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Latest filing: 2026-08-25 17:57
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6 announcements match the current filters (relevance ≥ 5).
JMA Shareholders Approve Appointment of Varoon Malik as Managing Director w.e.f. Sept 1, 2026
Shareholders of Jullundur Motor Agency (Delhi) Limited approved the appointment of Mr. Varoon Malik as Managing Director at the 77th AGM held on August 25, 2026, effective September 1, 2026. The resolution passed with 99.86% favorable votes among public institutions and non-institutional voters (597,059 votes in favour out of 597,902 polled). Shareholders also approved the adoption of FY26 financial statements and the annual dividend on equity shares.
Confidence: HIGH
What changedMr. Varoon Malik has been formally confirmed and appointed by shareholders as Managing Director of JMA effective September 1, 2026.
Why it mattersProvides leadership continuity and executive direction for the company's aftermarket auto-parts distribution business, which generates ₹643 Cr in TTM revenue.
MD Resolution Approval Rate: 99.8590%Votes in Favour (MD Appointment): 597,059Effective Date: September 01, 2026AGM Date: August 25, 2026
📅 Short termAdministrative leadership transition is formalized; no immediate impact expected on day-to-day operations or stock volatility.
📈 Long termCrucial for driving the company's long-term strategy of expanding product lines and penetrating uncovered Tier-II and Tier-III auto aftermarket territories.
⚠ Risk flags
- Leadership transition risk in a highly competitive auto-parts secondary distribution market
Key Highlights
Appointment of Mr. Varoon Malik as Managing Director approved with 99.8590% votes in favour (597,059 votes)
Effective date of appointment as Managing Director is September 1, 2026
Adoption of FY26 Standalone and Consolidated Financial Statements approved with 99.9932% approval (12,200,207 votes in favour)
Declaration of dividend for the financial year ended March 31, 2026, approved at the 77th AGM
👀 What to Watch
Track the strategic priorities and operational execution under the new leadership in upcoming quarterly results, particularly regarding expansion into Tier-II/Tier-III distribution markets.
JMA Q1 FY27 PAT Grows 48% YoY to ₹6.09 Cr; Revenue Up 17% to ₹124.99 Cr
Jullundur Motor Agency (JMA) reported a strong year-on-year performance for Q1 FY27, with standalone revenue rising 17.4% to ₹124.99 Cr compared to ₹106.47 Cr in Q1 FY26. Net profit saw a significant jump of 48.2% YoY, reaching ₹6.09 Cr. However, on a sequential basis, revenue and PAT declined by 8.2% and 22.5% respectively from the March 2026 quarter, reflecting typical seasonality. The company remains debt-free with a conservative P/E of 6.9, maintaining its focus on auto component distribution.
Confidence: HIGH
What changedJMA has reported its first-quarter results for FY27, showing substantial year-on-year growth in profitability despite a sequential dip from the previous quarter.
Why it mattersFor a micro-cap distributor, consistent profit growth validates the strength of its 98-year-old distribution network and its ability to compete with OEMs in the secondary/aftermarket segment.
Q1 FY27 Revenue: ₹124.99 CrQ1 FY27 PAT: ₹6.09 CrYoY Revenue Growth: 17.4%YoY PAT Growth: 48.2%Q1 Revenue vs TTM Revenue: 20.1%
📅 Short termThe strong YoY profit growth is likely to be viewed positively by the market in the short term, although the sequential decline from Q4 FY26 is a standard seasonal trend.
📈 Long termThe company's long-term outlook depends on its ability to navigate high GST rates (28%) and increasing competition from OEMs who are aggressively entering the secondary market.
⚠ Risk flags
- Aggressive competition from OEMs in the secondary market
- High GST rates impacting affordability
- Widening replacement windows for parts due to improved technology
Key Highlights
Revenue from operations increased 17.4% YoY to ₹124.99 Cr from ₹106.47 Cr.
Net Profit after tax surged 48.2% YoY to ₹6.09 Cr from ₹4.11 Cr.
Earnings Per Share (EPS) improved to ₹2.67 from ₹1.80 in the year-ago quarter.
Total expenses for the quarter rose to ₹118.62 Cr, primarily driven by stock-in-trade purchases of ₹109.52 Cr.
The company maintains a debt-free status with a net worth of ₹234 Cr as per latest annual data.
👀 What to Watch
Investors should monitor if the company can maintain this double-digit YoY growth momentum in the coming quarters and track the progress of its expansion into Tier-II and Tier-III cities.
₹3 Dividend Announced; JMA Schedules 77th AGM for August 25, 2026
Jullundur Motor Agency (JMA) has scheduled its 77th Annual General Meeting for August 25, 2026, to approve a final dividend of ₹3 per share (150% of face value), which includes a ₹1 special dividend. The company has fixed August 18, 2026, as the record date for this payout. For FY26, JMA reported a net profit of ₹30.22 Cr on revenues of ₹621.90 Cr, reflecting steady growth from FY25's ₹26.21 Cr profit. The dividend represents a yield of approximately 3.4% based on the current price of ₹87.
Confidence: HIGH
What changedThe company has formalized the schedule for its 77th AGM and established the record date for the FY26 final and special dividend payout.
Why it mattersThe announcement confirms a healthy payout to shareholders (3.4% yield) and provides the full financial disclosures for FY26, confirming the company's stable, debt-free position in the auto-aftermarket distribution sector.
Total Dividend per share: ₹3Special Dividend component: ₹1Dividend Yield (at ₹87): 3.45%Record Date: August 18, 2026FY26 Net Profit: ₹30.22 CrDebt-to-Equity Ratio: 0.00
📅 Short termThe stock may experience positive sentiment and volume leading up to the August 18 record date as investors seek the 3.4% dividend yield.
📈 Long termJMA's long-term outlook depends on its ability to maintain distribution margins (currently 5.3% OPM) against increasing direct-to-market competition from OEMs.
⚠ Risk flags
- Aggressive competition from OEMs in the secondary/aftermarket
- High GST rates (28%) impacting affordability
- Improved vehicle quality widening the replacement window for parts
Key Highlights
Recommended final dividend of ₹3 per equity share (150% of ₹2 face value), including a ₹1 special dividend.
Record date for dividend entitlement fixed as August 18, 2026.
FY26 Revenue grew to ₹621.90 Cr from ₹555.72 Cr in the previous year.
FY26 Net Profit increased to ₹30.22 Cr, resulting in an EPS of ₹13.01.
The company remains debt-free with a net worth of ₹234 Cr as of March 2026.
👀 What to Watch
Investors should note the August 18 record date to be eligible for the ₹3 dividend. Review the full Annual Report for management's strategy on expanding into Tier-II and Tier-III cities to counter OEM competition.
JMA Recommends ₹3/Share Final Dividend (150%) for FY26, Including Special Dividend
Jullundur Motor Agency (Delhi) Limited has recommended a final dividend of ₹3 per equity share (150% of ₹2 face value) for the financial year ended March 31, 2026. This payout includes a special dividend of ₹1 per share (50%) in addition to the regular final dividend of ₹2. The company has also announced the appointment of Varoon Malik as Managing Director for a five-year term starting September 2026. The dividend is subject to shareholder approval at the upcoming AGM scheduled for August 25, 2026.
Key Highlights
Recommended total final dividend of ₹3 per equity share of face value ₹2 each.
Dividend includes a special dividend component of ₹1 per share (50%).
Varoon Malik appointed as Managing Director for a 5-year term effective September 1, 2026.
77th Annual General Meeting to be held on August 25, 2026, via video conferencing.
Dividend payment to be completed on or before September 23, 2026, post-shareholder approval.
👀 What to Watch
Investors should monitor the upcoming book closure or record date to ensure eligibility for the ₹3 per share dividend. The inclusion of a special dividend indicates a healthy cash position and positive management outlook.
JMA Declares ₹3 Dividend (150%) and Appoints Varoon Malik as MD
Jullundur Motor Agency (JMA) has recommended a final dividend of ₹3 per equity share (150% of face value), which includes a ₹1 special dividend for the financial year 2025-26. The company also announced a significant leadership transition, appointing Shri Varoon Malik as Managing Director for a five-year term starting September 1, 2026. The board approved the audited financial results for Q4 and FY26 with an unmodified audit opinion, signaling financial transparency and stability.
Key Highlights
Recommended a final dividend of ₹3 per share of ₹2 face value, including a ₹1 special dividend.
Appointed Shri Varoon Malik as Managing Director for a 5-year term effective September 1, 2026.
Reported audited financial results for FY 2025-26 with an unmodified auditor's opinion.
The 77th Annual General Meeting is scheduled for August 25, 2026.
Dividend payment is expected to be completed by September 23, 2026, subject to shareholder approval.
👀 What to Watch
Investors should look positively at the 150% dividend payout and the clear leadership succession plan. Existing shareholders should remain invested to benefit from the dividend, while new investors should analyze the detailed FY26 earnings growth before entry.
JMA Q3 PAT Jumps 29% YoY to ₹6.70 Cr; Revenue Grows 20%
Jullundur Motor Agency (JMA) reported a strong performance for the third quarter ended December 31, 2025. Standalone revenue from operations grew by 19.8% year-on-year to ₹129.27 crore, while Net Profit (PAT) increased by 29.3% to ₹6.70 crore. On a sequential basis, revenue rose 17.9% from ₹109.64 crore in the previous quarter. For the nine-month period, the company maintained healthy growth with PAT rising 28.9% to ₹16.65 crore compared to the same period last year.
Key Highlights
Q3 Revenue from operations increased 19.8% YoY to ₹12,927.36 Lakhs.
Net Profit for the quarter rose 29.3% YoY to ₹670.45 Lakhs from ₹518.48 Lakhs.
Earnings Per Share (EPS) improved to ₹2.94 in Q3 FY26 from ₹2.27 in Q3 FY25.
Nine-month PAT reached ₹1,665.08 Lakhs, a 28.9% increase over the same period last year.
Profit Before Tax (PBT) grew 28.5% YoY to ₹897.25 Lakhs, indicating margin expansion.
👀 What to Watch
The company demonstrates strong operational momentum with significant double-digit growth in both top and bottom lines. Investors should maintain a positive outlook while monitoring the sustainability of these margins in the auto-component distribution space.
