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Latest filing: 2026-08-06 14:51
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8 announcements match the current filters (relevance ≥ 5).
JSWHL Q1 FY27: Consolidated PAT at ₹24.54 Cr; OCI Surges by ₹2,195 Cr on Asset Revaluation
JSW Holdings Limited (JSWHL) reported a consolidated net profit of ₹24.54 Cr for Q1 FY27, representing a 27.4% decline from ₹33.81 Cr in the same period last year. Standalone revenue from operations grew 15% YoY to ₹34.58 Cr, driven by higher interest and management advisory fees. The most significant movement was in Other Comprehensive Income (OCI), which saw a gain of ₹2,195.13 Cr due to fair value appreciation of its equity investments. As a holding company, its financial health remains intrinsically linked to the market performance of JSW Group entities, particularly JSW Steel.
Confidence: HIGH
What changedThe company reported its first-quarter results for FY27, showing a decline in consolidated net profit but a substantial increase in the book value of its investments.
Why it mattersAs the strategic investment vehicle for the JSW Group, the company's balance sheet strength (Net Worth of ~₹33,000 Cr) far outweighs its quarterly operational revenue, making it a play on the broader JSW industrial ecosystem.
Consolidated PAT: ₹24.54 CrStandalone Revenue: ₹34.58 CrFair Value Gain (OCI): ₹2,195.13 CrConsolidated EPS: ₹22.11Revenue vs TTM Revenue: ~17%
📅 Short termThe stock may see neutral to slightly soft sentiment due to the YoY decline in consolidated PAT, though the massive OCI gain reinforces the underlying asset value.
📈 Long termThe long-term value is structurally tied to the expansion of JSW Steel and the group's transition toward sustainable energy investments.
⚠ Risk flags
- High concentration risk in JSW Group entities
- Sensitivity to global steel price volatility
- Holding company discount typically applied by the market
Key Highlights
Consolidated Net Profit for the quarter ended June 30, 2026, stood at ₹2,453.57 Lakhs compared to ₹3,381.02 Lakhs YoY.
Standalone Revenue from operations increased to ₹3,458.41 Lakhs from ₹3,007.48 Lakhs in the year-ago quarter.
Other Comprehensive Income (OCI) reached ₹2,19,513.03 Lakhs, reflecting massive fair value gains on equity instruments.
Share of profit from associates dropped significantly to ₹306.49 Lakhs from ₹1,413.82 Lakhs in June 2025.
Consolidated Basic EPS for the quarter was reported at ₹22.11, down from ₹30.47 YoY.
👀 What to Watch
Investors should focus on the Net Asset Value (NAV) of the company's portfolio rather than quarterly PAT, as JSWHL is a Core Investment Company. Monitor the quarterly performance and dividend declarations of JSW Steel, which is the primary driver of JSWHL's value.
JSWHL to Seek Approval for ₹2,000 Cr Loans and Pledge of 10 Cr JSW Steel Shares at AGM
JSW Holdings Limited has scheduled its 25th Annual General Meeting (AGM) for August 06, 2026. Key resolutions include seeking shareholder approval for material related party transactions (RPTs), specifically granting loans up to ₹2,000 Crore to JSW Group entities. The company also proposes to pledge up to 10 Crore equity shares of JSW Steel Limited to secure loans for group companies, charging a 0.5% p.a. pledge fee. Additionally, the board seeks to re-appoint Mr. Manoj Kumar Mohta as Whole-time Director, CEO, and CFO for a five-year term.
Confidence: HIGH
What changedThe company is renewing its mandate to provide financial support to JSW Group entities through loans and share pledges for the upcoming year, alongside confirming its top management leadership for the next five years.
Why it mattersAs a Core Investment Company (CIC), JSWHL's value is intrinsically linked to its holdings in JSW Steel. The proposed ₹2,000 Cr loan limit and the pledge of 10 Cr shares represent significant financial commitments that increase the company's exposure to the credit risks of other group entities.
Loan Limit to Related Parties: ₹2,000 CroreLoan Limit vs TTM Revenue: 985.2%JSW Steel Shares to be Pledged: 10,00,00,000 unitsPledge Fee: 0.5% p.a.CEO Re-appointment Term: 5 years
📅 Short termNeutral. The market typically expects such resolutions from holding companies, though the scale of the share pledge is a point of interest for the stock's volatility.
📈 Long termStructural. The company's long-term performance remains a leveraged play on JSW Steel and the broader JSW Group's ability to service debt secured by JSWHL's assets.
⚠ Risk flags
- High related-party transaction concentration
- Asset risk due to pledging 10 Cr shares of the primary investee (JSW Steel)
- Credit risk of unlisted group borrower companies
Key Highlights
Proposed limit for loans to related party group companies set at ₹2,000 Crore
Authorization sought to pledge up to 10,00,00,000 (10 Crore) equity shares of JSW Steel Limited as security for group loans
Pledge fees to be charged at 0.5% p.a. on the value of the shares being pledged
Re-appointment of Mr. Manoj Kumar Mohta as CEO & CFO for a 5-year term effective June 1, 2026
AGM scheduled for August 06, 2026, via Video Conferencing
👀 What to Watch
Investors should monitor the voting results of the AGM, particularly for the material RPT resolutions (Items 4 and 5), to gauge shareholder sentiment regarding group-level financial exposure. Watch for any changes in the credit ratings of the borrower entities like JSW Projects or South-West Mining.
JSW Holdings FY26 Net Profit Drops to ₹121.59 Cr; Manoj Mohta Re-appointed as WTD
JSW Holdings reported a standalone net profit of ₹121.59 crore for FY26, representing a 30.4% decline from ₹174.70 crore in FY25. Total revenue from operations also saw a significant decrease to ₹179.45 crore compared to ₹248.09 crore in the previous fiscal year. The Board has approved the re-appointment of Mr. Manoj Kr. Mohta as Whole-time Director for a five-year term and re-appointed Mr. Haresh Dua as Internal Auditor. Notably, the company experienced a massive swing in Other Comprehensive Income, recording a loss of ₹833.59 crore in Q4 FY26 due to fair value changes in equity investments.
Key Highlights
Standalone Net Profit for FY26 fell to ₹121.59 crore from ₹174.70 crore in FY25.
Total Revenue from operations decreased to ₹179.45 crore in FY26 from ₹248.09 crore in FY25.
Profit Before Tax (PBT) for the full year FY26 stood at ₹162.97 crore.
Mr. Manoj Kr. Mohta re-appointed as Whole-time Director for a 5-year term starting June 1, 2026.
Fair value changes in equity instruments resulted in a Total Comprehensive Loss of ₹810.90 crore for the quarter ended March 31, 2026.
👀 What to Watch
Investors should exercise caution as the company's profitability and comprehensive income are highly sensitive to the market valuation of its investment portfolio. Monitor the performance of underlying group companies which drive the fair value changes of JSWHL's holdings.
JSW Holdings FY26 Profit at ₹121.59 Cr; Manoj Mohta Re-appointed as WTD for 5 Years
JSW Holdings Limited reported a decline in annual standalone profit to ₹121.59 crore for FY26, compared to ₹174.70 crore in FY25. The Board has approved the re-appointment of Mr. Manoj Kr. Mohta as Whole-time Director for a five-year term effective June 1, 2026. Additionally, the company appointed Mr. Nirmal Kumar Karwa and re-appointed the internal auditor for the upcoming fiscal year. Total revenue from operations for the full year stood at ₹179.45 crore, down from ₹248.09 crore in the previous year.
Key Highlights
Net Profit for the full year ended March 31, 2026, stood at ₹121.59 crore versus ₹174.70 crore in FY25.
Total Revenue from operations for FY26 decreased to ₹179.45 crore from ₹248.09 crore in the prior year.
Mr. Manoj Kr. Mohta re-appointed as Whole-time Director for a 5-year tenure starting June 1, 2026.
Other Comprehensive Income reflected a massive fair value gain on equity instruments amounting to ₹1,641.89 crore for FY26.
The Board approved the appointment of Mr. Nirmal Kumar Karwa effective June 1, 2026.
👀 What to Watch
Investors should focus on the valuation of the underlying JSW Group companies as JSWHL's income is primarily derived from dividends and fair value changes of its investments. Management continuity with the re-appointment of the WTD is a positive sign for administrative stability.
JSW Holdings Reports FY26 Net Profit of ₹121.59 Cr; Re-appoints Manoj Mohta as WTD
JSW Holdings Limited reported a standalone net profit of ₹121.59 crore for the financial year ended March 31, 2026, marking a 30.4% decline from ₹174.70 crore in the previous fiscal year. Total revenue from operations also decreased to ₹179.45 crore compared to ₹248.09 crore in FY25, primarily due to lower dividend income. The Board has approved the re-appointment of Mr. Manoj Kr. Mohta as Whole-time Director for a five-year term and appointed Mr. Nirmal Kumar Karwa to the board. Despite lower operational profits, the company saw significant gains in investment valuations, with Other Comprehensive Income reaching ₹1,641.89 crore.
Key Highlights
Standalone Net Profit for FY26 stood at ₹121.59 crore vs ₹174.70 crore in FY25.
Annual Revenue from operations fell to ₹179.45 crore from ₹248.09 crore in the previous year.
Other Comprehensive Income (OCI) surged to ₹1,641.89 crore due to fair value changes in equity instruments.
Re-appointment of Mr. Manoj Kr. Mohta as Whole-time Director for a 5-year term effective June 1, 2026.
Q4 FY26 standalone profit showed a slight improvement at ₹22.69 crore compared to ₹19.07 crore in Q4 FY25.
👀 What to Watch
Investors should focus on the valuation of JSW Group's underlying assets as JSWHL is a holding company whose value is derived from its investment portfolio. While operational revenue declined, the massive Other Comprehensive Income highlights the appreciation of its strategic holdings.
JSW Holdings FY26 Net Profit Drops 30% to ₹121.59 Cr; Q4 Profit Rises 19% YoY
JSW Holdings reported a standalone net profit of ₹121.59 crore for FY26, a significant decline from ₹174.70 crore in FY25, primarily driven by a sharp drop in dividend income. However, the Q4 FY26 performance was stronger, with net profit rising 19% YoY to ₹22.69 crore compared to ₹19.07 crore in the same quarter last year. Total annual revenue fell to ₹179.45 crore from ₹248.09 crore, reflecting the volatility inherent in a holding company's income streams. The board also confirmed the re-appointment of Manoj Kr. Mohta as Whole-time Director for a five-year term.
Key Highlights
Standalone Net Profit for FY26 stood at ₹121.59 crore vs ₹174.70 crore in FY25
Q4 FY26 Net Profit increased 19% YoY to ₹22.69 crore
Annual Dividend Income fell sharply to ₹51.94 crore from ₹133.57 crore in the previous year
Total Revenue from operations for FY26 decreased to ₹179.45 crore from ₹248.09 crore
Manoj Kr. Mohta re-appointed as Whole-time Director for 5 years effective June 1, 2026
👀 What to Watch
Investors should focus on the underlying value of JSW Group's listed entities as JSWHL's performance is a direct reflection of dividend payouts from its subsidiaries. The annual profit dip is largely due to cyclical dividend income, making the stock more sensitive to the group's overall capital allocation strategy.
JSW Holdings FY26 PAT Drops 30% to ₹121.59 Cr; Manoj Mohta Re-appointed as WTD
JSW Holdings Limited reported a significant decline in its annual financial performance for the fiscal year ended March 31, 2026, with Profit After Tax (PAT) falling to ₹121.59 crore from ₹174.70 crore in FY25. Total revenue from operations also decreased to ₹179.45 crore, down from ₹248.09 crore in the previous year, largely impacted by lower dividend income. Despite the annual decline, the Q4 FY26 performance showed resilience with a PAT of ₹22.69 crore compared to ₹19.07 crore in Q4 FY25. The board has also approved the re-appointment of Manoj Kr. Mohta as Whole-time Director for a five-year term.
Key Highlights
Annual Profit After Tax (PAT) decreased by 30.4% YoY to ₹121.59 crore in FY26.
Total Revenue from operations fell to ₹179.45 crore in FY26 from ₹248.09 crore in FY25.
Q4 FY26 PAT stood at ₹22.69 crore, a 19% increase over the ₹19.07 crore reported in Q4 FY25.
Full-year Basic Earnings Per Share (EPS) declined to ₹109.56 from ₹157.41 in the previous fiscal.
Manoj Kr. Mohta re-appointed as Whole-time Director for a 5-year term effective June 1, 2026.
👀 What to Watch
Investors should note the decline in annual profitability, which reflects lower dividend inflows from group companies. As a holding company, JSWHL's value is tied to the market performance and dividend payouts of JSW Group entities, which warrant close monitoring.
JSW Holdings Q3 FY26 Standalone PAT at ₹19.62 Cr, Flat YoY; Impacted by ₹2.71 Cr Exceptional Item
JSW Holdings reported a standalone profit of ₹19.62 crore for Q3 FY26, showing a marginal increase from ₹19.40 crore in the same period last year. Revenue from operations grew to ₹32.66 crore compared to ₹29.22 crore YoY, though it saw a sharp decline from the previous quarter (₹83.57 crore) which was bolstered by higher dividend income. The company recognized an exceptional expense of ₹2.71 crore related to the implementation of new Labour Codes. Total Comprehensive Income remained strong at ₹285.72 crore, primarily driven by fair value gains on its investment portfolio.
Key Highlights
Standalone Revenue from Operations rose 11.8% YoY to ₹32.66 crore.
Standalone Net Profit stood at ₹19.62 crore, slightly up from ₹19.40 crore in Q3 FY25.
An exceptional item of ₹2.71 crore was recorded due to past service costs under the new Labour Codes.
Total Comprehensive Income for the quarter was ₹285.72 crore, reflecting significant fair value gains in equity holdings.
Consolidated share of profit from associates contributed ₹12.50 crore to the group's performance for the quarter.
👀 What to Watch
As a holding company, the stock's value is primarily driven by the market performance of JSW Group entities; investors should monitor the discount to Net Asset Value (NAV) and underlying dividend inflows.
