmation that no other material reasons exist for the departure. As a Key Managerial Personnel (KMP), his exit necessitates the appointment of a successor to maintain financial oversight. Investors should monitor the company's timeline for appointing a new CFO to ensure leadership continuity.
Confidence: HIGH
What changedThe company's Chief Financial Officer, Rakesh Kumar Soni, has stepped down from his role.
Why it mattersThe CFO is a critical Key Managerial Personnel responsible for financial strategy and regulatory compliance; a vacancy in this role requires a timely and competent replacement to maintain investor confidence.
Effective Date of Cessation: 14th July, 2026Resignation Letter Date: 15th June, 2026Material Reasons Disclosed: None
📅 Short termNeutral impact expected as the resignation appears routine and personal; however, the market will look for a successor announcement.
📈 Long termLimited structural impact provided the company appoints a qualified successor to manage financial operations effectively.
⚠ Risk flags
- Management transition risk
- Key Managerial Personnel vacancy
Key Highlights
Resignation effective from the closure of business hours on July 14, 2026
Resignation letter was submitted on June 15, 2026, providing a transition period
Outgoing CFO confirmed 0 material reasons for resignation other than personal ones
The role is classified as a Key Managerial Personnel (KMP) under SEBI regulations
👀 What to Watch
Monitor upcoming corporate announcements for the appointment of a new CFO to ensure a smooth transition in financial governance and reporting.
