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Latest filing: 2026-08-12 12:54
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Note: These are AI-generated, educational summaries of public NSE
filings — grounded in each document, but not investment advice and possibly incomplete.
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5 announcements match the current filters (relevance ≥ 5).
The Yamuna Syndicate Approves Q1 FY27 Results; Maintains Zero-Debt Status
The Yamuna Syndicate has approved its unaudited standalone and consolidated financial results for the quarter ended June 30, 2026. The statutory auditors issued an unmodified opinion, confirming the reliability of the reported figures. The company continues to operate with zero debt and holds a substantial net worth of Rs 1,290 Cr, which is significantly higher than its current market capitalization of Rs 912 Cr. A key characteristic of this company is its TTM PAT of Rs 110 Cr, which exceeds its TTM revenue of Rs 69 Cr, indicating that profitability is largely driven by investment income or subsidiaries rather than core trading operations.
Confidence: HIGH
What changedThe company has transitioned into the new fiscal year (FY27) with the approval of its first-quarter financial results.
Why it mattersFor a company trading at a P/B of 0.7, these results confirm the continued stability of its asset-heavy balance sheet and the reliability of its non-operating income streams.
Quarter ended: June 30, 2026Net Worth: Rs 1,290 CrTotal Debt: Rs 0 CrMarket Cap: Rs 912 CrTTM PAT: Rs 110 CrPrice to Book (P/B): 0.7
📅 Short termThe stock is likely to remain neutral in the short term as the market digests the specific growth in investment-led income versus core trading revenue.
📈 Long termThe long-term value is structurally tied to the performance of its underlying investments and subsidiaries rather than its standalone trading business.
⚠ Risk flags
- High dependence on non-operating income
- Low revenue base relative to market cap
- Limited liquidity in the scrip
Key Highlights
Board approved unaudited financial results for the quarter ended June 30, 2026
Statutory auditors Moudgil & Company issued a Limited Review Report with an unmodified opinion
Company maintains a debt-free balance sheet with Rs 0 Cr total debt
Net worth of Rs 1,290 Cr exceeds the current market capitalization of Rs 912 Cr
TTM PAT of Rs 110 Cr is approximately 1.6x the TTM revenue of Rs 69 Cr
👀 What to Watch
Investors should examine the detailed 'Other Income' and 'Share of Profit from Associates' in the full Q1 filing to understand the sustainability of earnings, as the core trading revenue is small relative to net profit.
The Yamuna Syndicate Approves Q1 FY27 Results; Auditor Issues Unmodified Opinion
The Board of The Yamuna Syndicate approved the unaudited standalone and consolidated financial results for the quarter ended June 30, 2026, in a meeting held on August 12, 2026. The statutory auditors, Moudgil & Company, issued a limited review report with an unmodified opinion, confirming the reliability of the financial disclosures. While the specific quarterly figures were not detailed in the summary, the company enters the quarter with a TTM PAT of 110 Cr and a robust net worth of 1,290 Cr. The stock currently trades at a P/B of 0.7, reflecting a valuation significantly below its book value.
Confidence: HIGH
What changedThe company has completed its formal board approval and auditor review for the first quarter of the 2026-27 fiscal year.
Why it mattersThis is a routine but essential regulatory filing that confirms the company's financial reporting integrity through an unmodified auditor opinion.
Market Cap: 912 CrNet Worth: 1,290 CrTTM PAT: 110 CrPrice to Book (P/B): 0.7TTM Revenue: 69 Cr
📅 Short termThe announcement is procedural; short-term price action will depend on the specific growth or contraction revealed in the detailed Q1 P&L tables compared to the previous year's 19 Cr revenue.
📈 Long termThe company operates with very thin operating margins (1.4%); its long-term value is structurally tied to its investment portfolio and associate company performance rather than its core trading revenue.
⚠ Risk flags
- Low operating profit margin (1.4%)
- High dependence on non-operating income
- Negative 12-month price return of -18.4%
Key Highlights
Board meeting conducted on August 12, 2026, lasting 85 minutes from 11:00 a.m. to 12:25 p.m.
Unaudited financial results approved for the quarter ended June 30, 2026.
Statutory auditors Moudgil & Company submitted a Limited Review Report with an unmodified opinion.
Company maintains a zero-debt position with a Net Worth of 1,290 Cr as per latest context.
Promoter holding remains stable at 74.87% as of the June 2026 quarter.
👀 What to Watch
Investors should examine the full financial tables to identify the source of profitability, as TTM PAT ( 110 Cr) is substantially higher than TTM Revenue ( 69 Cr), suggesting significant income from associates or investments.
Rs 500 Dividend Confirmed; 72nd AGM Scheduled for August 24, 2026
The Yamuna Syndicate has announced its 72nd Annual General Meeting (AGM) for August 24, 2026. The company confirmed a final dividend of Rs 500 per equity share (500% of face value) for FY 2025-26, with a record date of August 17, 2026. Despite a modest TTM revenue of Rs 69 Cr, the company maintains a high TTM PAT of Rs 110 Cr, likely driven by its investment holdings. The dividend payment is scheduled to be completed by September 22, 2026.
Confidence: HIGH
What changedThe company has formalized the timeline for its 72nd AGM and established the record date for the Rs 500 per share dividend.
Why it mattersFor a high-priced stock (Rs 26,000) with low trading liquidity, the dividend represents a tangible return of ~1.9% yield. The AGM is the primary forum for updates on the company's substantial investment-led earnings.
Dividend per share: Rs 500Dividend Yield: ~1.92%Record Date: August 17, 2026TTM PAT: Rs 110 CrPromoter Holding: 74.87%
📅 Short termThe stock may see interest leading up to the August 17 record date as investors seek the high absolute dividend payout.
📈 Long termLimited structural impact; the company continues to function primarily as a holding entity with stable but low-growth trading operations.
⚠ Risk flags
- Extremely low liquidity due to high share price (Rs 26,000)
- Earnings heavily dependent on non-operating income/investments
Key Highlights
Final dividend of Rs 500 per equity share of Rs 100 face value confirmed for FY 2025-26
Record date for dividend entitlement and e-voting set for August 17, 2026
72nd Annual General Meeting to be held virtually on August 24, 2026
Dividend payment date scheduled on or before September 22, 2026
TTM PAT of Rs 110 Cr significantly exceeds TTM Revenue of Rs 69 Cr, indicating strong non-operating income
👀 What to Watch
Investors should ensure their KYC and bank details are updated with depositories by the August 17 record date to ensure seamless dividend credit. Monitor the AGM for updates on the company's investment portfolio performance.
Rs 500 Dividend: The Yamuna Syndicate Sets Aug 17 Record Date; 72nd AGM on Aug 24
The Yamuna Syndicate has scheduled its 72nd Annual General Meeting for August 24, 2026, and fixed August 17, 2026, as the record date for a final dividend of Rs. 500 per share. For FY26, the company reported consolidated revenue of Rs. 68.97 Cr, a slight increase from Rs. 64.82 Cr in FY25. The company's profitability remains heavily dependent on its share of profit from associate companies, which contributed Rs. 49.02 Cr to the total PBT of Rs. 52.87 Cr. The core trading business (Batteries, Oil, Agri-products) continues to operate on thin margins, with the Oil & Lubricants segment being the largest revenue driver at Rs. 34.56 Cr.
Confidence: HIGH
What changedThe company has formalized the timeline for its 72nd AGM and the payout of its FY26 final dividend, while releasing detailed segmental performance data for the fiscal year.
Why it mattersThe high absolute dividend (Rs. 500/share) is a key return metric for shareholders, given the company's structure as a holding-cum-trading entity where the majority of value resides in associate investments rather than core operations.
Dividend per share: Rs. 500Dividend Yield (at Rs 26100): 1.91%FY26 Consolidated Revenue: Rs. 68.97 CrAssociate Profit Contribution: Rs. 49.02 CrRecord Date: August 17, 2026Investment in Associates vs Net Worth: ~95.4%
📅 Short termThe stock may experience price support or volatility leading up to the August 17 record date as investors position for the substantial dividend payout.
📈 Long termThe company's long-term value is structurally tied to its associate companies; the core trading business remains a low-margin operation (OPM ~2%) with limited standalone growth impact.
⚠ Risk flags
- Extreme concentration of profit in associate companies
- Low operating margins in core trading segments
- High share price (Rs 26,100) may limit retail liquidity
Key Highlights
Final dividend of Rs. 500 per equity share (500% of Rs. 100 face value) recommended for FY26.
Record date for dividend entitlement and AGM e-voting eligibility fixed as August 17, 2026.
Consolidated revenue for FY26 reached Rs. 68.97 Cr, with Oil & Lubricants contributing 50.1% of total turnover.
Share of profit from associate companies stood at Rs. 49.02 Cr, representing 92.7% of the consolidated PBT.
Total consolidated assets as of March 31, 2026, were Rs. 1,292.77 Cr, primarily driven by investments in associates (Rs. 1,231.46 Cr).
👀 What to Watch
Investors should note the record date of August 17 for dividend eligibility and monitor the AGM for updates on the performance of the associate company, which is the primary driver of the company's net worth and profits.
Rs 500 Dividend Declared; 72nd AGM Scheduled for August 24, 2026
The Yamuna Syndicate has scheduled its 72nd Annual General Meeting for August 24, 2026, and fixed August 17, 2026, as the record date for a final dividend of Rs 500 per share. This dividend represents a 500% payout on the face value of Rs 100. The company's financial performance remains heavily dependent on its associate company, which contributed Rs 49.02 Cr to the consolidated Profit Before Tax of Rs 52.87 Cr in FY26. Despite a modest standalone trading revenue of Rs 69 Cr, the company maintains a robust net worth of Rs 1,290 Cr and zero debt.
Confidence: HIGH
What changedThe company has formalized the date for its 72nd AGM and confirmed the record date for a substantial Rs 500 per share dividend.
Why it mattersThe dividend payout is significant in absolute terms, and the annual report reveals the high concentration of value in the company's associate investments rather than its core trading operations.
Dividend per share: Rs 500Dividend Yield: ~1.91%Associate Profit Contribution: Rs 49.02 CrFY26 Consolidated PBT: Rs 52.87 CrRecord Date: August 17, 2026
📅 Short termThe stock may see interest leading up to the August 17 record date as investors seek to capture the Rs 500 dividend.
📈 Long termThe company acts primarily as a holding entity; long-term value is tied to the dividend pass-through and capital appreciation of its associate company holdings.
⚠ Risk flags
- High dependence on associate company profits (~93% of PBT)
- Low operating margins in core trading business (1.4%)
- Significant decline in consolidated PBT from FY25 to FY26
Key Highlights
Final dividend of Rs 500 per equity share (Face Value Rs 100) recommended for FY26.
Record date for dividend entitlement and e-voting eligibility set for August 17, 2026.
Share of profit from Associate Company contributed Rs 49.02 Cr to the bottom line in FY26.
Consolidated Profit Before Tax for FY26 stood at Rs 52.87 Cr compared to Rs 89.27 Cr in FY25.
Total segment revenue from trading operations reached Rs 68.97 Cr in FY26.
👀 What to Watch
Investors should monitor the AGM proceedings for management commentary on the performance of the associate company, which accounts for the vast majority of consolidated profits and valuation.
