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DHUNINV - Dhunseri Invest.

📊 NSE: DHUNINV 🏢 Finance & Investments 📅 Last Updated: 12/13/2025 21:31

📢 Recent Corporate Announcements

Dhunseri Investments Appoints Payal Kumari Shaw as Company Secretary and Compliance Officer

🟡 NEUTRAL ⭐ 3/10

MANAGEMENT 📅 11 Feb 2026, 06:39 PM

Dhunseri Investments Limited has announced a change in its Key Managerial Personnel (KMP) following a board meeting held on February 11, 2026. Ms. Payal Kumari Shaw has been appointed as the Company Secretary and Compliance Officer, replacing Ms. Nikita Gupta who has resigned from the position. This change also updates the list of personnel authorized to determine the materiality of events under SEBI Regulation 30(5). The authorized team now consists of the Chairman, the CFO, and the newly appointed Company Secretary.

Appointment of Ms. Payal Kumari Shaw as Company Secretary and Compliance Officer effective February 11, 2026.
Resignation of Ms. Nikita Gupta from the role of Company Secretary and Compliance Officer.
Updated list of 3 Key Managerial Personnel authorized to determine materiality of information for stock exchange disclosures.
The board approved these changes in compliance with Regulation 30(5) of SEBI (LODR) Regulations, 2015.

💡 This is a routine administrative change regarding compliance and secretarial functions. No immediate action is required as it does not impact the company's financial performance or core operations.

Dhunseri Investments Reports Q3 Net Loss of ₹7.06 Cr; Appoints New Company Secretary

🔴 NEGATIVE ⭐ 7/10

EARNINGS 📅 11 Feb 2026, 05:56 PM

Dhunseri Investments Limited reported a significant standalone net loss of ₹7.06 crore for Q3 FY26, a sharp reversal from the ₹2.27 crore profit recorded in Q3 FY25. The downturn was primarily caused by negative fair value changes in its treasury operations, leading to a negative total revenue of ₹7.61 crore for the quarter. For the nine-month period ending December 2025, profit after tax fell drastically to ₹0.72 crore from ₹18.03 crore in the previous year. Alongside results, the board appointed Ms. Payal Kumari Shaw as Company Secretary and Compliance Officer effective February 11, 2026.

Standalone net loss of ₹706.56 Lakhs in Q3 FY26 vs a profit of ₹227.04 Lakhs in Q3 FY25.
Total revenue from operations turned negative at -₹760.97 Lakhs due to significant unrealized losses on investment fair values.
9M FY26 Profit After Tax (PAT) plummeted to ₹72.03 Lakhs compared to ₹1,803.39 Lakhs in 9M FY25.
Quarterly Earnings Per Share (EPS) dropped to -₹11.59 from ₹3.72 year-on-year.
Treasury operations segment reported a loss of ₹874.89 Lakhs for the quarter ended December 31, 2025.

💡 Investors should exercise caution as the company's profitability is heavily tied to market-driven fair value changes in its investment portfolio. The sharp decline in 9M performance suggests high volatility in the core treasury segment.

Dhunseri Investments Reports Q3 Standalone Net Loss of ₹7.07 Cr Amid Treasury Volatility

🔴 NEGATIVE ⭐ 7/10

EARNINGS 📅 11 Feb 2026, 05:30 PM

Dhunseri Investments reported a standalone net loss of ₹7.07 crore for the quarter ended December 31, 2025, a sharp reversal from a profit of ₹2.27 crore in the same quarter last year. The performance was severely impacted by negative treasury operations, with total revenue from operations falling to ₹(7.61) crore due to realized and unrealized fair value losses on investments. For the nine-month period ended December 2025, the company's profit after tax plummeted to ₹0.72 crore from ₹18.03 crore in the previous year. Additionally, the company has appointed Ms. Payal Kumari Shaw as the new Company Secretary and Compliance Officer.

Standalone Net Loss of ₹7.07 crore in Q3 FY26 compared to a Net Profit of ₹2.27 crore in Q3 FY25.
Total Revenue from operations turned negative at ₹(7.61) crore, driven by ₹4.22 crore in realized losses and ₹3.80 crore in unrealized fair value losses.
Nine-month PAT dropped by approximately 96% YoY to ₹0.72 crore from ₹18.03 crore.
Treasury operations segment reported a loss of ₹8.75 crore before tax for the quarter.
The company has effectively exited its Tea manufacturing segment following the settlement of Hatibari Tea Factory assets.

💡 Investors should note that the company's bottom line is highly volatile and dependent on market-driven fair value changes of its investment portfolio. Given the lack of stable operating revenue, the stock remains a high-risk play sensitive to broader equity market movements.

Dhunseri Investments Q3 FY26 Standalone Net Loss at ₹7.07 Cr; Appoints New Company Secretary

🔴 NEGATIVE ⭐ 7/10

EARNINGS 📅 11 Feb 2026, 05:24 PM

Dhunseri Investments reported a significant standalone net loss of ₹7.07 crore for the quarter ended December 31, 2025, a sharp decline from a profit of ₹2.27 crore in the same period last year. The downturn was primarily caused by substantial losses in fair value changes of investments, with total revenue from operations turning negative at ₹7.61 crore. Standalone EPS for the quarter fell to negative ₹11.59. Additionally, the board appointed Ms. Payal Kumari Shaw as the new Company Secretary and Compliance Officer.

Standalone Net Loss of ₹706.56 Lakhs in Q3 FY26 compared to a profit of ₹227.04 Lakhs in Q3 FY25.
Total revenue from operations fell to negative ₹760.97 Lakhs due to realized and unrealized losses on investment fair values.
Realized loss on fair value changes stood at ₹421.87 Lakhs versus a gain of ₹154.74 Lakhs in the previous year's quarter.
Earnings Per Share (EPS) dropped significantly to negative ₹11.59 from ₹3.72 YoY.
Ms. Payal Kumari Shaw appointed as Company Secretary and Compliance Officer effective February 11, 2026.

💡 Investors should note that the company's profitability is highly sensitive to market-driven investment valuations rather than core operations. Given the swing to a net loss, a cautious approach is advised until investment portfolio performance stabilizes.

Dhunseri Investments CS & Compliance Officer Nikita Gupta Resigns Effective Jan 14, 2026

🟡 NEUTRAL ⭐ 3/10

MANAGEMENT 📅 14 Jan 2026, 06:07 PM

Ms. Nikita Gupta has resigned from her position as Company Secretary and Compliance Officer of Dhunseri Investments Limited, effective from the close of business hours on January 14, 2026. Designated as a Key Managerial Personnel (KMP) and Nodal Officer, her departure is attributed to personal reasons. The company has confirmed that there are no other material reasons for her resignation. This transition follows her formal resignation letter submitted on December 18, 2025.

Ms. Nikita Gupta resigned as Company Secretary, Compliance Officer, and Nodal Officer.
The resignation is effective from the close of business hours on January 14, 2026.
The reason cited for the departure is personal, with no other material reasons disclosed.
The resignation letter was originally submitted to the board on December 18, 2025.

💡 This is a routine administrative change and does not impact the company's business fundamentals. Investors should monitor for the appointment of a successor to ensure continued regulatory compliance.

Dhunseri Investments Files SEBI Reg 74(5) Compliance for Quarter Ended Dec 31, 2025

🟡 NEUTRAL ⭐ 2/10

ROUTINE 📅 06 Jan 2026, 04:38 PM

Dhunseri Investments Limited has submitted its quarterly compliance certificate under Regulation 74(5) of SEBI (Depositories and Participants) Regulations, 2018. The filing confirms that for the period from October 1, 2025, to December 31, 2025, all physical share certificates received for dematerialization were processed within the stipulated time. The Registrar, Maheshwari Datamatics Private Limited, has certified that these certificates were mutilated or cancelled after due verification. This is a standard procedural disclosure to ensure the integrity of electronic shareholding records.

Compliance certificate submitted for the quarter ended December 31, 2025.
Confirms dematerialization requests were processed and cancelled within SEBI timelines.
Registrar Maheshwari Datamatics Private Limited verified the destruction of physical certificates.
Ensures depository names were substituted in records as the registered owners for demat shares.

💡 This is a routine administrative filing with no impact on the company's fundamentals or stock price. No action is required from investors.

Dhunseri Investments to Close Trading Window from Jan 1, 2026 for Q3 Results

🟡 NEUTRAL ⭐ 2/10

ROUTINE 📅 22 Dec 2025, 04:01 PM

Dhunseri Investments Limited has announced the closure of its trading window starting January 1, 2026, in compliance with SEBI's Prohibition of Insider Trading Regulations. This closure is ahead of the announcement of the company's Unaudited Financial Results for the quarter ending December 31, 2025. The restriction applies to all designated persons and their immediate relatives. The window will reopen 48 hours after the financial results are made public, with the board meeting date to be announced later.

Trading window closure effective from January 1, 2026.
Closure pertains to the Unaudited Financial Results for the quarter ending December 31, 2025.
Restriction applies to all Designated Persons and their immediate relatives.
Window will reopen 48 hours after the official announcement of the results.

💡 This is a standard regulatory procedure and does not impact the company's fundamentals; investors should monitor for the upcoming Q3 results date.

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💰 Financial Performance

Revenue Growth by Segment

Total consolidated revenue from operations for H1 FY26 was INR 264.10 Cr, representing a 22% decrease from INR 338.58 Cr in H1 FY25. The 'Sale of Products' (Tea segment) contributed INR 188.87 Cr (71.5% of total revenue), down 15% from INR 222.40 Cr YoY. Treasury operations (Interest + Dividend) contributed INR 13.82 Cr, a 22.5% decline from INR 17.84 Cr YoY.

Profitability Margins

The company experienced a significant shift in profitability due to fair value changes. H1 FY26 recorded a net loss on fair value changes of INR 59.52 Cr compared to a gain of INR 97.68 Cr in H1 FY25. Finance costs as a percentage of total income rose to 14% (INR 41.58 Cr) in H1 FY26 from 6% (INR 22.06 Cr) in H1 FY25.

EBITDA Margin

Not explicitly disclosed; however, finance costs for H1 FY26 were INR 41.58 Cr, an 88.5% increase YoY, impacting core profitability.

⚙️ Operational Drivers

Raw Materials

Specific raw materials include green leaf and tea processing inputs. Cost of materials consumed for Q2 FY26 was INR 62.46 Cr, representing 79% of total quarterly revenue from operations.

Raw Material Costs

Cost of materials consumed for H1 FY26 was not fully aggregated, but Q2 FY26 costs were INR 62.46 Cr. Management monitors market volatility to manage procurement.

📈 Strategic Growth

Growth Strategy

The company aims to achieve growth by monitoring market conditions to use opportunities at the 'right moment' for capital appreciation in treasury assets and maintaining harmonious industrial relations in its tea operations. It focuses on long-term investment holdings to insulate against market volatility.

Products & Services

Tea products, Treasury investment services (holding equity and debt instruments for capital appreciation).

Brand Portfolio

Dhunseri.

Market Expansion

Management is exploring new opportunities for expansion as the Indian economy becomes more insulated globally, though specific regions are not named.

Strategic Alliances

The company has investments in various subsidiaries and associates, though specific new JV partners were not named in the current period.

🌍 External Factors

Industry Trends

The Indian economy is creating a mark on a global level, but the NBFC sector faces hindrances due to small size and market unpredictability. The company is positioning itself to monitor these trends and act on opportunities.

Competitive Landscape

Operates as a small-size NBFC in a volatile market with plenty of hindrances that may hamper growth.

Competitive Moat

The company's moat is built on its long-term investment holding strategy and its established presence in the tea segment. This strategy is designed to withstand temporary market fluctuations, though its sustainability is tied to management's ability to monitor market shifts.

Macro Economic Sensitivity

Highly sensitive to financial market volatility and Indian economic growth trends. Slowdowns in economic growth adversely affect the company's predictable performance.

Geopolitical Risks

Global industry downtrends and significant changes in the political environment in India are cited as important development risks.

⚖️ Regulatory & Governance

Industry Regulations

Subject to NBFC regulations and Companies Act 2013 provisions. Compliance with SEBI (LODR) and Insider Trading regulations is maintained.

Legal Contingencies

The company reported no pending litigations as of March 31, 2025, that would impact its financial position. No material foreseeable losses on long-term or derivative contracts were identified.