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Latest filing: 2026-08-13 12:31
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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.
Verify against the original filing and consult a SEBI-registered adviser before acting.
6 announcements match the current filters (relevance ≥ 5).
KICL Q1 Results: Consolidated PAT at ₹0.68 Cr; Fair Value Gains Surge to ₹2,684 Cr
KICL reported a standalone PAT of ₹2.42 crore for Q1 FY27, up 16.6% from ₹2.08 crore in the year-ago period. On a consolidated basis, the company turned profitable with a PAT of ₹0.68 crore compared to a loss of ₹3.18 crore YoY, despite a ₹2.32 crore loss contribution from its associate, Hikal Ltd. The most significant figure is the Other Comprehensive Income (OCI) of ₹2,684.24 crore (net of tax), reflecting massive fair value appreciation of its Kalyani Group holdings during the quarter. Total income remained flat at ₹5.95 crore as dividend income was nil for the quarter, which is typical for this period.
Confidence: HIGH
What changedThe filing represents the quarterly financial update for Q1 FY27, showing a return to consolidated profitability and a significant increase in the book value of investments.
Why it mattersAs a holding company, KICL's intrinsic value is tied to its investment portfolio; the ₹2,684 crore OCI gain highlights the massive gap between its market cap (₹2,436 Cr) and the fair value of its assets (Net Worth > ₹11,000 Cr).
Standalone PAT: ₹2.42 crConsolidated PAT: ₹0.68 crOCI Fair Value Gain (Net of Tax): ₹2,684.24 crOCI vs Market Cap: 110.19%Share of Associate Loss (Hikal): ₹2.32 cr
📅 Short termThe stock may remain neutral as the market typically discounts the high fair-value gains in holding companies, and the core dividend income was absent this quarter.
📈 Long termThe structural value remains in the underlying Kalyani Group companies; long-term returns depend on the narrowing of the holding company discount and group performance.
⚠ Risk flags
- 100% concentration in Kalyani Group companies
- Ongoing environmental litigation at associate Hikal Ltd
- High volatility in reported equity due to fair value accounting
Key Highlights
Standalone PAT increased to ₹2.42 crore from ₹2.08 crore in Q1 FY26.
Consolidated PAT turned positive at ₹0.68 crore vs a loss of ₹3.18 crore YoY.
Fair value gains on FVTOCI investments (net of tax) reached ₹2,684.24 crore for the quarter.
Share of loss from associate Hikal Limited stood at ₹2.32 crore.
Interest income on fixed deposits contributed ₹5.13 crore to the total standalone income of ₹5.95 crore.
👀 What to Watch
Investors should monitor the dividend declaration cycles of major Kalyani Group companies (like Bharat Forge), as KICL's cash flow is entirely dependent on these payouts. Additionally, watch for updates regarding environmental litigation at associate Hikal Ltd, which continues to impact consolidated results.
Rs 10 Dividend: KICL Sets August 14 as Record Date and Outlines TDS Procedures
Kalyani Investment Company Limited (KICL) has finalized the timeline for its FY 2025-26 dividend of Rs 10 per share (100% of face value). The record date for determining eligibility and the deadline for submitting tax-related documents is August 14, 2026. The total estimated dividend payout is approximately Rs 4.39 crore, representing about 11.8% of the company's TTM PAT of Rs 37 crore. Shareholders are advised to update PAN and bank details to ensure correct TDS application (10% with PAN vs 20% without).
Confidence: HIGH
What changedThe company has established the formal timeline (record date, AGM date, and payout date) and tax withholding procedures for the dividend previously recommended in May 2026.
Why it mattersThis is a routine but necessary administrative step for a holding company whose primary value to shareholders is derived from dividend income and capital appreciation of its Kalyani Group stakes.
Dividend per share: Rs 10Record Date: August 14, 2026Dividend vs TTM PAT: ~11.8%Dividend Payout Date: September 25, 2026Dividend Yield (at current price): 0.18%
📅 Short termThe stock may see minor activity around the ex-dividend date, though the yield is low at approximately 0.18% based on the current market price.
📈 Long termLimited structural impact; the company remains a strategic holding vehicle for the Kalyani Group with performance tied to investee companies like Kalyani Steels and Hikal.
Key Highlights
Dividend of Rs 10 per equity share (100% of face value) recommended for FY 2025-26.
Record date for dividend eligibility and tax document submission is August 14, 2026.
17th Annual General Meeting (AGM) scheduled for September 17, 2026.
Dividend payout date set for September 25, 2026, subject to shareholder approval.
TDS of 10% for resident individuals with valid PAN; 20% for those without a valid/linked PAN.
👀 What to Watch
Shareholders should verify that their PAN and bank account details are correctly updated with their Depository Participant or the RTA by August 14, 2026, to ensure electronic credit and appropriate tax withholding.
Rs 10 Dividend: KICL Sets August 14, 2026, as Record Date
Kalyani Investment Company Limited (KICL) has announced a final dividend of Rs 10 per equity share (100% of face value) for the financial year. The company has fixed August 14, 2026, as the record date to determine shareholder eligibility. At the current market price of Rs 5599.5, this represents a modest dividend yield of approximately 0.18%. The total estimated payout of ~Rs 4.39 crore is well-covered by the TTM PAT of Rs 37 crore.
Confidence: HIGH
What changedThe company has finalized the record date and payment timeline for its annual dividend distribution.
Why it mattersAs a holding company, KICL's primary cash flow comes from dividends of Kalyani Group companies; this announcement confirms the pass-through of a portion of that income to its own shareholders.
Dividend per share: Rs 10Dividend Yield: 0.18%Record Date: August 14, 2026Estimated Payout vs TTM PAT: ~11.8%Payment Date: September 25, 2026
📅 Short termThe stock price may see a minor adjustment on the ex-dividend date, though the small yield (0.18%) suggests minimal price volatility from this specific event.
📈 Long termLimited. KICL's long-term value remains tied to the market valuation of its strategic holdings in Kalyani Group companies rather than its direct dividend yield.
⚠ Risk flags
- Low dividend yield relative to share price
- Concentration risk as 100% of income depends on Kalyani Group companies
Key Highlights
Dividend declared at Rs 10 per equity share of Rs 10 face value (100%)
Record date for dividend eligibility is Friday, August 14, 2026
17th Annual General Meeting (AGM) scheduled for Thursday, September 17, 2026
Dividend payment to be completed on or before Friday, September 25, 2026
Estimated total payout of ~Rs 4.39 crore represents ~11.8% of TTM PAT
👀 What to Watch
Investors interested in the dividend must hold the shares in their demat account by the record date of August 14, 2026; note that the stock will trade ex-dividend typically one business day prior.
KICL Recommends ₹10 Dividend; FY26 Standalone PAT at ₹511.17 Million
Kalyani Investment Company Limited (KICL) has recommended a dividend of ₹10 per equity share (100%) for FY 2025-26. The company reported a standalone Profit After Tax (PAT) of ₹511.17 million for the full year, slightly down from ₹537.08 million in the previous fiscal. However, the company's total comprehensive income surged to ₹26,903.86 million, driven by a massive ₹30.93 billion gain in the fair value of its equity investments. The total value of financial investments held by the company has grown to ₹118,620.22 million.
Key Highlights
Recommended a dividend of ₹10 per equity share (100% of face value) for FY 2025-26.
Standalone Net Profit for FY26 stood at ₹511.17 million with an EPS of ₹117.10.
Total Comprehensive Income reached ₹26,903.86 million due to significant fair value gains on investments.
The value of financial assets/investments increased to ₹118,620.22 million from ₹87,816.58 million year-on-year.
Dividend income remains the primary revenue driver, contributing ₹603.05 million for the full year.
👀 What to Watch
Investors should focus on the substantial growth in the company's investment portfolio value and the steady dividend payout. The stock continues to serve as a holding company play for the Kalyani Group.
KICL FY26 PAT at ₹511.17 Million; Recommends ₹10 Dividend per Share
Kalyani Investment Company Limited (KICL) reported a standalone Profit After Tax (PAT) of ₹511.17 Million for the financial year ended March 31, 2026, compared to ₹537.08 Million in the previous year. The Board has recommended a dividend of ₹10 per equity share (100% of face value). While operational revenue saw a marginal decline to ₹819.20 Million, the company's Total Comprehensive Income surged to ₹26,903.86 Million, primarily driven by a massive ₹30,925.92 Million gain in the fair value of its equity investments. The company continues to operate as a core investment vehicle for the group, with its primary income derived from dividends and interest.
Key Highlights
Recommended a dividend of ₹10 per equity share (100%) for the financial year 2025-26.
Standalone Profit After Tax for FY26 stood at ₹511.17 Million, down 4.8% from ₹537.08 Million in FY25.
Total Comprehensive Income for FY26 reached ₹26,903.86 Million, reflecting significant appreciation in the market value of group company holdings.
Standalone Revenue from operations for the year was ₹819.20 Million versus ₹828.60 Million in the previous year.
The fair value of standalone investments as of March 31, 2026, increased to ₹1,18,620.22 Million from ₹87,816.58 Million a year ago.
👀 What to Watch
Investors should value KICL based on its Net Asset Value (NAV) given the massive fair value gains in its investment portfolio, rather than just operational PAT. The steady ₹10 dividend remains a positive for long-term shareholders.
Kalyani Investment Reports Q3 FY26 Consolidated PAT of ₹17.12 Million; Re-uploads Results
Kalyani Investment Company Limited (KICL) has re-submitted its Q3 FY26 financial results in a machine-readable format as requested by the NSE, with no changes to the original figures. On a standalone basis, the company reported a PAT of ₹30.98 million for the quarter ended December 31, 2025, a significant recovery from a loss of ₹8.02 million in the previous year. Consolidated PAT stood at ₹17.12 million, down from ₹32.34 million YoY, primarily impacted by a share of loss from its associate, Hikal Limited. Notably, the Total Comprehensive Income surged to ₹13,395.17 million due to a massive ₹15,610.33 million gain in the fair value of equity investments.
Key Highlights
Standalone Total Income for Q3 FY26 rose to ₹65.43 million from ₹56.24 million in Q3 FY25.
Consolidated PAT decreased to ₹17.12 million from ₹32.34 million YoY, affected by an ₹18.51 million share of loss from associate Hikal Ltd.
Total Comprehensive Income reached ₹13,395.17 million, driven by fair value gains of ₹15,610.33 million on FVTOCI equity investments.
The company's associate, Hikal Limited (31.36% stake), is undergoing a fact-finding review regarding revenue recognition irregularities.
Standalone EPS for the quarter improved to ₹7.09 compared to a negative ₹1.84 in the same quarter last year.
👀 What to Watch
Investors should focus on the underlying value of KICL's investment portfolio, which drove the massive surge in comprehensive income, rather than just the quarterly PAT. Monitor developments at Hikal Ltd regarding legal and accounting reviews, as it significantly impacts KICL's consolidated performance.
